Post on 17-Jul-2016
description
Tax Workflow Software for
Accountants & CPA Firms
Presented by Jetpack Workflow
Defining Workflow It’s riti al to thi k through ho our fir ill defi e orkflo .
For example, is it taking a holistic approach at everything that moves
through the office?
Or will you be focused solely on client work?
It’s also riti al to refle t o past e perie es uildi g out orkflo a d systems.
What’s go e ell?
What has ’t go e ell… a d h ?
Laying out these foundation questions can give you a jumpstart on
launching a sustainable, workflow solution for your firm.
Benefits of Optimizing Workflow
• Increase client services and billable time
• Improve team efficiency and company
morale
• Create a system that can scale and grow
• Improve profitability and cash flow
• Create freedom in your firm
3 Ways to Improve Workflow
Our Story
David Cristello
David@jetpackworkflow.com
412-543-8571
2325 East Carson Street Pittsburgh, PA 15203
Foundation
Foundation
Mapping it out, pen and paper or mind
map
No need to map out everything
Pick the most time consuming, frequent,
and/or profitable jobs you do.
Return
1. Receive client work
2. Scan it in
3. Pass it along to X
4. Prepare the return
5. 1st review
6. Send notes and complete review
7. 2nd review
8. File
9. Invoice client
10. Receive payment
The Good News
The more information you put down, the better.
It can be a list
It can be a visual
Even post it notes or a white board (our personal
favorite)
Pick Three workflows that are common / time
consuming / annoying/ painful / most profitable
Maximize
Maximize
Elimination
Elimination
• Perfe t is ’t additio , it’s eli i atio
• Each Step Earns it’s pla e • Duplicate or Inconsistent Work
• Multiple workflows for the same job
• Bottlenecks identified (which make is
unnecessarily long?)
Elimination
• Perfe t is ’t additio , it’s eli i atio
• Each Step Earns it’s pla e • Duplicate or Inconsistent Work
• Multiple workflows for the same job
• Bottlenecks identified (which make is
unnecessarily long?)
Elimination
Grade each step
• A: Efficient, easy to understand
• B: Efficient, not easy to understand
• C: Not efficient, easy to understand
• D: Not efficient, difficult to understand
Elimination
Most Time Consuming Jobs:
• A: Efficient, easy to understand
• B: Efficient, not easy to understand
• C: Not efficient, easy to understand
• D: Not efficient, difficult to understand
Optimization
Optimization
• Date in procedure
• Review procedure
• Feedback procedure
• One off jobs and tasks?
• Pulling time sheets?
Technology Checklist
After ou’ e go e through the orkflo pro ess, ou’ll the a t to look at hat a pote tial ideal orkflo appli atio ould look like.
Needs to be cloud based
Ability to sort and track hundreds of clients
Able to assign team members work
Easy way to see which work needs reviewed
Ability to add custom recurrences
Time tracking capabilities
And so on
Putting together a simple checklist will dramatically improve the odds
of finding, or selecting, the best workflow software for your firm.
Your End Vision
After outlining your checklist and current workflow, the next step is
defi i g hat su ess looks like.
Are you looking to cut down unbillable time from X to Y?
Are you look to complete all returns before a specific date?
Or have your team work only so many hours per week?
Or even for you to be able to have more free time (read: any free time)
during busy season?
Bringing Your Team on board
Now that you have a great foundation, the final step would be
communicating the workflow roadmap (ie implementing a new system)
to your team. You can get their feedback on the current process (after
all, they could provide great insight into bottlenecks!), as well as
o u i ati g WHY ou’ e de ided to prioritize orkflo .
Chances are, they will appreciate your concern of work/life balance,
focusing more on client work, and building a stronger, more efficient
practice.
As lo g as our tea sees it’s a o e to etter life ala e, a d ot a a to add ore ork to their plate, ou’ll set ourself up to i ple e t
a great, sustainable, workflow solution.
Bonus: Inside Look
Create custom work views
Setup custom work views so you know exactly
what you need to be working on.
Easily setup recurring client work
Track, sort, filter, and search for relevant client
jobs.
Email notifications to keep you on
track
Quick see what is falling through the cracks, which client,
team member, or category of work is falling through the
cracks.
Can you quickly review work?
Usi g our preloaded filters, si pl use the eeds re ie fu tio to see ork that eeds our attention.
Is it proven?
Jetpack Workflow has tracked over 85,000 jobs
and tasks, and works with professionals from all
over the world.
Is it secure?
Jetpack Workflow uses top of the line encryption
(SSL Certified), as well as manages multiples
backups every day.
Want to Learn More?
Click Here to View an in-depth Video Tour of
Jetpack Workflow
To Learn More or to Start Your Full, 14 Day
Free Trial, Visit JetpackWorkflow.com