Inside a Complete Client Close Process Analysis: From Chaos to Streamlined Excellence
Case Study Deep-Dive: Comprehensive Assessment and Optimization of Small Firm Client Accounting Operations
Transform your client accounting operations through detailed examination of a complete process analysis conducted at a small accounting firm. Shana Cooper, CPA and founder of The AccountAbility Team, presents an in-depth case study revealing her comprehensive assessment methodology, findings, and optimization recommendations that converted inefficient client accounting close procedures into streamlined, scalable accounting operations.
This intensive case study session provides unprecedented insight into the complete diagnostic process used to evaluate client accounting close operations, examining every aspect from monthly client bookkeeping through final financial statement preparation and delivery. You'll discover the systematic approach used to identify accounting workflow bottlenecks, inefficiencies, and gaps, along with the specific recommendations and implementation strategies that transformed the firm's client accounting service delivery and operational efficiency.
Key topics covered include:
The 12 characteristics of a strong client close process and comprehensive scoring methodology that revealed a 40% performance rating
Detailed assessment framework evaluating focus, accessibility, scalability, timeliness, competency, value delivery, accountability, and collaboration
Real findings from CAS client analysis including on-time delivery metrics and resource allocation inefficiencies
Strategic pilot roadmap methodology for reducing close time from 30 to 15 days using niche-focused A-client implementation
Technology consideration framework across close optimization, document management, work productivity, and general optimization tools
Change management strategies for overcoming team resistance including the predictable stages from shock to integration
Attention analysis techniques for identifying time-wasting activities and process bottlenecks in daily accounting operations
Through detailed examination of the complete CloseStrong audit methodology, attendees learn to conduct comprehensive evaluations using the 12-characteristic framework that assesses client close operations from multiple dimensions. Cooper reveals the specific scoring system that identified this firm's 40% performance rating, the attention analysis techniques that uncover hidden time drains, and the strategic pilot roadmap approach that focuses on niche-specific A-clients to achieve measurable improvements before scaling across the entire practice.
The webinar targets accounting professionals responsible for client accounting operations, from small firm owners providing full-service bookkeeping to accounting managers overseeing client financial statement preparation. Whether you're seeking to optimize existing accounting workflows, improve client accounting deliverable quality, or prepare your accounting operations for firm growth, this session provides the proven assessment methodology and optimization strategies needed to transform your client accounting close operations.
Learning Objectives
Apply the 12-characteristic CloseStrong assessment framework to evaluate client close operations and identify specific performance gaps
Implement attention analysis techniques to uncover time-wasting activities and process inefficiencies in daily accounting operations
Develop niche-focused pilot roadmaps that achieve measurable close time reductions through strategic A-client implementation
Business Benefits
Enhanced accounting operational efficiency through systematic process optimization
Improved client accounting deliverable quality and consistency across all engagements
Increased accounting department profitability through better resource utilization and reduced inefficiencies
Stronger quality control and risk management in client accounting engagements
Better scalability to support accounting service growth without proportional cost increases
Reduced accounting staff stress and improved work-life balance through streamlined operations
Enhanced competitive positioning through superior accounting service delivery capabilities
Who Should Attend:
This session is ideal for accounting firm owners, partners, and managers responsible for client accounting operations and financial statement preparation. Whether managing a small firm's bookkeeping and accounting services or overseeing client accounting departments at larger organizations, this webinar delivers proven assessment methodologies and optimization strategies to transform your client accounting close processes.
Presenter
Shana Cooper, CPA
Founding Director
The AccountAbility Team, LLC
shana.cooper@theaccountabilityteam.com
719.660.6445
www.theaccountabilityteam.com