{"id":101482,"date":"2022-09-28t15:00:08","date_gmt":"2022-09-28t19:00:08","guid":{"rendered":"\/\/www.g005e.com\/?p=101482"},"modified":"2024-08-07t23:10:29","modified_gmt":"2024-08-08t03:10:29","slug":"who-belongs-on-your-team","status":"publish","type":"post","link":"\/\/www.g005e.com\/2022\/09\/28\/who-belongs-on-your-team\/","title":{"rendered":"keep the accountants focused on accounting"},"content":{"rendered":"
<\/a>checklist: the 10 questions you need to ask.<\/strong><\/p>\n by penny breslin<\/i> i\u2019ve developed a series of questions to assess someone\u2019s aptitude for being on a team. each person in your firm who is a possible member of the back office support (bos) team needs to answer these questions. that includes you, as you are a potential team member.<\/p>\n more: <\/b>which kind of team do you have?<\/a> | you don\u2019t have to do everything<\/a> | what do you want advisory services to be?<\/a> | meet the new bos<\/a> | why ai is not the enemy<\/a> ask others in your firm or people you work with outside your firm to give you feedback on these questions as they see you and the other potential members of your team. their responses will give you a second filtering of your potential as well as others you would like on your team. notice these are not questions relating to the competencies in accounting functions. the assumption is that you and your people already possess those skills. with the coronavirus pandemic, we now have interactive virtual learning taking place at a higher rate. we may all find this a bit challenging but consider young children now learning in a virtual environment. some struggle, some get by and some thrive. different learners all, but all can learn. the newest graduates who will be coming to your firm have experienced this virtual learning and they have adapted in their own way. just think one year and one event has changed how we perceive learning into the next decade. the pandemic also changed business in the same ways.<\/p>\n questions to ask of yourself and others in your firm:<\/p>\n your team doesn\u2019t need to work alone. there are reputable groups of boss, accountants and bookkeepers who use social media to connect, annual meetings and webinars to discuss and share information. listen to your peers, then act in the best interest of your firm and your clients.<\/p>\n from my experience building bos teams around the world, at a minimum, there should be three members of the team to cover the four aspects of this function along with the leader who is the coordinator. remember the four aspects:<\/p>\n who within your firm has already shown they can be a team player? be honest; if this is not something you yourself enjoy, then stop here \u2026 stay where you are. playing well with others \u2013 either people or technology \u2013 is important. you really must like this aspect in order to do it well and maintain it.<\/p>\n once you have identified the members of your team, it\u2019s time to divide up the roles they\u2019ll fill.<\/p>\n accountant\/bookkeeper or bos leader (bosl)<\/strong><\/p>\n the bosl\u2019s function with the client back office (cbo) is to:<\/p>\n the bosl\u2019s function with the bookkeeper manager (bkm) is to:<\/p>\n the bosl function with the preparers (prp) is minimal and based on the ability of the bkm to oversee the prp.<\/p>\n bookkeeper manager (bkm)<\/strong><\/p>\n this is the person who will figure out the processes plus understand the goals that you and the client are trying to achieve. an mba is a plus for the person in this role. this role does not require a cpa. do not duplicate yourself. you don\u2019t need more of what you already bring to the table. instead, add to the development of the bos team. finding people who can add to the overall team and who also want to grow is important.<\/p>\n you may set up some initial procedures based on knowledge you gain from the client, but the actual day-to-day will become the main concern of the bkm. processes change, and with ai, they change often and fast. this person needs to be aware of the changes and be open to new technologies. give this person the opportunity to learn often.<\/p>\n the bkm\u2019s function with the bosl is to:<\/p>\n we have clients in san diego, boston, salt lake, philadelphia, seattle, toronto, spain and israel. we have only met face to face with our clients located in san diego. all others we have communicated with and set up via zoom and we maintain communication via slack. we always make sure that the businesses have a tax accountant we can communicate with and who is aware of the level of work we are performing.<\/p>\n the bkm\u2019s function with the cbo is to:<\/p>\n the bkm\u2019s function with the prp is to:<\/p>\n preparer (prp)<\/strong><\/p>\n the preparers (prp) often\u00a0 have little contact with the bosl and cbo. they will be managed by the bkm, who will assign tasks. their key responsibilities are the completion of the assigned tasks \u2013 typically data review\/entry \u2013 and keeping the source documents organized.<\/p>\n client (cbo)<\/strong><\/p>\n the client (cbo) communicates with bos and bkm and typically presents to prp as a task, the source documents and cbo procedures. the cbo has an accounting data file hosted on a saas system or asp\/cloud or under the bos firm.<\/p>\n implementer and documenter<\/strong><\/p>\n this person works as a connector between all members of the team(s). in firms where the bkm does the task work, this is usually office staff who support the bkm to take the onus of source document collection off their desk. they can be trained to document and update procedures as they change. if they are good, they can also implement the apps and manage some training of the cbo.<\/p>\n these job descriptions cover a larger firm but can be condensed to the sole accountant\/bookkeeper building a vertical bos. the main takeaway here is that these are distinct aspects of performing accounting and bookkeeping services that occur every day, but other than the prp role, these have no real accounting function (but are the functions that bookkeepers and accountants allow themselves to get stuck<\/strong> with) as they are all peripheral. however, these functions are needed in order to complete the accounting tasks. never forget the ancillary aspect of any work you take in. it\u2019s not magic. there is always a push and a pull and to not know the workings of that is a slow painful experience.<\/p>\n sup<\/strong><\/p>\n sup \u2013 team leader on provider<\/strong> outsource side \u2013 is needed only if the bos team preparers are at or managed by a third party. the supervisor (sup) functions as the first line of communications with prp for training, schedules, overall work review and backup protocols for exceptions. when issues arise with prp work, it is the sup\u2019s responsibility to troubleshoot with bkm or bosl. sups will review prp work during initial setup or if problems occur. sups are used if a bos firm is outsourcing large amounts of data review\/entry to a third party.<\/p>\n here is a diagram of our teams:<\/p>\n
\nit\u2019s not just the numbers<\/i><\/a><\/p>\n
\nexclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n
\ntoday\u2019s young graduates in accounting and young entrepreneurs are used to teamwork, and they prefer it. there is much to learn and little time to adapt the knowledge. sharing the task of learning with a team \u2013 you, your employees, your clients and the apps and ai \u2013 makes this a doable proposition.<\/p>\n\n
team members and job descriptions<\/h3>\n
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