Procedure Manuals

Internal control documentation requests have you dusting off your Procedure Manuals?

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Why wait until your accountant gets hit by a bus?  

We'd all like to think not having a procedure manual could cripple the business...but it might if the accountant who has all the passwords and know where everything can be found on the web (especially your shopping cart) doesn't show up for work, could you function effectively?

One solution...

Hire Eileen to design and ghost write your Procedure Manual.  She'll make it easy and make sure you get the credit.

eileen@taxdetective.ca

Or.. call Eileen at 604-943-7414.

Ask Eileen for examples of procedures and she'll send you copies of articles on procedural steps.

Advisor Advantage is an e-corporate newsletter for accountants who sign up as ProAdvisors. Each article is a mini procedure manual which includes step by step instructions with screenshots for ProAdvisors to follow when assisting clients with converting to or training users to use QuickBooks. 

She designed the procedures and wrote the procedures, then trained the trainers to convert hundreds of retailers to QuickBooks software. 

Business owners call Eileen for online coaching when they need help with QuickBooks.  Whether it's installation, starting a file, choosing preferences, setting up users, designing systems, forms, customizing reports, automating processes or just because the accounts won't balance.   

Another solution (less expensive)?

Before you invest more time and money, purchase the 65 minute webinar for only $29.95 

 

  Here's what one CGA had to say:

 "Count me in, I bought Snag-it, but haven’t had much time to use it. I used to have procedures on every file, and every process, but it fell into disrepair when the boom hit. It seemed we were all too busy to keep them updated.

Oddly, we had a staff meeting on re-instituting this 1st week in May, but then the lead person had a stroke. It really drove the point home, as new staff have to pick up files with little direction.
 
We used to say, we have procedures in case ‘you get hit by a bus’ , but it could happen anytime.
Dan Chun, CGA (Kelowna BC)   p.s. you can quote me"


 

 

 

 

 

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