{"id":107554,"date":"2023-02-21t11:58:03","date_gmt":"2023-02-21t16:58:03","guid":{"rendered":"\/\/www.g005e.com\/?p=107554"},"modified":"2023-02-26t22:47:37","modified_gmt":"2023-02-27t03:47:37","slug":"procedures-require-regular-revisiting","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/02\/21\/procedures-require-regular-revisiting\/","title":{"rendered":"procedures require regular revisiting"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/womanflowchartchalkboard_dollarphotoclub_92423779.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-45831\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/womanflowchartchalkboard_dollarphotoclub_92423779-424x283.jpg\" alt=\"woman drawing flowchart on a blackboard\" width=\"424\" height=\"283\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/womanflowchartchalkboard_dollarphotoclub_92423779-424x283.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/womanflowchartchalkboard_dollarphotoclub_92423779.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/womanflowchartchalkboard_dollarphotoclub_92423779.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/womanflowchartchalkboard_dollarphotoclub_92423779-849x566.jpg 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/womanflowchartchalkboard_dollarphotoclub_92423779.jpg 1600w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>remember it\u2019s not just your team on board, it\u2019s also your clients.<\/strong><\/p>\n<p><i>by penny breslin<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/its-not-just-the-numbers-by-penny-breslin-and-damien-greathead-pb22its\/\"><i>it\u2019s not just the numbers<\/i><\/a><\/p>\n<p>once you have your procedures, you can assign tasks to your team members. because we perform back office work for many accounting firms, we often adapt to other firms\u2019 workflows. we are often on their workflows for our tasking but internally we also needed a simple means of tasking. another easily integrated app with slack provided this, teamline. with teamline we just type <strong>\/teamline<\/strong> into any channel and:<\/p>\n<ul>\n<li>create a new task on the fly or use a premade template<\/li>\n<li>assign it to a team member<\/li>\n<li>set a due date<\/li>\n<li>attach a file<\/li>\n<li>add a checklist of items<\/li>\n<\/ul>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/02\/14\/how-to-use-onenote-to-create-a-firm-playbook\/\">how to use onenote to create a firm playbook<\/a> | <a href=\"\/\/www.g005e.com\/2023\/02\/07\/how-to-develop-internal-procedures\/\">how to develop internal procedures<\/a> | <a href=\"\/\/www.g005e.com\/2023\/01\/17\/proper-workflow-demands-consistency\/\">proper workflow demands consistency<\/a> | <a href=\"\/\/www.g005e.com\/2022\/12\/27\/workflow-tools-can-deepen-client-relationships\/\">workflow tools can deepen client relationships<\/a> |\u00a0<a href=\"\/\/www.g005e.com\/2022\/11\/29\/digital-marketing-strategies-for-accounting-firms\/\">going viral: today\u2019s top marketing strategies<\/a> | <a href=\"\/\/www.g005e.com\/2022\/10\/19\/10-types-of-clients\/\">top ten types of clients (and 24 more reader suggestions)<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/02\/21\/procedures-require-regular-revisiting\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>teamline notifies both the assignee and the creator as to the progress of the task automatically. integration to our google calendar puts the teamline task into the calendar. we never leave slack while doing this as the integration between slack, teamline and google calendar is seamless.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/02\/21\/procedures-require-regular-revisiting\/#more-107554\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  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href=\"mailto:?subject=cpa%20trendlines%20:%20procedures%20require%20regular%20revisiting&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2023\/02\/21\/procedures-require-regular-revisiting\/\" title=\"email this: procedures require regular revisiting \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/womanflowchartchalkboard_dollarphotoclub_92423779.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-45831\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/womanflowchartchalkboard_dollarphotoclub_92423779-424x283.jpg\" alt=\"woman drawing flowchart on a blackboard\" width=\"424\" height=\"283\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/womanflowchartchalkboard_dollarphotoclub_92423779-424x283.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/womanflowchartchalkboard_dollarphotoclub_92423779.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/womanflowchartchalkboard_dollarphotoclub_92423779.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/womanflowchartchalkboard_dollarphotoclub_92423779-849x566.jpg 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/womanflowchartchalkboard_dollarphotoclub_92423779.jpg 1600w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>remember it\u2019s not just your team on board, it\u2019s also your clients.<\/strong><\/p>\n<p><i>by penny breslin<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/its-not-just-the-numbers-by-penny-breslin-and-damien-greathead-pb22its\/\"><i>it\u2019s not just the numbers<\/i><\/a><\/p>\n<p>once you have your procedures, you can assign tasks to your team members. because we perform back office work for many accounting firms, we often adapt to other firms\u2019 workflows. we are often on their workflows for our tasking but internally we also needed a simple means of tasking. another easily integrated app with slack provided this, teamline. with teamline we just type <strong>\/teamline<\/strong> into any channel and:<\/p>\n<ul>\n<li>create a new task on the fly or use a premade template<\/li>\n<li>assign it to a team member<\/li>\n<li>set a due date<\/li>\n<li>attach a file<\/li>\n<li>add a checklist of items<\/li>\n<\/ul>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/02\/14\/how-to-use-onenote-to-create-a-firm-playbook\/\">how to use onenote to create a firm playbook<\/a> | <a href=\"\/\/www.g005e.com\/2023\/02\/07\/how-to-develop-internal-procedures\/\">how to develop internal procedures<\/a> | <a href=\"\/\/www.g005e.com\/2023\/01\/17\/proper-workflow-demands-consistency\/\">proper workflow demands consistency<\/a> | <a href=\"\/\/www.g005e.com\/2022\/12\/27\/workflow-tools-can-deepen-client-relationships\/\">workflow tools can deepen client relationships<\/a> |\u00a0<a href=\"\/\/www.g005e.com\/2022\/11\/29\/digital-marketing-strategies-for-accounting-firms\/\">going viral: today\u2019s top marketing strategies<\/a> | <a href=\"\/\/www.g005e.com\/2022\/10\/19\/10-types-of-clients\/\">top ten types of clients (and 24 more reader suggestions)<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/02\/21\/procedures-require-regular-revisiting\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>teamline notifies both the assignee and the creator as to the progress of the task automatically. integration to our google calendar puts the teamline task into the calendar. we never leave slack while doing this as the integration between slack, teamline and google calendar is seamless.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/02\/21\/procedures-require-regular-revisiting\/#more-107554\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f02%2f21%2fprocedures-require-regular-revisiting%2f&amp;t=procedures+require+regular+revisiting'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent 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class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":4581,"featured_media":98562,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3184,1363,1908,3120,3002],"tags":[],"class_list":["post-107554","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory","category-featured","category-management","category-pro-member-exclusive","category-special","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>procedures require regular revisiting - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2023\/02\/21\/procedures-require-regular-revisiting\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"procedures require regular revisiting - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2023\/02\/21\/procedures-require-regular-revisiting\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta 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