Dooly’s Post

Client onboarding is made simple with ShareFile. 🙌 From agreement templates to pre-filled data, our platform helps you save time and prioritize clients. Learn more here: https://lnkd.in/edB73dYM

Are you ready to revolutionize your Accounting Firm business operations? Meet NXTGen SalesAssistant! 📊✨ 🚀 Automate client calls to ensure no inquiries fall through the cracks. 📅 Effortlessly send appointment links, giving you more time to manage client workloads and finances. ⌛ Free up valuable hours so you can focus on what truly matters — your clients! Still curious how it works? Reach out for a personal demo at 813-592-8784 or request a short demo video. #NXTGenSalesAssistant #AccountingSolutions #EfficiencyBoost #AutomationForAccountants #BusinessGrowth

TrackItNow just got even better! 🚀 Here's the Invoices Management dashboard: ✔️ Total Revenue Tracking ✔️ Invoice Status Overview (Paid, Overdue, Cancelled) ✔️ Search, Filter & Manage Invoices with ease

Are you sure you're capturing all your billable hours? Many attorneys unknowingly leave thousands of dollars on the table every week just by missing out on small, easy-to-track time. We know you’re busy, which is why we've put together 5 simple tips to streamline your time tracking and billing processes. From integrations to note-taking hacks, our guide makes it easy. Get Your Copy! https://hubs.ly/Q02VVXCZ0

Are you sure you're capturing all your billable hours? Many attorneys unknowingly leave thousands of dollars on the table every week just by missing out on small, easy-to-track time. We know you’re busy, which is why we've put together 5 simple tips to streamline your time tracking and billing processes. From integrations to note-taking hacks, our guide makes it easy. Get Your Copy! https://bit.ly/3YGAOlJ

Update: Locked in 3 new clients—all have paid 50% upfront! (One is technically for January, but I might work on it this month if no more clients book.) Had just one call today, but it was a no-show. I can only take ONE more client this month before closing December slots. Let’s see how it goes! Building momentum, one client at a time.

The Third Quarter is upon us NOW. (Tempus really does fugit, doesn’t it?) Were you thinking about adding a bookkeeper to your team this year? Well, there’s no time like the present! So I wrote this little guide for you. Here’s the 3 things you need to talk about first! (download link in the comments below) What’s inside? ✅  How to not “muck” things up ✅  The #1 way to enhance confidence and trust ✅  How to get clarity on the ground rules (One of my clients used it to prepare for a discovery call with me!)

What’s holding your business back? Missed follow-ups? Too much time spent on admin tasks? Falling behind on client engagement? Join me for a FREE webinar where I’ll show you how TaxOffice.AI can help you: ✅ Automate scheduling and follow-ups 24/7 ✅ Build trust and loyalty through better client communication ✅ Boost your online reputation with automated Google Reviews 📅 Plus, just for attending, you’ll get access to our exclusive Schedule C Worksheet Pack to make tax season even easier. Spots are limited—register today! Let’s transform your business together. #TaxOfficeAI #ClientEngagement #AutomationTools #TaxProfessionals #BusinessGrowth

Tired of Follow-Up Fatigue? Let LedgerDocs Do All the Work! We all know how much time can slip away while tracking down client updates or waiting for responses. That’s why we created Note Mentions & Notifications in LedgerDocs—your solution for staying in sync with clients without the endless back-and-forth! Keep Conversations Flowing & To-Dos on Track With Note Mentions & Notifications, every important update goes directly to the right person, ensuring nothing slips through the cracks: 🔔 Note Mentions: Need a client’s input on a transaction? Just tag them in a note, and they’ll receive an instant alert to respond. It’s as simple as a quick “@mention” and saves you from sending multiple follow-up emails! 📬 Notifications: From new invoices to received payments, get real-time updates so you and your client always know exactly where things stand—no more guesswork! Book a Demo to See How LedgerDocs Manages Follow-Ups for You https://lnkd.in/eXShfyKZ #Documentmanagement #Bookkeeper #Accountant #BookkeepingSimplified #ClientCommunication #DocumentManagement #BusinessEfficiency #FinancialWorkflow #AccountingTools #AutomateYourBusiness #TimeSavingTips #ProductivityHacks #SmallBusinessSupport #FinancialManagement #WorkflowAutomation #BusinessSoftware #StayOrganized #DigitalTransformation #SmallBusinessSolutions #TaxSeasonTools

💡 Who’s Tackling Pain Points Right from the Start? 💡 Every business has those workflow frustrations – whether it’s spending hours gathering client info, managing endless documents, or just keeping everything organized. Imagine if your outreach spoke directly to those pains from the first touch. That's where the magic happens, making your message feel immediately relevant!    We’re using this approach at SmartVault Corporation with accounting firms, addressing workflow pain points from the get-go. How about you? What’s your trick for hitting the mark with those day-to-day frustrations? Share your thoughts below! #WorkflowMagic #GTMWithEmpathy #SolveProblems #MakeItRelevant #AccountingSoftware #DocumentManagement #CloudAccounting