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29 March 2024 | 0 replies
I wanted to get some feedback from folks who are actively serving clients and see potential areas where their clients have unmet needs.Business intelligence solutions: Data visualization and storytelling to help clients make data-driven decisionsScalable finance and accounting workflow automation: Using ETL tools to streamline processes and reduce manual workOverall workflow solutions: Automating routine and manual tasks to increase efficiencyProcess-level written documentation and standard operating procedures: Ensuring consistency and clarity in business processesDynamic Excel workflows: Enabling users to model data effectively and efficiently at scale"From my experience, if folks have at least a sizable number of properties (25+), they could likely benefit from these areas to increase efficiency, reduce costs, and ultimately improve ROI.I'm eager to hear your thoughts and insights on the automation-related needs you see among your clients.
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30 March 2024 | 18 replies
Final update (sort of) on my Tax Lien Adventure.
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29 March 2024 | 21 replies
If you’re trying it with property already being publicly available, the task just became geometrically more difficult with a similarly lower success rate.
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29 March 2024 | 10 replies
Does anyone else have a best practice for getting this key admin task done ?
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31 March 2024 | 11 replies
If a task can't be done manually, AI likely won't solve it either.
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28 March 2024 | 0 replies
We'd be incredibly grateful for the chance to pick your brain and learn from your experience.Here's how we can provide value:We're dedicated and eager to learn.We're happy to assist with research, analysis, or any tasks that might benefit you.We bring a fresh perspective and a willingness to hustle!
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28 March 2024 | 13 replies
Can you provide more details on the specific tasks you wouldn't do?
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27 March 2024 | 2 replies
This is a laborious task.
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27 March 2024 | 9 replies
Plus a Tax Accountant can be invited to it and they would be able to look at all the details.I set my clients up with a Box account, it is free for the first 10 GB, and allows them to scan receipts into the folder, sign pdfs from it, and other various document tasks to make it easy for them.
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27 March 2024 | 9 replies
Looking for a virtual assistant to help with some messaging tasks, bookkeeping type work, and some reporting.