3 Top Business Process Improvement Tips for Oklahoma CPAs (SlideShare)
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Transcript of 3 Top Business Process Improvement Tips for Oklahoma CPAs (SlideShare)
Courtesy of Emsco Solutions
http://www.ITGuideforOKCCPAs.com
3 Top Business Process Improvement
Tips for Oklahoma CPAs
Sponsored by http://www.ITGuideforOKCCPAs.com
Here are three business
process improvement
suggestionsRon Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
to manage your time
effectively, maintain client
satisfaction, and make the
best use of your employeesRon Vaughn Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
Make the Best Use
of Internal Meeting TimeRon Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
Try these ideas to make
the meeting more productive
and eliminate wasted time:Ron Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
• Have a Stand-Up Meeting
Ron Vaughn Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
• Every Meeting
Has an AgendaRon Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
• Attendees Must Add Value
Ron Vaughn Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
Make sure the team
understands there are
no penalties for ending
meetings earlyRon Vaughn Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
or for cancelling a meeting
if a productive enough
agenda can’t be put together
to justify the meetingRon Vaughn Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
Client meetings should have
priority over internal meetings
whenever possibleRon Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
The Customer
is Not Always Right…
They Hired You for a ReasonRon Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
You can delegate some
responsibilities to your clients
in having them provide you
with the data you need to
manage their books, Ron Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
such as scanning receipts,
invoices, and associating
them with transactions.Ron Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
And be sure to get your client
to sign off on completed tasks
where it makes senseRon Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
Don’t Be Afraid to Delegate
Ron Vaughn Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
If you have an employee
with the ability to get work
done, make use of the
available talentRon Vaughn Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
If they need coaching
on the task along the way,
it will take less time than
doing the work yourselfRon Vaughn Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
Be sure to praise the
employee for a job well done, Ron Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
and they will be confident
to step up to more tasks
the next timeRon Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
For many Oklahoma CPAs,
changing just some of the
dynamics in the office can
make a big change in your
workplaceRon Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
What business process
changes have you made
which have resulted in
big changes for your firm’s
productivity and customer
satisfaction?
Ron Vaughn Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
Tell us about it in the
Comments section belowRon Vaughn
Solutions Specialist
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