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Best Practice Workflow Management For The Modern Accounting Firm
There is much talk in the accounting profession about business advisory. Accountants must do more advisory or they will not survive, so the rhetoric goes. Well, it’s not that simple. Compliance is not going away; it is changing, but it’s not going away. To unlock capacity so that you can, if you choose, pursue business advisory with clients, it’s critically important to get the basics right in your firm. And for an accounting business, workflow management absolutely must be a core competency.
So how do you tackle the age-old problems that plague the profession? Too many open jobs; not enough jobs being closed; slow job turnaround; budgets missed, resulting in write-downs; unhappy clients and unhappy team members? In this webinar, Colin Dunn discusses the keys to best practice workflow management, enabling you to unlock the hidden potential in your firm.
Panalitix is currently engaged in several workflow management projects with firms around the world. Colin will share data collected from surveys of team members in those firms, shining a light on where the real problems lie – and highlighting differences in perception of the firms’ performance amongst differing team members. Armed with that data, you can take clear and focused action to address the issues that are holding you back.
You’ll also be introduced to Panalitix’s proprietary diagnostic technology which helps you gain honest and anonymous feedback from team members operating at the coal face. No more making decisions based on gut feel; use real data to drive change and unlock capacity.