Best practices and standard operating procedures (SOPs) may not be exciting, but they are vital for the growth of accounting and bookkeeping firms.

Following best practices and procedures helps accountants deliver consistent work for clients, avoid mistakes, and ensure they always adhere to industry rules and regulations. In turn, this keeps clients happy and leads to financial growth.

Despite their importance, making sure team members stick to best practices can be challenging. When bad habits begin to form, it can be easy to assume this is because of laziness. However, while this can sometimes be the case, it’s more likely that processes aren’t clearly documented, are difficult to access or aren’t appropriately maintained by more senior staff members.

Without clear and easy-to-follow SOPs, standards of work can fall, resulting in disappointed clients and a tarnished reputation. If you need additional guidance on creating best practices or SOPs, we break this process down here.

We’re here to help. Read on for some top tips on how to help your team stick to best practices and procedures.

Why are best practices and procedures important?

Just how vital are best practices and procedures, really? You might feel that you’re managing fine without any formalised SOPs. And maybe you are.

But as your accounting or bookkeeping firm grows and takes on more clients, SOPs will become more and more necessary.

Best practices prevent mistakes

One of the simplest ways to prevent easily avoidable mistakes is by systemising repeatable tasks. If a task needs to be completed for each client regularly, creating a standardised checklist will ensure your team never misses a step.

Tools like Pixie can help you to automate and manage task lists to make everyone’s lives easier — you can even assign tasks to clients.

They maintain a consistent quality of work

Defining your firm’s SOPs means that each client will receive the same high standard of care without fluctuations in quality over time. Standards should remain consistent even in the case of staff absences or departures from the business.

No matter which team member your clients are working with, your business should maintain a reputation for delivering high-quality work. Of course, we know you’ve hired a team of superstars, but even a superstar can have a bad day! Clearly defining proper ways of working can go a long way to preventing errors from occurring and can help your team catch mistakes before they cause problems.

They ensure industry rules and regulations are adhered to

It’s critically important to adhere to industry rules and regulations, especially in a sector like accounting or bookkeeping. Your clients trust you with their financial information, and it is your responsibility to guarantee you are reporting on this accurately.

Clearly documented and easily accessible processes will prevent your team from accidentally overlooking crucial details and keep your accountancy firm on the right side of the law.

Strategies for helping your team stick to best practices

So, how can you ensure your team adheres to your best practices and procedures once you’ve defined them? Read about our 5 recommended strategies in our Pixie blog.


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