Friday, July 13th, 2018

Think Before You Automate

“It’s not enough to be busy, so are the ants. The question is, what are we busy about?” – Henry David Thoreau

Your firm is almost paperless. You have been working on it (that’s what many firm leaders tell me) but still some paper flows around the office as tax returns and other client projects are being prepared.

You find an appropriate accounting workflow software and commit to automating the way that work flows through your office. There are several vendors serving the CPA profession. Do your research and find out which one is best for your firm. Both of the prominent CPA profession software vendors have a product.

Then you are anxious to get it up and running so that you can digitally track the work flowing through the office. Move ahead cautiously. Take time to think. Are you planning to simply replicate your current process by using the software?

Before you automate, investigate and eliminate all of the inefficiencies in your current processes. The accounting software will just do what you tell it to do. Form a task force comprised of people from different levels and disciplines involved in the work and streamline the process before you automate it.

Accounting workflow software will help you take a huge step toward becoming a truly digital firm.

 

  • "Efficiency is doing things right; effectiveness is doing the right things."
  • Peter Drucker

Leave a Reply