We have extensive experience in assisting new firms launch their offices and helping existing firms revamp their procedures. This makes us an ideal partner when your workflow isn’t flowing and needs rework.
- Identifying workflow processes that do or should exist at the firm, for example:
- New client intake/vetting process
- New employee training process
- Required flow of information or work product between employees at the same level, or hierarchical levels, in the company
- EOM/Quarter-end/EOY process (also beginning-of-period processes)
- A/P process (entering vendors and invoices into the system, paying the vendor)
- Bill-running process
- A/R collection process
- General accounting procedures
- Any series of steps that is regularly executed as a normal part of doing business
- Detailed mapping of each process
- Improving the processes to minimize employee frustration and maximize effectiveness
- Documenting the process to ensure it’s followed correctly