In this session, Tanya Hilts, CPB, FCPB explores how well-defined bookkeeping workflows are the backbone of an efficient, compliant practice and the key to clear client relationships and team accountability. You’ll learn how to: Eliminate Friction & Risk: Implement repeatable task sequences from data intake to reconciliation that reduces errors, cuts down on “where did that document go?” moments, and creates a built-in audit trail. Set & Maintain Client Boundaries: Use your process to establish clear expectations when clients deliver information, how they submit it, and what happens if timelines slip, so you can spend less time chasing and more time doing. Empower Your Team with KPIs: Link each step of your workflow to simple performance metrics from task completion rates, turnaround times, to bottleneck tracking so everyone knows their role, your leaders can spot issues early, and you can scale without losing control. Walk away with practical blueprints and checklists to tighten your workflows, strengthen client partnerships, and turn your team’s daily routines into measurable success.