workflow for accountants & cpa practices
Post on 07-Apr-2016
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Work%low for Accountants & CPA Firms Presented by Jetpack Workflow
De%ining Work%low It’s cri7cal to think through how your firm will define workflow. For example, is it taking a holis7c approach at everything that moves through the office? Or will you be focused solely on client work? It’s also cri7cal to reflect on past experiences building out workflow and systems. What’s gone well? What hasn’t gone well… and why? Laying out these founda7on ques7ons can give you a jumpstart on launching a sustainable, workflow solu7on for your firm.
Mapping it Out
Your next step is to lay out the current process. AMer all, whether you’ve consciously create a workflow system or not, there is a process for how work is completed inside your firm or prac7ce. Start by thinking through the most 7me intensive, or profitable, or most problema7c job or workflow in your firm. 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/file the return. 7. Jane accepts, sends final invoice, and sends out the paperwork
Technology Checklist
AMer you’ve gone through the workflow process, you’ll then want to look at what a poten7al “ideal” workflow applica7on would look like. ü Needs to be cloud based ü Ability to sort and track hundreds of clients ü Able to assign team members work ü Easy way to see which work needs reviewed ü Ability to add custom recurrences ü Time tracking capabili7es ü And so on J Pubng together a simple checklist will drama7cally improve the odds of finding, or selec7ng, the best workflow soMware for your firm.
Your End Vision
AMer outlining your checklist and current workflow, the next step is defining 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 specific 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 final step would be communica7ng the workflow 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 you’ve decided to priori7ze workflow. Chances are, they will appreciate your concern of work/life balance, focusing more on client work, and building a stronger, more efficient prac7ce. As long as your team sees it’s a move to beder life balance, and not a way to add more work to their plate, you’ll set yourself up to implement a great, sustainable, workflow 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, filter, 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 filters, simply use the “needs review” func7on to see work that needs your aden7on.
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 encryp7on (SSL Cer7fied), as well as manages mul7ples 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
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