Optimize, Automate, and Document Everything
Scale your business without sacrificing quality or your sanity.
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Documenting and optimizing processes is crucial
It may not sound sexy, but trust us - documenting and optimizing processes is crucial for scaling successfully. By clearly defining and streamlining your processes, you'll be able to delegate tasks, train new employees more easily, and even take a day off without worrying about things being left undone.
Plus, having a visual representation of your processes - like a flowchart or even a simple video demonstration - can improve communication within your team and ultimately increase productivity.

Let's scale together.
When we work together, we will...
Dive Deeply
Get a lay of the land, before setting out on our optimization and automation journey.
Map Your Processes
Visually map your processes to easily remove bottlenecks and increase efficiency, boosting your bottom line.
Evaluate And Upgrade
Evaluate your software stack to recommend improvements and eliminate sneaky subscriptions.
Automate What We Can
Automate repetitive tasks with Zapier and other no-code/low-code solutions to eliminate manual work and ensure accuracy.
Document The Rest
Document your processes in an easy-to-understand process playbook, so that the manual work is done correctly, every time.
Evolve With You
Update your processes and documentation in lockstep with your ever-evolving business.
FAQ
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Why should I document my business processes?
There are many benefits to documenting business processes, including increased transparency, accountability, and communication across teams.
Additionally, documenting processes can help reduce errors and inefficiencies within a company. This ultimately leads to improved productivity and greater profitability for the business as a whole.
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I've never documented my processes. How do I start?
Lucky for you, we are here to help. We will work together to identify the different roles and responsibilities on your team, what tools are used, and map out critical accounting tasks, like invoicing and bill pay.
We'll do all of this in a process map, or a flow chart which gives us an easy view into the step involved, and what might be creating a bottleneck, so we can remove it.
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Do I need to spend a ton of money on process documentation software?
Stop! Put down your wallet!
We pay for all of the software necessary to document your processes. We use Loom to record videos, Miro to create process maps (aka flowcharts), Scribe to automate screenshots, and Notion to house it all.
If we stop working together we can package up your process docs for you to keep and use on your own.
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What is Zapier and why do you use it?
Zapier is the most widely used and loved no-code app on the market. It has over 5,000 integrations (and the list keeps growing), is flexible and easy to use, and has enterprise-grade security to keep your data safe. Plus, if we ever part ways, we can hand over the keys and you can own the Zaps we've built for you.
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Do you offer process optimization and documentation as a standalone service?
No, at this time we only offer this service to our accounting clients.