I wanted to say thank you to Manager-Tools for giving actionable advice each and every week! I never knew how much I appreciated it until I tried to get some advice from peers in the Canadian public practice accounting community.
Our firm's workflows are non-existent. This means that we miss/forget client deadlines and work to catch up more than we should. I set out on a mission to develop a workflow system which would do the following:
- Provide a framework for engagement status reporting,
- schedule the various aspects of each engagement to the correct individuals,
- and to provide back up, thus missed deadlines due to slipping through the cracks. .
However, I didn't know what a working system/software/etc... would look like because this is my first job in public practice - and no one here knows what it looks like.
I contacted people in my industry that I have in my network. Most are more than willing to give advice and discuss the topic. Not a singe one, however, was able to tell me specifically "here's what that looks like" or "here's the software we use."
In the end, I have only collected vague suggestions with no actionable components. It leads me to believe that a lot of my competition are just as clueless as I am!
THANKS MANAGER TOOLS for providing working solutions to many issues. I think it's time for you to start Canadian-public-practice-small-accounting-firms Tools. I'll be your first subscriber!