WorkflowCon 2025: Standardizing Processes Across the Firm - Workshop With Justine Lackey скачать в хорошем качестве

WorkflowCon 2025: Standardizing Processes Across the Firm - Workshop With Justine Lackey

In this highly practical WorkflowCon 2025 workshop, Justine Lackey, founder of Good Cents Management and leader of The Incubator program, walks accounting and bookkeeping professionals through the essentials of designing, implementing, and maintaining firm-wide standard operating procedures (SOPs) that actually get used. Drawing on 15 years of experience building, and eventually selling a virtual bookkeeping company, Justine provides a blueprint for standardizing processes without overwhelming your team. Justine introduces her signature Four F Framework: Sales, Systems, Skills, and Service, which outlines the core functions every firm must document to operate smoothly. She explains why SOPs often fail: overcomplication, outdated documents, and a disconnect between what’s written and what actually happens in real life. With a friendly, relatable teaching style, she offers practical formats for SOPs, including checklists, dashboards, email templates, scripts, and workflow diagrams. Throughout the session, Justine emphasizes that SOPs must be living documents, updated in real time, reviewed quarterly, and embedded into daily habits. She shares habit-building techniques inspired by Atomic Habits, helping firm owners implement systems their teams will consistently follow. Real-time audience questions guide discussions around workflow management challenges, documentation gaps, and best practices for standardizing recurring tasks. Justine concludes by offering actionable steps and resources, including her Velocity strategic planning retreat, empowering firm owners to build sustainable processes that keep teams aligned and clients consistently supported. Want to streamline your accounting workflow and never miss a deadline again? Go here: https://hubs.li/Q03jr_ML0 Financial Cents is the practice management platform built for accounting firms to stay organized, hit deadlines, and scale with ease. It brings everything you need into one place—automated task tracking, client communication, team collaboration, and visibility into every project—so you can stop juggling tools and start running a more efficient, profitable firm. ______________________ Book a Demo - https://hubs.li/Q03qk4fw0 Start a free trial - https://hubs.li/Q03jr_QL0 ______________________ Connect with us: LINKEDIN:   / financial-cents   TWITTER: https://x.com/_financialcents FACEBOOK:   / financialcents   🔔 Subscribe to our channel for additional tips and insights!