Module 4: Services

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Welcome to Module 4: Services Lesson 1: Weekly + Monthly Bookkeeping Workflows Lesson 2: Quarterly + Annual Bookkeeping Workflows Lesson 3: Project Management Workflow BONUS: Payroll

Welcome to Module 4: Services

Module 4: Services

In this module, we are going to talk about the different services that you offer and we're going to create workflows for each of those services.

If we can get all of the client tasks that you do out of your head and into system workflows and set them up in a software program, you will be more streamlined and optimized. We're going to get you more efficient, more organized, and it's going to give you back time and it's also going to make you more money because you're being more efficient.

📝 Make a list of the different services that you offer.

📥 Download the worksheet to help guide you as you think through your services.

Module 4 Services Worksheet