{"id":110688,"date":"2023-04-25t11:59:30","date_gmt":"2023-04-25t15:59:30","guid":{"rendered":"\/\/www.g005e.com\/?p=110688"},"modified":"2024-08-27t17:02:35","modified_gmt":"2024-08-27t21:02:35","slug":"start-every-engagement-with-an-sla","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/04\/25\/start-every-engagement-with-an-sla\/","title":{"rendered":"start every engagement with an sla"},"content":{"rendered":"

\"man<\/a>bonus: an sla sample checklist.<\/strong><\/p>\n

by penny breslin<\/i>
\nit\u2019s not just the numbers<\/i><\/a><\/p>\n

anytime there is a business relationship between entities, expect to see a contract or some form of written agreement. in outsourcing, as in many other relationships, this is called a service level agreement (sla)<\/strong>. this agreement is used to establish the scope of the engagement. it clearly states who is responsible for what, when, where and how. it provides a quid pro quo <\/em>that you can verify with the business owner(s), so that both parties are fully aware of their obligations.<\/p>\n

more: <\/b>three demos: pricing your value add<\/a> | set expectations with an anticipatory set<\/a> | four steps for controlling source documents<\/a> | how to use onenote to create a firm playbook<\/a> | how to develop procedures for bos<\/a> | top tech tools for building your new bos business<\/a> | choose your little black dress of technology<\/a> |\u00a0pick your favorite clients<\/a> | keep the accountants focused on accounting<\/a> | what do you want advisory services to be?<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

the important thing is to go through each function and each area with the business owners(s), have them read it with you together and check off each item so that they are clear on what you expect from them, and so you are clear on what deliverables you are promising.
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\nthis is critical to getting full buy-in, so have all the decision makers in the room.<\/strong><\/p>\n

if they are not all together, come back another time. if you impressed them by now, they will make sure it happens. you cannot<\/strong> take on this kind of work without clarity of purpose and defined scope. the checklist in the sla, if referred to often, updated and known to all your team, will keep scope creep to a minimum. scope creep will make the sale of the value-added services of little value, and obliterate your ability to standardize.<\/p>\n

your own team will be just as much of an issue here as the client. as the leader you have to keep this vision in front of everyone.<\/p>\n

goproposal makes sla setup and proposal writing easy. i have included a sample sla at the end of this post.<\/p>\n

after listing all the work that needs to be done in the calculation excel file, we found the firm cost to be $1,103 per month. this includes the monthly fees for xero and the sync software but not the fees for vend, shopify or bill.com. in this instance, those fees of $137 per month are billed to the client by each vendor separately. after we mark up our fees, the final monthly cost to the client is $2,343. monthly fees to the firm are $2,206.<\/p>\n

there is wiggle room here and the cost may seem rather high but remember what you are providing: real-time support and managerial reports. this amounts to $570 per week for the client. if you cannot find some savings that meet that $570 in all the muddled data from the quickbooks file, we would be surprised. this is one company with a cfo already in house. they appear to be making money, but the owners are not sleeping well at night for fear of not knowing. what is the value of a good night\u2019s sleep?<\/p>\n

when i have presented this to cpas they always make the end a higher number. go for it, just make sure you follow through with what you promise. because a good night\u2019s sleep is highly valuable to a business owner.<\/p>\n

calculations<\/strong><\/p>\n

\"spreadsheet\"<\/a><\/p>\n

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\u00a0<\/strong><\/p>\n

service level agreement sample checklist\u00a0<\/strong><\/h3>\n

between:\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 [bos]<\/strong><\/p>\n

and:\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 [client: __________ ]<\/strong><\/p>\n

services and deliverables to be provided to client by provider:<\/strong><\/p>\n