Question
I would like a step by step overview of how an effective workflow works inside of a small CPA firm
Answer
Here's a step-by-step guide to help you establish an effective workflow system:
1)Identify and map out key processes
2)Determine the roles and responsibilities of your team members for each process.
3)Create detailed standard operating procedures (SOPs) for each process.
4)Utilize project management tools to streamline your workflow.
5)Establish review and feedback loops
6)Provide ongoing training and development opportunities for your team members.
7)Monitor and evaluate performance
