April 29th, 2021 at 6pm PST  

Training Overview

Feeling overwhelmed with all the work on your plate? Sometimes I wish I could create several clones of myself so I can work on multiple tasks at the same time. While the technology to clone ourselves is still being developed, the next best thing we can do is document easy to follow, step-by-step standard operating procedures for our business that we can use to easily onboard new staff. We need to get our business processes out of our head and onto paper so there are no guessing games for your staff. With step-by-step procedures in place, your staff will be able to perform tasks exactly how you would perform them yourself.

Learning Objectives: We will cover the tools and techniques I've used to get my procedures down quickly and effortlessly.

Topics Covered

  • Discover the many benefits of having standard operating procedures (SOPs) in place for your firm
  • Leverage painless software tool(s) that I lean on to create client SOPs quickly and easily
  • Unpack how to document the most common procedures, such as month-end, cash management, and inventory management

CPE Sponsored By:

AccountingSuite 2

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Prerequisites: None