Jason On Firms Podcast

238 The RIGHT Way To Build An SOP In An Accounting Firm

May 10, 2024
Exploring the necessity of updating SOPs in accounting firms, balancing video and text-based formats for instructional effectiveness. Effective tools like Scribe and Whale for creating SOPs, incentivizing employees for updates. Transitioning to digital processes, custom reporting suites, Lifeflow, and Uku's task planning tool. AI technology in video creation, IT solutions, ethical implications of AI clones in conversation, and evolving content creation in accounting firms.
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