How often do you step back from the day to day work in the practice on clients’ affairs and consider the steps and processes you use to run your practice? What technology is being used (or paid for but not used) and how is it being used? Have there been new features added that you have not considered yet?
The Covid-19 pandemic has disrupted the workplace in some shape or form for practically everyone. However, many in the accounting profession have been busier than ever due to the sudden need for cashflow forecasts, loan applications, job retention scheme grant claims, etc.
Practitioners are now dealing with more advisory work, the extension of accounts filing deadlines and more tax work arriving earlier in the year – encouraging them to look at automation options and new ways to make efficiency gains.
This guide demonstrates where to start with the 'new normal' ways of working and the new processes you can implement to see real benefits in your practice.