Streamline CPA Practice Workflows

I run a small CPA firm and need an experienced systems thinker to examine and refine three core areas: client onboarding, the tax-preparation process, and the way we store and track client files. Where I feel the most friction is the beginning of the relationship... (Budget: $250 - $750 CAD, Jobs: Accounting, Business Analysis, Business Consulting, CRM, Process Automation, Project Management, Tax Preparation, Workflow Automation)