{"id":63000,"date":"2019-08-20t12:10:39","date_gmt":"2019-08-20t16:10:39","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=63000"},"modified":"2019-08-22t11:00:34","modified_gmt":"2019-08-22t15:00:34","slug":"why-your-firm-needs-procedure-manuals","status":"publish","type":"post","link":"\/\/www.g005e.com\/2019\/08\/20\/why-your-firm-needs-procedure-manuals\/","title":{"rendered":"why your firm needs procedure manuals"},"content":{"rendered":"

\"5<\/a>make sure you include all steps.
\n<\/strong><\/p>\n

by roman h. kepczyk<\/i>
\nquantum of paperless<\/i><\/a><\/p>\n

every firm has accountants who are 10 percent, 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

more: <\/b>beyond email: new digital tools<\/a> | why scanning procedures matter<\/a> | using databases for document management<\/a> | survey: firms split on mobile device management<\/a> | need internet? grab your phone<\/a> | survey: im still not common at cpa firms<\/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

it is the responsibility of firms to capture these individuals\u2019 best practices so that that specific 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.
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\nthe first phase of the process is to lay out the production processes from start to finish on a flowchart, beginning with the first contact with the client through the billing of the service. too many procedure manuals only deal with the specific application that is being utilized. the scope of the document needs to be expanded to identify and include every step in the firm\u2019s workflow, including equipment and personnel.<\/p>\n

the first step in developing a manual is for departmental personnel to accurately evaluate how well the firm performs each service activity and rating them by those:<\/p>\n