Workflow
At Redmond Accounting, we are helping businesses save time and also helping businesses not feel overworked. With our workflow process, we are helping businesses take back their accounting!
What does Workflow do?
These are web-based live checklists with step-by-step instructions that accounting professionals in firms use if you were to outsource this work to them.
Once everything is set up, this workflow is another very important component to the success of the tech tools like Expensify. For Expensify, we have checklists for inviting new users, approving reports, processing approved reports, assigning company cards to new users, importing CSV when a bank connection is broken, stuff like that.
We also have checklists for Bill.com & QBO & Gusto Payroll – how to do everything.
What Do You Get With Us
We’ll help you set up your system and integrate your apps so things work smoothly from the start.
We’ve done these hundreds of times before, so we’ve created checklists you can follow month after month.
We’re not a call center, we’re living and breathing humans here to help you when you need it.
Why use workflow
Our workflow management software helps with so many things but here are some of the top items below
- Empower you and your accounting department to follow best practices.
- Save time as you know exactly what to do and when to do it.
- Reduce error that comes from missing a step or multiple steps on accident.
- Avoid fraud by using a check system and having proven apps that are protected against fraud.
Workflow management software helps alleviate the burden on owners, which directly contributes to the financial success of their small businesses, the lifeblood of the U.S. economy.
Watch the video below to learn more
Let's Get started
01.
Schedule a call
To get to know your goals and what you want help with to further grow.
02.
Creating a plan of action
From our call, we know how to move forward. Whether it’s providing you with checklists, setting up your accounting systems, or taking over the accounting tasks you don’t want to do, we are here to support you and your business.
03.
Meeting your goals
Together, we turn action into insight so you reach your goals.
Still confused if this is right for you?
Who is this for
Empowers existing staff who are not accountants, but who are bright and competent, allowing owners and executives to get back to doing what they do best - running the company.
What is it?
When you subscribe to our Workflow. It is pre-loaded with tasks, in the form of checklists that are scheduled at the proper frequency for your business. Your staff can then follow the accounting and apps instructions step-by-step to do everything.
If I have processes in my accounting department already, will this help me?
Yes, this will help streamline your accounting process so that you can save time, reduce error, and avoid fraud.
Can the workflows be customized?
Yes, we can work with you and your business to customize our workflow to fit your individual needs.
What if I need help setting up or using the software?
We offer a great technology implementation that can setup all kinds of apps. Some including Expensify, Bill.com, QBO, Gusto, and LivePlan. Click the question mark to learn more