Checklists

Case study: Integrating Practice Management & Doc Management

Hogg Lawson is a vibrant and progressive accounting firm based in Fortitude Valley, Brisbane. Established in 1954, the firm offers a wide range of accounting and advisory services, with a unique focus on business software solutions.

Published: August 17, 2015

Categories: Checklists, Document Management, Efficiency, HowNow

Enhancing the Paperless Experience: Checklists and Forms

If you have started, or are considering starting, your journey towards a paperless work environment, you need to consider the effectiveness of the templates that your team are using to…Read more

Published: April 1, 2015

Categories: Checklists, Document Management, Efficiency, Paperless, Standardisation, Time Management, Uncategorized

Boost your efficiency by rejecting work presented for review that isn’t…

(1) Based on the Official Standardised Workpapers and (2) Has Not Been First Self-Reviewed A culture of systemisation and standardisation stems from the firm’s leadership—from you. Leadership isn’t something you have…Read more

Published: March 11, 2015

Categories: Checklists, Compliance, Efficiency, Standardisation, Time Management, Uncategorized

Your third step to improving efficiency

Reduce Review Times by Implementing a Preparer’s Self-Review Checklist System Standardisation is obviously not an end in itself—it is a means to an end. One of the end benefits…Read more

Published: February 20, 2015

Categories: Checklists, Efficiency, Standardisation, Time Management, Uncategorized

The Paperless Policy, Step 2

Challenge and Re‐define Processes 'If it ain't broke, don't fix it’ – we've all heard the saying and many of us believe that it means we should stick with our…Read more

Published: January 30, 2015

Categories: Checklists, Document Management, Efficiency, Human Resources, Paperless, Standardisation, Uncategorized

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