Systemising accounts call ins, preparation, budget etc?
We are a small practice in North London, and have grown well over the last few years. does anyone have, or is prepared to share a system for producing accounts efficiently.
in my mind:
- I don’t like just letters going out asking for information, people need calls too
- When stuff comes on it needs to be checked to ensure it is what we need, yes, that will take time, but its useful time
- When records come in they need to be both
- acknowledged and
- clients given a time when they can expect the accounts back
- the work needs to be put on the plan
- I want things turned around in 3 weeks, and that means from the day in, to the day draft accounts are out, and faster if there a deadline
- I want the clerk briefed, given a budget, and a date they expect to deliver back
- I want the budget checked
- I want a bill done ,or reconciled to a standing order
- Letter or email drafted
- Accounts reviewed in a standard way
- I want a monthly or weekly report of accounts that have gone out, I thought monthly, but now prefer weekly
alternatively, anyone fancy two weeks to consultancy to get us a set of systems that will allow that part of my practce to run smoothly
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you say systemising