10/20/2026
๐๐จ๐ฎโ๐ฏ๐ ๐๐ฌ๐ฌ๐ข๐ ๐ง๐๐ ๐ญ๐ก๐ ๐ญ๐๐ฌ๐ค ๐๐ง๐ ๐ฌ๐ก๐๐ซ๐๐ ๐ ๐ฅ๐ข๐ฌ๐ญ ๐จ๐ ๐ฐ๐ก๐๐ญ ๐ง๐๐๐๐ฌ ๐ญ๐จ ๐๐ ๐๐จ๐ง๐. ๐๐ซ๐ ๐ญ๐ก๐ ๐ฌ๐ญ๐๐ฉ๐ฌ ๐ฐ๐ซ๐ข๐ญ๐ญ๐๐ง ๐๐ฅ๐๐๐ซ๐ฅ๐ฒ ๐๐ง๐จ๐ฎ๐ ๐ก ๐๐จ๐ซ ๐ฌ๐จ๐ฆ๐๐จ๐ง๐ ๐ญ๐จ ๐๐จ๐ฅ๐ฅ๐จ๐ฐ ๐ง๐๐ฑ๐ญ ๐ญ๐ข๐ฆ๐?
When I spoke with Ethan, a CPA firm owner, he told me that his firm's procedure manual was not complete.
A task list tells your team what needs to be done. A written procedure explains how to do it, so they can use the same instructions each time the work comes around.
The gap is that the knowledge used to do the work has not all been turned into instructions another person can follow.
Start with one recurring client service. Ask the person who does the work to walk through it, then compare that explanation with the written procedure.
Write down the steps they had to explain that were missing from the document.
The goal is a procedure your team can use the next time that work comes around.
If your firm's procedures are incomplete and you're unsure where to begin, my Workflow Freedom Audit is a place to start.
We review one workflow to identify where time and money are being lost and what to fix first. For this issue, that includes looking at where the written process leaves people needing more explanation.
Book a Clarity Call to discuss the help your firm needs. Link in the comments.