In-Firm Workflow Opportunities
With a primary focus on servicing clients and chargeable hours, many firms seldom have adequate time to focus on identifying optimal production practices, standardizing them, and providing training to all their firm members.
WRITE-UP OPTIMIZATION
Most firms today still do a fair amount of write-up work, but one of the biggest hassles is dealing with transferring files back and forth, often times with physical media such as CDs or USB drives that must be disposed of. In addition to using portals to transfer files, firms should push to not move these files at all, and instead connect directly into the client’s system with remote access tools such as GoToMyPC, LogMeIn, WebEx and Intuit.
As previously mentioned, the current business climate is providing a unique opportunity to take a look at our practices, and such an opportunity may not come again for a long time. Firms should take this time to work “on” their practice rather than “in” their practice, and everyone will be better off in the long run.
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Roman H. Kepczyk, CPA.CITP is President of InfoTech Partners North America, Inc. and works exclusively with accounting firms throughout North America to optimize the utilization of their accounting applications and workflow in every aspect of their practice. He can be contacted at roman@cpata.com.
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