Posted on: August 06, 2014 Uncategorized

OperationsManualOne of the keys to creating a lifestyle practice is having a staff you can trust to keep your practice humming when you’re not there. A big part of achieving that level of trust is providing your team with the tools they need to run your business without you. That’s why I’m such a fanatical believer in written systems.

All successful CPA practices have a written manual explaining “how we do things here”, otherwise known as a “policies and procedures” manual. If your practice doesn’t have one, then get on it. You’ll never achieve the lifestyle practice you dream about without one.

Without how-to documentation your employees can fall back on, everything depends on you. If something happens to keep you away, even for a short period, your entire practice would be thrown into chaos.

Documenting the systems for all the functions of your practice can also make easier work of hiring and training new employees. And when it comes to the client experience, documented systems help ensure consistency, which gives clients more confidence in what they perceive as a world-class, efficiently run operation.

I realize the idea of assembling this manual can seem overwhelming. That’s why I recommend setting small, incremental goals. For example, you might set a goal to document one process per week. Admittedly, it’s a big plate, but take it one bite at a time.

First, organize your work into categories, such as client fulfillment, finance/money, lead generation, lead conversion and management. This will essentially become the outline for your manual.

When you’re ready to begin documenting tasks, start with those you deem most important. You don’t have to work in the order of your outline. And most importantly, have the person who performs the actual task document how it’s done.

Next week visit our blog at www.CPA Marketing for my next installment. Looking forward to your feedback.

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