Accounting Flow: Ep 20) Mastering Effective Communication Management in Your Firm With Maria Greene

Accounting Flow is a podcast deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them.Brought to you by Financial Cents and hosted by Roman Villard, CPA and Shahram Zarshenas.

In this episode, Marie Greene, Founder of Connected Accounting LLC, joins host Roman Villard to discuss Communication management strategy and its process.

Their conversation covers how to leverage technology to serve clients better, creating SOPs for the team, and workflow standardization. The episode concludes with advice for firm owners on creating a great team structure, boundaries with clients and effective tools that make the work easier.

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0:00 Introduction.
5:15 Marie’s overview of her current communication process with clients.
9:42 Marie outlines how her firm's email system worked at the beginning.
14:28 The importance of a good practice management system.
19:05 Connected Accounting’s client experience process.
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