Workflow - getting it right in your firm is hard...
Most leaders of accountancy firms know what great workflow looks like but find it difficult taking the steps to fix it.
Efficient workflow is the key to sustained profitability in your firm. It's also really important for team engagement, by reducing stress and peaks like January tax season. And of course, it offers clients higher value by getting their information to them when you said you would.
So how come most firms don't have efficient workflow?
In the blogs below you will discover what great workflow looks like and some of the important factors when it comes to managing workflow in your firm including:
- managing change
- processes and systems
- planning and checklists
- strategic planning
- core purpose
- OKRs (Objectives and Key Results)
- lean
- exit planning
- and much more