Handling Source Documents: Keeping it Straight

The foundation of a good workflow system is making sure the resources needed by your staff to perform work are in a secure but central location.

In an accounting practice, part of your resource planning must be having a plan in place to deal with the flow of source documents – how to intake, store and access them.

Whatever system you put in place must be clearly understood by both your clients and your staff or it won’t work.

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