Creating Efficiencies in Processing End of Year Work (Renovate Part 2)

CWSD Episode 18, Sam continues the series based around the Renovate Program, which is all about helping create space in our firms and getting a super efficient at what we do every day. These sessions are all around the job processes for End of Year work, which still takes up about 85% of our work, so it's this area that accountants need to get super focused on. If you haven't yet listened to Episode 16, about the overall workflow, and Episode 17 about the first stage, then do so before you listen to this episode. In this episode, Sam covers the second stage of the work flow. This is around processing jobs and making sure you are establishing the mindset and the systems to create more efficiencies in this stage. Sam explains the steps in processing a job, the power of the finishing mindset and the importance of getting accountants doing accounting work and having other staff do the rest. She also discusses the difference between redoing and reviewing, the blocks and inefficiencies that can happen in this stage, and why you should write down processes even if you don't have staff. Grab your copy of the Workflow Blueprint at blueprinthq.com.au This episode is brought to you by Blueprint Renovate Program, the program designed to create space in your firm to cultivate mindset change through what you do everyday. Visit blueprinthq.com.au/contact to start the conversation.