Podcast Cash Flow Optimization Call

Blog

Post-Procedure...What Happens Now?

accountability procedures process improvement Nov 26, 2018
Good job! You’ve written a procedure and rolled it out to everyone! Now what?
 
There are a few things you need to keep in mind:
  • It will take some time for everyone to be comfortable with the new procedure. In the beginning, they might forget and do it the old way. Be patient!
  • You may need to review the procedure several times to make sure everyone understands what they need to do and ensure they are actually following it.
  • Don't be alarmed if you come across resistance after rolling out the new procedure. Change can be difficult. Talk to your outliers and learn why they are struggling so you can help them understand and accept the new way forward.
  • Over the next couple of weeks, gather feedback from the people using the procedure. Is it working the way you had hoped? Have areas been identified that still need some work?
 
As time goes on, adjustments may need to be made to streamline the procedure and work out all of the kinks. This is normal!
 
Conditions change over time. New customers come on board, new employees are hired, technology advancements could have an impact on your business…whatever the issues are, you can be flexible and keep your operation moving forward!
 
Previous articles in this series:
 
 
 
 
Ready to get started writing your procedures? Download our free guide here!
 
 

Categories

All Categories accountability automation cash flow customer journey financial best practices financial statements marketing mindset planning procedures process improvement productivity scale your business taxes time management

Running a business is more than a full-time job. It's easy to get bogged down by daily operations, leaving little time to focus on strategic growth. That's where I come in. As an expert virtual CFO, I work with service businesses like yours to streamline accounting processes, and optimize cash flow, so you can focus on growing your business.

 

Why Choose a Virtual CFO?

1. Expert Financial Guidance: Gain insights and strategies tailored to your unique business needs. From financial planning to risk management, I provide the expertise to help you make informed decisions.

2. Enhanced Cash Flow Management: Cash flow is the lifeblood of any business. I help you implement effective cash flow management practices, ensuring you have the resources to seize new opportunities and weather any storms.

3. Strategic Financial Planning: Move beyond day-to-day firefighting and start planning for long-term success. With a clear financial roadmap, you'll be better equipped to achieve your business goals.

4. Cost-Effective Solutions: Hiring a full-time CFO can be expensive. A virtual CFO provides the same level of expertise at a fraction of the cost, allowing you to invest more in growing your business.

5. Comprehensive Financial Services: From bookkeeping and controller services to CFO-level insights and accounting projects, I offer a full suite of financial services designed to meet your business needs.

 

How Can I Help Your Business?

  • Catchup/Cleanup Bookkeeping: Bringing your books up to date and maintaining accuracy.
  • Monthly Bookkeeping: Ensuring consistent and reliable financial records.
  • Controller Services: Overseeing financial reporting and compliance.
  • CFO Services: Strategic planning, budgeting, and financial analysis to drive growth.

 

Looking to Optimize Your Financial Strategy?

Schedule a call today to see how we can work together to achieve your financial goals.