6 Keys to successfully implementing new apps
You’ve gone to conferences, talked to colleagues, read the industry blogs, and done multiple Google searches. You’ve picked an app that is going to revolutionize your client [...]
The Process Improvement Cycle
Process improvement involves a continuous cycle of identifying, analyzing, and improving business processes. There are entire libraries full of writings on process improvement – and a lot of [...]
Maintaining your Procedures
Documenting your firm’s procedures is a big job - and one you don’t want to ignore. And, much as I hate to be the bearer of bad [...]
How to write a great procedure
So you’re finally convinced that your firm needs to have written procedures. Or maybe you’ve been convinced all along– it’s just so hard to write them. We [...]
8 Reasons why you need to document your procedures
You know you should have written procedures - everyone tells you so. But writing procedures falls very clearly under the “important but not urgent” umbrella, making it [...]
Handling Source Documents – Keeping it Straight
The foundation of a good workflow system is making sure the resources needed by your staff to perform their work are in a secure but central location. [...]
Circle-Slash AR – Save time and improve cash flow by eliminating accounts receivable
One of the biggest benefits of a fixed fee billing model for my firm has been the ability to eliminate accounts receivable. A Typical Invoicing Process for [...]