Monday, January 28th, 2019

Improving Your Processes

“Trust only movement. Life happens at the level of events, not of words. Trust movement.” – – Alfred Adler

In 2018, after busy season, you and many others in your firm worked very hard to focus on your internal processes. Many firm administrators have explored, revisited, revamped, documented and rolled-out improved processes for the 2019 busy season.

Of course, there will need to be tweaking and modification along the way. One of the biggest hurdles for many CPA firm leaders is that they think procedures need to be perfect before they make changes to the old way. Nothing is ever perfect. My most important piece of advice for making your firm better is DO THINGS!

As your team works through the new, improved processes, make adjustments immediately if the process isn’t working as expected. Never be afraid to fail. You will never move ahead if you don’t have failures.

Be sure you have clearly defined and communicated each process or procedure. Make sure everyone knows exactly what is expected.

I like to share this sample – it is an excellent example of clearly defined steps. It is how to make coffee. Never again can someone in your firm, who left an empty pot on the burner, say, “I don’t know how to make coffee.”

While this is on the lighter side, think about how using this format could help your people more clearly define all of the processes in your firm.

You don’t have to wait until April to work on Action Plans for many of your processes, have the administrative team get started as they come upon challenges during busy season. January through April is also a good time for your tech team, your HR manager and marketing director to better define and clearly document the processes in their areas.

 

  • "Do the hard jobs first. The easy jobs will take care of themselves."
  • Dale Carnegie

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