Every firm we talk to wants to be more productive. They want everyone working efficiently and getting through the work as quickly as possible. And so do your clients.
Knowing, thereby managing, the capacity of your team is another key goal for many firms to keep the work flowing. Being able to effectively see what work is allocated to which team members today, this week, next week, next month helps you maximize the throughput of your team – and help set expectations with clients where required.
In addition to managing the workload of your team, managing how they complete work creates consistency and efficiency across your team.
We often hear firms say they rely on work papers or checklists to streamline their processes as well as ensure all team members, especially new team members, are completing tasks the same fashion across the team. Systems that let you define your processes give you the flexibility to do things the way you want them completed.
Every accounting and bookkeeping firm is different, yet every firm has a common goal to operate more efficiently.
That efficiency comes from having the tools in place that support the processes of your firm that are determined and implemented by your team.
If you would like to learn more about how the free workflow tools in QuickBooks Online Accountant can help you manage your practice workflow, contact your account manager or call the team on 1800 618 521.