Some of the tasks that come to mind are making copies, watching the printer, e-mail management, the internet and data entry just to name a few. As you can see these tasks do not add value to the client and a CPA license is not required to get them accomplished. Clerical tasks need to be performed by clerical staff. Professionals need to be leveraged. Triage the tasks in your firm and I assure you that profitability will improve significantly. By the way be sure to charge for clerical tasks.
Be prepared for the arguments and barriers put up by your staff by preparing your responses in advance of your process improvement efforts. Here’s a few that come to mind:
- It’s easier to do it myself.
- I can’t find anyone to do it.
- They don’t understand what I want.
- I like doing the work.
- The client wants me to do the work.
- I need the billable hours.
Please share your thoughts and questions concerning profit improvement and process improvement in your firm.