{"id":24566,"date":"2021-12-20T08:00:03","date_gmt":"2021-12-20T14:00:03","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=24566"},"modified":"2023-08-22T11:08:12","modified_gmt":"2023-08-22T16:08:12","slug":"the-path-to-advisory-planning-your-advisory-workflow","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/the-path-to-advisory-planning-your-advisory-workflow\/","title":{"rendered":"The Path to Advisory: Planning your advisory workflow"},"content":{"rendered":"

Note:<\/strong> Many thanks to the Intuit\u00ae Tax Council for their guidance in putting together this article and for their input on “The Path to Advisory.” See editor’s note to download the guide.<\/em><\/p>\n

Mapping your advisory workflow<\/a> is the key to recognizing gaps and opportunities for automation and client collaboration. Every firm will have different details in its process, but the goal is to standardize the process.<\/p>\n

Scott Sloan says, \u201cStandardizing workflow is the key for us to be productive so that we can serve our clients well. We put every single step of the service engagement in a Trello card which makes it easy to check off as we go and provide quality control for our team.\u201d<\/p>\n

The components of your core advisory workflow<\/h2>\n

The core five segments<\/strong><\/p>\n

    \n
  1. Invoicing<\/li>\n
  2. Onboarding<\/li>\n
  3. Evaluation\/Analysis<\/li>\n
  4. Guidance<\/li>\n
  5. Action<\/li>\n<\/ol>\n

    Component intervals<\/strong><\/p>\n