Optimize, Automate, and Document Everything

FAQ

• 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.

• 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. 

• 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. 

• 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. 

• Do you offer process optimization and documentation as a standalone service?

  No, at this time we only offer this service to our accounting clients.