Karbon Best Practices: How to handle tax season

Transcription

1

2 Karbon Best Practices: How to handle tax season

3 Want to know how to double your firm? Karbon Edition Two is here! karbonhq.com/editions

4 Introducing Karbon A whole new approach to practice management karbonhq.com

5 events.karbonhq.com Want to know how Feature Best practices: webinars: to double your firm? Bookkeeping Insights workflows Karbon Edition Two is here! events.karbonhq.com Client Tasks new staff Onboarding Triage Managing a remote team Kanban your day Managing To-dofirms are using Karbon How Work Templates Handling tax season

6 Before we get started A few tips

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8 1 Close any apps that might slow the connection. 2 We ll discuss questions at the end of the webinar. 3 Have fun and learn!

9 Today s speakers Rob Flowers, CPA Karbon Customer Success Manager Ian Vacin Karbon VP Education & Partnerships

10 Best Practices: How to handle tax season #1: Ins and outs of checklists #2: Understand your workflow #3: Prep your tax checklist #4: Setup supporting components #5: Build your tax work template #6: Create and manage the work #7: Tips & tricks

11 Section #1: Ins & outs of checklists

12 Keys to checklists Generic & specific: Must be flexible yet customizable. Tight & light: Detailed enough to track but lightweight enough to use. Ownership is king: Clear ownership with clear hand-offs. Work just flows: Visibility must be baked in.

13 Generic & specific Generic: Work template: Superset of all clients defined by job roles Checklist item: Simply stated and applicable regardless of client Links: Point to a step-by-step process in your knowledgebase Specific: Checklist: Checklist items added/deleted as needed (80/20) Item description: Contains the nuance for each client

14 Tight & light Precise, efficient, easy-to-use, and easy to manage Keep checklist item names short Use verb + noun + object construction Leave the detail to the description Use links in the description to point to the step-by-step process No more than 5-9 items per list (use sections)

15 Work just flows Process phases = workflow statuses Keep to 3 to 5 statuses per work type Team members must relate to work statuses Last checklist item is to track, assign, and communicate

16 Ownership is king One owner per item, work status, checklist, work, and client Minimize baton passing group items where possible When the baton is passed, overcommunicate Separate checklists into sections preferably by ownership Work statuses should relate to person or team owning

17 Section #2: Understand your workflow

18 Overview flowchart (1120 tax process)

19 Steps to place the checklist in Karbon 1. Prep data table: Genericize step owners, convert duration to due date, update description and capture the high-level details. 2. Setup supporting components: In Practice Settings, add new work type, work statuses, job roles, and create work template. 3. Build work template: Copy & paste titles in Karbon; add item descriptions, job roles, and due dates per checklist item. 4. Publish & get work done.

20 Section #3: Prep your tax checklist

21 Prep checklist data table

22 Section #4: Setup supporting components

23 Practice settings: Job roles & work types

24 Practice settings: Workflow statuses

25 Section #5: Build your tax work template

26 Build work template

27 Finish & publish work template Just copy & paste to populate.

28 Section #6: Create and manage the work

29 Create new work from template

30 Get work done

31 And get visibility across the work

32 Demo

33 Section #7: Tips & tricks

34 Tips & tricks of checklists One owner for everything Checklists are an 80/20 client fit Keep detailed process in knowledgebase Think of it as a relay race Due dates & to-dos are not the same Preserve the ability to customize Don t be too rigid; every client is unique

35 Wrap Up

36 Recap: How to handle tax season in Karbon #1: Ins and outs of checklists #2: Understand your workflow #3: Prep your tax checklist #4: Setup supporting components #5: Build your tax work template #6: Create and manage the work #7: Tips & tricks

37 events.karbonhq.com Want to know how Feature Best practices: webinars: to double your firm? Bookkeeping Insights workflows Karbon Edition Two is here! events.karbonhq.com Client Tasks new staff Onboarding Triage Managing a remote team Kanban your day Managing To-dofirms are using Karbon How Work Templates Handling tax season

38 Want to know how to double your firm? Karbon Edition Two is here! karbonhq.com/editions

39 Questions?

40 Thank you Get Karbon