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3 Measures of the Effectiveness of Your Team

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illustration with 3 thermometersThey work in harmony.

By Jody Grunden

Once you’ve systemized the processes for your accounting team, it’s important to evaluate the effectiveness of your process on a regular basis. You want to be aware of what’s working well and what’s not. You also want to continually be improving upon your services over time.

MORE: Transferring Clients to a New Employee | How to Evaluate Workflow Management Software | When the IRS and FBI Come Knocking | 5 Questions to Evaluate New Tech Tools | The Hidden Cost of Running a Distributed Company | How to Develop Your Leadership Team
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There are three things you can specifically monitor when it comes to the effectiveness of your team, as shown in the illustration at right.
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Transferring Clients to a New Employee

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Use your workflow software to guide training.

By Jody Grunden

When it comes to onboarding new employees, workflow management software can be extremely helpful in streamlining the process. In most cases, as we grow, new employees take over existing clients from other team members. They still need to meet with the other team members to discuss what’s needed for each client, but the workflow management software serves as their roadmap during that time.

MORE: How to Evaluate Workflow Management Software | How to Profit with Workflow Apps | Cyber Security at a Virtual CPA Firm | Top Tech Choices for the Virtual Firm | Keeping the Right People on the Bus | DiSC Helps Remote Team Work Together Effectively | 3 Ways to Keep Client Files Safe from Security Threats | The Rise of the Virtual CFO
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Although much of the process may be very similar from one client to the next, each client has its own individual needs. The roadmap is an important tool that guides new employees through the day-to-day workflow for each individual client.
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How to Evaluate Workflow Management Software

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Don’t be afraid to use the full trial period to decide.

By Jody Grunden

When evaluating workflow management software, it is important to evaluate your priorities and know what you want out of the system. It is also important to understand that there isn’t going to be an exact fit.

MORE: How to Profit with Workflow Apps | Why Process Is Key to Remote Work | Innovate for the Right Reasons | Creative Perks for Remote Employees | 10 Interview Questions for Unlocking True Potential
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

After comparing options, make sure that the system you go with meets the priorities at the top of your list. Once the system is picked, it is important to spend time inside the system to figure out how your company is going to use it.
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Pre-COVID-19, Accounting Profession Hits New Highs

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We’ll be comparing apples to zebras for a while.

By Beth Bellor

What a difference a month makes. The accounting profession set several new records in the latest employment figures … but.

For our analysis on the COVID-19 impact on the profession, see Planning for the Coronavirus Recession

That “but,” of course, is the global pandemic. The numbers almost seemed dated as soon as they were released, because we know many of those gains quickly melted away.
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How to Profit with Workflow Apps

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Pixelated blue text "workflow" on binary code backgroundStop reinventing the wheel.

By Jody Grunden

As a business grows, it becomes necessary to systemize the processes in order to increase the team’s efficiency and deliver a consistent experience for clients.

MORE: Why Process Is Key to Remote Work | When the IRS and FBI Come Knocking | 5 Questions to Evaluate New Tech Tools | Traditional Benefits for Remote Employees | The Hidden Cost of Running a Distributed Company | How to Develop Your Leadership Team | 4 Ways to Bill Clients
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

One of the challenges that comes with creating systems can be getting every team member on board with the process you want to put in place. For example, Joe may have one way of doing things, while Karen does them another way and Susie yet another.

Creating a system will likely require all of them to make some changes in their own day-to-day workflows.
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