Create a Workflow Process

All accounting firms have a workflow process. But it is fair to say that most of these accounting firms do not have it properly documented.

Darren Xerri has developed the first stage of a workflow process firms can start using immediately. All you need to do is allocate your standard documents to each task for each step and the department or team member responsible.

This Guide is ideal for accounting firms who:

• need a documented workflow process for their compliance offering
• need guidance on what templates scripts, processes, and procedures to create so the whole team can use
• want to serve their clients more efficiently and effectively
• require a manual to be given to new team members during their induction process.

This Guide is designed for your firm to be able to:

• provide links to the required documentation for each task for every step
• allocate a team member or department to each step
• insert or delete tasks that will be relevant to your firm
• feel at ease that if someone leaves, they don’t leave with the IP in their head.

One thing you need to consider when implementing this process is the value of using software to help you maximise the consistency of delivery.