

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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Exploring the Use of Video and Text-based SOPs with Loom
01:45 • 4min
Effective Tools for SOP Creation in Accounting Firms
05:36 • 5min
Transitioning to Digital Processes and Tools for Accounting Firms
10:17 • 8min
Efficient Processes and Unexpected Tools
17:48 • 5min
AI Technology in Video Creation and IT Solutions for Accounting Firms
22:37 • 10min
Exploring the Ethical and Practical Aspects of AI Clones and Content Creation
32:28 • 5min