As a self-acknowledged perfectionist, I’ll admit that “better” for me is never quite good enough. But how does a firm achieve perfect workflow? Is such a thing even possible? Before you can answer those questions, the first step is to define what perfect workflow means to you.
Nearly every accountant I’ve ever met refers to him- or herself as a trusted business advisor. However, when asked what makes them a trusted business advisor, most of their answers fit the description of a trusted accounting technician who acts more like a scorekeeper than a coach. The path from trusted accounting technician to trusted business advisor is a value-adding journey.