Struggling with inefficent workflows in your accounting practice?

Many firms continue to play pass the baton with client jobs. Pick up and put down of files is rife and can add upwards of 30% to job cost.

Smart firms recognize this ongoing leakage of time for what it truly is… wastage. Instead, schedule client jobs according to client priority and preference, involve your clients in that scheduling, interview them (either face to face or remotely) and ensure all data is present before you start. It can be done, but it does take discipline, and frankly that’s something the accounting industry sometimes lacks.

Firms with a real workflow focus search for the workflow bottlenecks in their business. They implement performance standards at every stage of the job: compilation, review and finalization.

Do you recognize inefficient workflow management as a significant efficiency aspect?


Credit source: http://www.brownriggconsulting.com/about_viv