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01
MANAGE
CLIENTS

02
COLLECT CLIENT DATA (PBC) & SCHEDULING

03
WORK PREPARATION & DRAFT

04
CLIENT WORK PRODUCT

05
BILLING & REPORTING

06
MANAGE THE PRACTICE

  • Business Development

  • Proposals

  • Engagement Letters and Client Setup, Change Orders

  • Prepared by Client (Client request List) documents

  • Capacity planning, including skills, time needed

  • Tax Prep

  • Assurance/Audit

  • CAS accounting

  • Tax returns

  • Financials and Management Rep Letters (Preps, Comps, Reviews, Audits)

  • Financials, Cash Flow, KPIs

  • Invoicing (per engagement, Flat rate, T&M (hourly)), written up or down

  • Management reporting (Realization, Utilization, Revenue by Partner)

  • KPIs, Dashboards, Deposits

  • Collections (Write-off)

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