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Tech Stack Reviews

Review of Internal (Team Facing) & External (Client Facing) Tech Stacks such as:
Practice Management/Email Software(s)
Proposal Software/Template(s)
Client Facing Presentation(s) Review
Internal Facing Presentation(s) Review
Capacity Planning Software
CRM Software
Accounting Software (QBO, Bill.com, etc.)
Tax Software (CCH, Drake, ProSeries, etc.)
Onboarding Software/Presentations (internal team + external client)
Client Portal Software Review
Client Experience Review (from initial consult to final deliverable)
IT Process/Procedure Review (i.e. password/email security safety measures)

Review of Internal Team Onboarding + Continuance items such as:
Onboarding Timeline (length, breadth)
Onboarding Material(s) (presentations/portals/training/etc.)
Review of Quality of Onboarding (interviews of current team members on their experiences and pros/cons to review)
Internal Software Onboarding (i.e. access to emails/etc.)
Internal/External Expectation Setting
First few weeks/months check-ins
Supervisor Performance Review(s) Process + Staff Development Initiatives (i.e. mentoring/coaching)
Bottlenecks of current and past onboards

Review of Client Onboarding such as
Client Facing Presentations, Portals, and Checklists
How do we communicate with them our timeline/next steps/expectations/who their new point of contact will be?
The average time it takes to onboard a client? (Tax/Accounting)
The average number of touchpoints between the team and the client
The Average number of team members at the beginning of the engagement
Bottlenecks in the client onboarding process (i.e. turn around time, IT difficulties, etc.)
Interviewing of team members for their input on client onboarding pros/cons

Shadowing the day-to-day operations of the firm and departmental teams
Creation of KPIs and reports outlining the operational condition of the firm
Implementing methods to improve quality, efficiency, and productivity, reduce costs, increase profits, or improve control measures
Working with departmental teams on budgeting, forecasting, and resource allocation programs specific to them
Working closely with internal teams to create, implement, and roll out plans for operational and financial processes, internal infrastructures, reporting systems, and firm policies