How to develop SOPs for Your Accounting Practice
Previous Post
Is our Accounting firm safe?
Next Post
The Best Plan in Running a Discovery Session for Your Accounting Firms ┃Wize Mentoring Business Tips

How to develop Standard Operating Procedures (SOPs) for Your Accounting Practice

If you are an accounting or bookkeeping practice owner who is looking to scale their business whilst working fewer hours, earning more money, and having more choices in life, then you are on the right website. 

The Wize Guys, Brenton Ward, and Jamie Johns talk about the importance of having Standard Operating Procedures (SOPs) in every Accounting Practice. 

Find out how to ensure an efficient, smooth workflow and systems that will work best. Also, learn the step-by-step guide in creating and starting to implement SOPs yet commonly overlooked processes for practice owners.  


Here are some of the facts that you’ll learn from this audio: 

  • Understanding Standard Operating Procedures (SOPs) 
  • The importance of getting the scalability and leverage of SOPs 
  • How accounting SOPs have evolved throughout the years 
  • How SOPs differ from each business model and client 
  • The freedom in creating policies through digital technology 
  • Different online video tools in recording SOPs 
  • Why you should find the balance between your checklist and working papers 
  • Learning the various umbrellas of SOPs 
  • Tips for determining the SOPs that will work best for your accounting practice 
  • The importance of your own ‘How-to’ section 
  • The beauty and benefits of using Loom videos 
  • Steps in creating instructional videos 
  • Why traditional written instructional videos are already a No-go 
  • The impact of having 80% ROI with robust and reliable SOPs 
  • Defining that ‘quad to activity’ 
  • Why documenting is an act of leadership 
  • How Microsoft Teams can help in recording instructional videos 
  • The idea of focusing on progress and NOT on perfectionism 
  • Some of the practical accounting solutions to-do 
  • Jamie’s key takeaways for your accounting practice 


Head over to this link to listen to The Wize Guys Podcast:   

The Wize Guys Podcast

Download the full transcript here. 


P.S. Whenever you’re ready… here are 4 ways we can help you grow your Accounting or Bookkeeping business:

1. Grab a free copy of our book – Accountants 20-Hour Workweek

It’s the blueprint to structure, staff and scale your firm whilst dramatically reducing your work hours. — Click Here

2. Join the Wize WaterCooler and connect with other Accountants who are scaling too

It’s our new Facebook community where business-minded Accountants and Bookkeepers learn to build a firm that runs without them. — Click Here

3. Join our new WizePulse Implementation Program

We’re putting together a new mentoring case study group this month. If you’d like to get the plan, tools and advice from the Wize Mentors to scale your firm… just send us a message with the word “Pulse” – Click Here

4. Work with the Wize Guys privately

If you’d like to work directly with the Wize Mentor team to take you from stuck to scale…just send us a message with the word “Growth”… tell us a little about your firm and what you’d like help with, and we’ll get you all the details! – Click Here