3 top business process improvement tips for oklahoma cpas (slideshare)

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3 Top Business Process Improvement

Tips for Oklahoma CPAs

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Here are three business

process improvement

suggestionsRon Vaughn

Solutions Specialist



to manage your time

effectively, maintain client

satisfaction, and make the

best use of your employeesRon Vaughn Solutions Specialist



Make the Best Use

of Internal Meeting TimeRon Vaughn




Try these ideas to make

the meeting more productive

and eliminate wasted time:Ron Vaughn




• Have a Stand-Up Meeting

Ron Vaughn Solutions Specialist



• Every Meeting

Has an AgendaRon Vaughn




• Attendees Must Add Value




Make sure the team

understands there are

no penalties for ending

meetings earlyRon Vaughn Solutions Specialist



or for cancelling a meeting

if a productive enough

agenda can’t be put together

to justify the meetingRon Vaughn Solutions Specialist



Client meetings should have

priority over internal meetings

whenever possibleRon Vaughn




The Customer

is Not Always Right…

They Hired You for a ReasonRon Vaughn




You can delegate some

responsibilities to your clients

in having them provide you

with the data you need to

manage their books, Ron Vaughn




such as scanning receipts,

invoices, and associating

them with transactions.Ron Vaughn




And be sure to get your client

to sign off on completed tasks

where it makes senseRon Vaughn




Don’t Be Afraid to Delegate




If you have an employee

with the ability to get work

done, make use of the

available talentRon Vaughn Solutions Specialist



If they need coaching

on the task along the way,

it will take less time than

doing the work yourselfRon Vaughn Solutions Specialist



Be sure to praise the

employee for a job well done, Ron Vaughn




and they will be confident

to step up to more tasks

the next timeRon Vaughn




For many Oklahoma CPAs,

changing just some of the

dynamics in the office can

make a big change in your

workplaceRon Vaughn




What business process

changes have you made

which have resulted in

big changes for your firm’s

productivity and customer

satisfaction?




Tell us about it in the

Comments section belowRon Vaughn



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