The Process Playbook

Your blueprint for standardizing, optimizing and documenting your accounting firm’s critical processes.

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Life in an accounting practice is dictated by processes. Day-to-day, week-to-week, year-to-year—even moment-to-moment. A firm with standardized and documented processes moves through these moments efficiently and with confidence.

This guide explains all you need to know about taking your firm’s processes, standardizing them to increase efficiency and documenting them to enable scalability in a simple, digestible, and human way.

You'll learn:

  • How to work smarter, not harder

  • The benefits of standardized and documented processes

  • How standardizing and documenting your processes will: boost your top line, help you understand if you actually need to hire, increase your firm's productivity, efficiency and visibility, and more

  • The 8 best practice steps for standardizing and documenting your processes

This playbook contains stories from accounting firms that have standardized and documented their processes, plus templates and worksheets to help you on your own journey.