{"id":41420,"date":"2015-09-29t05:00:41","date_gmt":"2015-09-29t09:00:41","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=41420"},"modified":"2015-10-02t09:52:22","modified_gmt":"2015-10-02t13:52:22","slug":"3-steps-firm-procedures-manuals","status":"publish","type":"post","link":"\/\/www.g005e.com\/2015\/09\/29\/3-steps-firm-procedures-manuals\/","title":{"rendered":"3 steps for firm procedures manuals"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/09\/bestpractices_dollarphotoclub_74718946.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-thumbnail wp-image-43951\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/09\/bestpractices_dollarphotoclub_74718946-201x201.jpg\" alt=\"hands holding sign that says &quot;best practices&quot;\" width=\"201\" height=\"201\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/09\/bestpractices_dollarphotoclub_74718946-201x201.jpg 201w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/09\/bestpractices_dollarphotoclub_74718946.jpg 100w\" sizes=\"(max-width: 201px) 100vw, 201px\" \/><\/a>we document everything else, why not processes?<\/strong><\/p>\n<p><i><span style=\"font-weight: 400;\">by roman h. kepczyk<\/span><\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/qop\/\"><i><span style=\"font-weight: 400;\">quantum of paperless<\/span><\/i><\/a><\/p>\n<p>every firm has accountants that are 10\u00a0percent, 20 percent or even 50 percent more productive in their departments than other personnel because they have simply \u201cfigured it out.\u201d unfortunately, when these people leave the firm, their unique knowledge of specific processes and shortcuts goes with them.<\/p>\n<blockquote>\n<p style=\"padding-left: 30px;\"><b>more on tech spending:<\/b><a href=\"\/\/www.g005e.com\/2015\/09\/22\/stop-paper-source-client\/\"><span style=\"font-weight: 400;\">stop paper at the source: the client<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/09\/08\/set-optimal-scanning-practices\/\"><span style=\"font-weight: 400;\">how and why to set optimal scanning practices<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/09\/01\/digital-workflow-systems-make-tax-season-easier\/\"><span style=\"font-weight: 400;\">digital workflow systems make tax season easier<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/08\/25\/decides-keep\/\"><span style=\"font-weight: 400;\">who decides what to keep?<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><span style=\"font-weight: 400;\"><a href=\"\/\/www.g005e.com\/2015\/08\/18\/firms-need-document-management-standards\/\">firms need document<\/a>\u00a0<\/span><a href=\"\/\/www.g005e.com\/2015\/08\/18\/firms-need-document-management-standards\/\"><span style=\"font-weight: 400;\">management standards<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/08\/04\/intranets-maximize-firm-knowledge\/\"><span style=\"font-weight: 400;\">how smart accounting firms use intranets to get smarter<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/07\/28\/unified-messaging\/\"><span style=\"font-weight: 400;\">unified messaging boosts security<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/07\/21\/ready-revolution-phone\/\"><span style=\"font-weight: 400;\">ready for a revolution? your phone is<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/07\/07\/enough-internet-bandwidth-crucial\/\"><span style=\"font-weight: 400;\">when is the last time you renegotiated your internet rates?<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/30\/kepczyk-bandwidth\/\"><span style=\"font-weight: 400;\">remote access boosts productivity, requires planning<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/23\/kepczyk-software-updates\/\"><span style=\"font-weight: 400;\">get ahead of your software updates<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/17\/still-microsoft-office-2010-consider-2013-365\/\"><span style=\"font-weight: 400;\">blame accounting vendors: accountants stuck with outdated versions of microsoft office<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/10\/upgrading-windows-step-time\/\"><span style=\"font-weight: 400;\">ready or not, here comes windows 10<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/02\/back-check-backup\/\"><span style=\"font-weight: 400;\">back up and check your backup<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/05\/26\/cloud-computing-can-cost-less\/\"><span style=\"font-weight: 400;\">cloud computing can cost less<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/05\/19\/laptop-workers-common\/\"><span style=\"font-weight: 400;\">laptop-only workers more common<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><span style=\"font-weight: 400;\"><a href=\"\/\/www.g005e.com\/2015\/05\/05\/monitor-real-estate-better\/\">in pc monitors, more is better<\/a>\u00a0<\/span><\/p>\n<\/blockquote>\n<p>it is the responsibility of firms to capture these individuals\u2019 best practices so that their knowledge can be shared and accessed by all firm members both now and in the future. this can be accomplished by making a concerted effort to develop a best practices manual within each department.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2015\/09\/29\/3-steps-firm-procedures-manuals\/#more-41420\" 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%2f2015%2f09%2f29%2f3-steps-firm-procedures-manuals%2f&amp;t=3+steps+for+firm+procedures+manuals'  ><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'  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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%2f2015%2f09%2f29%2f3-steps-firm-procedures-manuals%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:%203%20steps%20for%20firm%20procedures%20manuals&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\/2015\/09\/29\/3-steps-firm-procedures-manuals\/\" title=\"email this: 3 steps for firm procedures manuals \"><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\/09\/bestpractices_dollarphotoclub_74718946.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-thumbnail wp-image-43951\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/09\/bestpractices_dollarphotoclub_74718946-201x201.jpg\" alt=\"hands holding sign that says &quot;best practices&quot;\" width=\"201\" height=\"201\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/09\/bestpractices_dollarphotoclub_74718946-201x201.jpg 201w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/09\/bestpractices_dollarphotoclub_74718946.jpg 100w\" sizes=\"(max-width: 201px) 100vw, 201px\" \/><\/a>we document everything else, why not processes?<\/strong><\/p>\n<p><i><span style=\"font-weight: 400;\">by roman h. kepczyk<\/span><\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/qop\/\"><i><span style=\"font-weight: 400;\">quantum of paperless<\/span><\/i><\/a><\/p>\n<p>every firm has accountants that are 10\u00a0percent, 20 percent or even 50 percent more productive in their departments than other personnel because they have simply \u201cfigured it out.\u201d unfortunately, when these people leave the firm, their unique knowledge of specific processes and shortcuts goes with them.<\/p>\n<blockquote>\n<p style=\"padding-left: 30px;\"><b>more on tech spending:<\/b><a href=\"\/\/www.g005e.com\/2015\/09\/22\/stop-paper-source-client\/\"><span style=\"font-weight: 400;\">stop paper at the source: the client<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/09\/08\/set-optimal-scanning-practices\/\"><span style=\"font-weight: 400;\">how and why to set optimal scanning practices<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/09\/01\/digital-workflow-systems-make-tax-season-easier\/\"><span style=\"font-weight: 400;\">digital workflow systems make tax season easier<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/08\/25\/decides-keep\/\"><span style=\"font-weight: 400;\">who decides what to keep?<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><span style=\"font-weight: 400;\"><a href=\"\/\/www.g005e.com\/2015\/08\/18\/firms-need-document-management-standards\/\">firms need document<\/a>\u00a0<\/span><a href=\"\/\/www.g005e.com\/2015\/08\/18\/firms-need-document-management-standards\/\"><span style=\"font-weight: 400;\">management standards<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/08\/04\/intranets-maximize-firm-knowledge\/\"><span style=\"font-weight: 400;\">how smart accounting firms use intranets to get smarter<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/07\/28\/unified-messaging\/\"><span style=\"font-weight: 400;\">unified messaging boosts security<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/07\/21\/ready-revolution-phone\/\"><span style=\"font-weight: 400;\">ready for a revolution? your phone is<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/07\/07\/enough-internet-bandwidth-crucial\/\"><span style=\"font-weight: 400;\">when is the last time you renegotiated your internet rates?<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/30\/kepczyk-bandwidth\/\"><span style=\"font-weight: 400;\">remote access boosts productivity, requires planning<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/23\/kepczyk-software-updates\/\"><span style=\"font-weight: 400;\">get ahead of your software updates<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/17\/still-microsoft-office-2010-consider-2013-365\/\"><span style=\"font-weight: 400;\">blame accounting vendors: accountants stuck with outdated versions of microsoft office<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/10\/upgrading-windows-step-time\/\"><span style=\"font-weight: 400;\">ready or not, here comes windows 10<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/02\/back-check-backup\/\"><span style=\"font-weight: 400;\">back up and check your backup<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/05\/26\/cloud-computing-can-cost-less\/\"><span style=\"font-weight: 400;\">cloud computing can cost less<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/05\/19\/laptop-workers-common\/\"><span style=\"font-weight: 400;\">laptop-only workers more common<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><span style=\"font-weight: 400;\"><a href=\"\/\/www.g005e.com\/2015\/05\/05\/monitor-real-estate-better\/\">in pc monitors, more is better<\/a>\u00a0<\/span><\/p>\n<\/blockquote>\n<p>it is the responsibility of firms to capture these individuals\u2019 best practices so that their knowledge can be shared and accessed by all firm members both now and in the future. this can be accomplished by making a concerted effort to develop a best practices manual within each department.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2015\/09\/29\/3-steps-firm-procedures-manuals\/#more-41420\" 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'  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href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2015%2f09%2f29%2f3-steps-firm-procedures-manuals%2f&amp;title=3+steps+for+firm+procedures+manuals&amp;summary=we+document+everything+else%2c+why+not+processes%3f%0d%0a%0d%0aby+roman+h.+kepczyk%0d%0aquantum+of+paperless%0d%0a%0d%0aevery+firm+has+accountants+that+are+10%c2%a0percent%2c+20+percent+or+even+50+percent+more+productive+in+their+departments+than+other+personnel+because+they+have+simply+%e2%80%9cfigured+it+out.%e2%80%9d+unfortunately%2c+when+these+people+leave+t'  ><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>\n<li 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for firm procedures manuals \"><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 class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":1342,"featured_media":43951,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_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":[3120,2306],"tags":[],"class_list":["post-41420","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pro-member-exclusive","category-tech-and-fintech","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>3 steps for firm procedures manuals - 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\/2015\/09\/29\/3-steps-firm-procedures-manuals\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"3 steps for firm procedures manuals - 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\/2015\/09\/29\/3-steps-firm-procedures-manuals\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"article:publisher\" 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