For accounting and bookkeeping firms
Your firm’s method should not live in two senior heads. Wikidoc turns the way your firm onboards clients, closes the month and reviews work into procedures, trains every new hire on them, and records each review.
Month-end close, payroll and tax return preparation documented once with screenshots, so every team prepares a file the same way.
A checklist for each client’s close with required items, ticked by the preparer and approved by the reviewer, with the time on each.
A program covering the software, the firm’s workpaper standard and the review process, finished before the first busy season.
A new client checklist covering the engagement letter, ID checks and software access, so no client relationship starts with a step missed.
Example
A bookkeeping firm with eight staff takes on twelve new clients in a quarter. The director records the month-end close once and builds a checklist from it, with the reviewer as approver. Two new bookkeepers complete the firm program in their first fortnight and run their clients’ closes from the same checklist. When a client asks who checked their accounts, the checklist history shows the preparer, the reviewer and the time each item was ticked.
Every team prepares work to the same standard, so a reviewer knows what was done without asking.
Graduates and bookkeepers learn the firm’s way from SOPs and a program, not in the middle of the busy season.
Checklists record who prepared and who reviewed each job, and when, so the answer is on file.
The method is written down, so the partners can take on more clients without being the bottleneck.
No. Keep the software that holds jobs, time, billing and client files. Wikidoc covers the method your team follows, the training on it and the review record.
They don’t need to. Client data stays in your accounting and practice software. Screenshots in SOPs can be blurred to hide client details.
Professional bodies set those rules, and they vary by country. Wikidoc keeps your procedures, training records and review sign-offs in one place, which is the evidence a quality review usually asks for.
Yes. Publish a read-only portal with guides for your clients. They view it with their own email and don’t take a seat.
