The Process Playbook 🎉

  • 22 December 2021
  • 1 reply

Userlevel 2


We have a new and exciting playbook, just in time for some holiday reading.

The Process Playbook is your blueprint for standardizing, optimizing and documenting your accounting firm’s critical processes.

You’ll discover the 8 best practice steps for tackling this project, including stories from accounting firms that have standardized and documented their processes, plus templates and worksheets to help you on your own journey.

Thank you to those Community members who contributed to this playbook—your insights were invaluable.

You can download The Process Playbook here.

Let me know what you think—would love to hear from you.

Enjoy your holiday reading.

1 reply

Userlevel 5
Badge +7

As a process junkie I am looking forward to the read, thank you.