{"id":119726,"date":"2023-12-05t15:55:11","date_gmt":"2023-12-05t20:55:11","guid":{"rendered":"\/\/www.g005e.com\/?p=119726"},"modified":"2024-08-27t17:00:25","modified_gmt":"2024-08-27t21:00:25","slug":"revisit-your-back-office-support-procedures","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/12\/05\/revisit-your-back-office-support-procedures\/","title":{"rendered":"revisit your back office support procedures"},"content":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-45831\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/womanflowchartchalkboard_dollarphotoclub_92423779.jpg\" alt=\"woman drawing flowchart on a blackboard\" width=\"1600\" height=\"1067\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/womanflowchartchalkboard_dollarphotoclub_92423779.jpg 1600w, 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_92423779-424x283.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/womanflowchartchalkboard_dollarphotoclub_92423779-849x566.jpg 849w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/strong><\/p>\n<p><strong>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><strong>:<\/strong> <a href=\"\/\/www.g005e.com\/2023\/11\/28\/every-back-office-support-client-needs-a-playbook\/\">every back office support client needs a playbook<\/a> | <a href=\"\/\/www.g005e.com\/2023\/11\/21\/you-have-to-manage-three-kinds-of-procedures\/\">you have to manage three kinds of procedures<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/24\/tech-tips-for-back-office-support\/\">tech tips for back office support<\/a> | <a href=\"\/\/www.g005e.com\/2023\/09\/26\/decoding-tech-and-all-those-acronyms\/\">decoding accounting tech (and all those acronyms)<\/a> | <a href=\"\/\/www.g005e.com\/2023\/09\/05\/digital-marketing-strategies-level-the-playing-field\/\">digital marketing strategies level the playing field<\/a> | <a href=\"\/\/www.g005e.com\/2023\/08\/15\/eight-tasks-to-delegate-today\/\">eight tasks to delegate today<\/a><\/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\/12\/05\/revisit-your-back-office-support-procedures\/#more-119726\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><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%2f12%2f05%2frevisit-your-back-office-support-procedures%2f&amp;t=revisit+your+back+office+support+procedures'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  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:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2023%2f12%2f05%2frevisit-your-back-office-support-procedures%2f&amp;title=revisit+your+back+office+support+procedures&amp;summary=%0d%0a%0d%0aremember+it%e2%80%99s+not+just+your+team+on+board%2c+it%e2%80%99s+also+your+clients.%0d%0a%0d%0aby+penny+breslin%0d%0ait%e2%80%99s+not+just+the+numbers%0d%0a%0d%0aonce+you+have+your+procedures%2c+you+can+assign+tasks+to+your+team+members.+because+we+perform+back+office+work+for+many+accounting+firms%2c+we+often+adapt+to+other+firms%e2%80%99+workflows.+we+are+often'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  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:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2023%2f12%2f05%2frevisit-your-back-office-support-procedures%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  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:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20revisit%20your%20back%20office%20support%20procedures&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\/12\/05\/revisit-your-back-office-support-procedures\/\" title=\"email this: revisit your back office support procedures \"><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><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-45831\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/womanflowchartchalkboard_dollarphotoclub_92423779.jpg\" alt=\"woman drawing flowchart on a blackboard\" width=\"1600\" height=\"1067\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/womanflowchartchalkboard_dollarphotoclub_92423779.jpg 1600w, 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_92423779-424x283.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/11\/womanflowchartchalkboard_dollarphotoclub_92423779-849x566.jpg 849w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/strong><\/p>\n<p><strong>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><strong>:<\/strong> <a href=\"\/\/www.g005e.com\/2023\/11\/28\/every-back-office-support-client-needs-a-playbook\/\">every back office support client needs a playbook<\/a> | <a href=\"\/\/www.g005e.com\/2023\/11\/21\/you-have-to-manage-three-kinds-of-procedures\/\">you have to manage three kinds of procedures<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/24\/tech-tips-for-back-office-support\/\">tech tips for back office support<\/a> | <a href=\"\/\/www.g005e.com\/2023\/09\/26\/decoding-tech-and-all-those-acronyms\/\">decoding accounting tech (and all those acronyms)<\/a> | <a href=\"\/\/www.g005e.com\/2023\/09\/05\/digital-marketing-strategies-level-the-playing-field\/\">digital marketing strategies level the playing field<\/a> | <a href=\"\/\/www.g005e.com\/2023\/08\/15\/eight-tasks-to-delegate-today\/\">eight tasks to delegate today<\/a><\/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\/12\/05\/revisit-your-back-office-support-procedures\/#more-119726\" 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%2f12%2f05%2frevisit-your-back-office-support-procedures%2f&amp;t=revisit+your+back+office+support+procedures'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  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:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2023%2f12%2f05%2frevisit-your-back-office-support-procedures%2f&amp;title=revisit+your+back+office+support+procedures&amp;summary=%0d%0a%0d%0aremember+it%e2%80%99s+not+just+your+team+on+board%2c+it%e2%80%99s+also+your+clients.%0d%0a%0d%0aby+penny+breslin%0d%0ait%e2%80%99s+not+just+the+numbers%0d%0a%0d%0aonce+you+have+your+procedures%2c+you+can+assign+tasks+to+your+team+members.+because+we+perform+back+office+work+for+many+accounting+firms%2c+we+often+adapt+to+other+firms%e2%80%99+workflows.+we+are+often'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' 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class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20revisit%20your%20back%20office%20support%20procedures&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2023\/12\/05\/revisit-your-back-office-support-procedures\/\" title=\"email this: revisit your back office support procedures \"><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>\n<\/ul>\n<div 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