The importance of documenting your firm’s critical processes

As an accounting professional, you know all too well that your day-to-day, week-to-week, year-to-year—even moment-to-moment—is dictated by processes.

And when you have no visibility over your processes, things can get messy.

For example, you might have one action—say, onboarding a new client—that is being performed differently each time, depending on the team member managing it, simply because the process isn't standardized and documented.

This simple example can result in:

Decreases in efficiency

Roadblocks to productivity

Inconsistent experiences from customer-to-customer

Ultimately, these are barriers to scaling your firm.