Workflow for accountants & cpa practices
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Transcript of Workflow for accountants & cpa practices
Work%low for Accountants & CPA Firms Presented by Jetpack Workow
De%ining Work%low Its cri7cal to think through how your rm will dene workow. For example, is it taking a holis7c approach at everything that moves through the oce? Or will you be focused solely on client work? Its also cri7cal to reect on past experiences building out workow and systems. Whats gone well? What hasnt gone well and why? Laying out these founda7on ques7ons can give you a jumpstart on launching a sustainable, workow solu7on for your rm.
Mapping it Out Your next step is to lay out the current process. AMer all, whether youve consciously create a workow system or not, there is a process for how work is completed inside your rm or prac7ce. Start by thinking through the most 7me intensive, or protable, or most problema7c job or workow in your rm. Next list out all the steps (and the person who typically completes them, on a piece of paper, word document, or anything to help you visualize the current process (whiteboard, post it notes, etc)
Mapping it Out (Part 2) Example of what the process would look like: Personal Tax Returns 1. Sally sends an email to all clients reques7ng their informa7on 2. AMer receiving it, she scans it and sends an email to Jane 3. Jane then updates her excel spreadsheet, so she knows she can
begin working on it. 4. Jane completes the return, marks it in excel, and emails Bob 5. Bob does the 1st review of the return. 6. If accepted, he then emails Jane and tells her to invoice the client
and mail/le the return. 7. Jane accepts, sends nal invoice, and sends out the paperwork
Technology Checklist AMer youve gone through the workow process, youll then want to look at what a poten7al ideal workow applica7on would 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 capabili7es And so on J Pubng together a simple checklist will drama7cally improve the odds of nding, or selec7ng, the best workow soMware for your rm.
Your End Vision AMer outlining your checklist and current workow, the next step is dening what success looks like. Are you looking to cut down unbillable 7me from X to Y? Are you look to complete all returns before a specic date? Or have your team work only so many hours per week? Or even for you to be able to have more free 7me (read: any free 7me) during busy season?
Bringing Your Team on board Now that you have a great founda7on, the nal step would be communica7ng the workow roadmap (ie implemen7ng a new system) to your team. You can get their feedback on the current process (aMer all, they could provide great insight into bodlenecks!), as well as communica7ng WHY youve decided to priori7ze workow. Chances are, they will appreciate your concern of work/life balance, focusing more on client work, and building a stronger, more ecient prac7ce. As long as your team sees its a move to beder life balance, and not a way to add more work to their plate, youll set yourself up to implement a great, sustainable, workow solu7on.
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, lter, and search for relevant client jobs.
Email noti%ications 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?
Using our preloaded lters, simply use the needs review func7on to see work that needs your aden7on.
Is it proven?
Jetpack Workow has tracked over 85,000 jobs and tasks, and works with professionals from all over the world.
Is it secure?
Jetpack Workow uses top of the line encryp7on (SSL Cer7ed), as well as manages mul7ples backups every day.
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