{"id":21217,"date":"2020-09-21T08:00:26","date_gmt":"2020-09-21T13:00:26","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=21217"},"modified":"2022-04-12T12:36:27","modified_gmt":"2022-04-12T17:36:27","slug":"a-process-model-for-the-modern-firm","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/a-process-model-for-the-modern-firm\/","title":{"rendered":"A process model for the modern firm"},"content":{"rendered":"

A few years ago, I was working on the interior components of our firm. There were so many different ideas coming at me that I had a hard time putting them all in context. I started to wonder: Is there a way to see our practice from a bird’s-eye view that would help me determine what\u2019s changing, what\u2019s staying the same, what needs to be different, and what should be left alone?<\/p>\n

From this thinking, the modern<\/a> accounting firm process model was born.<\/p>\n

Processes aren\u2019t strategy; on their own, they aren\u2019t your business model or organizational structure. They are simply the way things get done. They get touched by, and touch, all these other elements, so they need to work in harmony with your why<\/a>. But, having a place where basic steps are outlined goes a long way in enabling your team to effectively and efficiently help your clients.<\/p>\n

The four key elements of the accounting firm process model are customers, services, team, and entity. For me, every key process I have can be categorized into one of these four groups, and each of these elements can be added to, subtracted from, interacted with, or evolved.<\/p>\n

For example, for the customers element, I have “attract and onboard,” “interact, release and offramp,” and “improve” components.<\/p>\n

“Attract and onboard” is where we list various items:<\/p>\n