I’m not ready for advisory - how can I give a better service first?

Last week I explained why you aren’t doing True Advisory® and promised to tell you about *MOSPFVERGLED instead.  

O stands for Operations which troubles most accountant practices. It’s the engine room where client work is processed, deadlines are managed, queries answered, staff make mistakes, clients fail to provide information, or get it wrong, HMRC push back.  

So, I set out a 3-month Operations programme where: 

• A detailed workflow system is created  

• All the stages that every job must pass through  

• The stage that every job has reached  

• Target dates by stage  

• Accountant allocated to each stage  

• Payments: received to date – outstanding – yet to bill  

• All posted on the wall, by client - for all to see  

• Weekly review – all staff – all outsourcers – client by client  

• Explanations for job stages and payments overdue  

• Corrective actions allocated  

• Persistent lateness and errors into personal review system 

Next step: to discuss how that could work for you, please call me