Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

There are a lot of steps to customizing your ideal systems for your accounting firm

23 Feb 2024 · 1 min

Watch on YouTube

0:52

In this segment, the speaker emphasizes that implementing a new system (e.g., Keeper) in an accounting firm involves far more than just the technical setup. Success depends on extensive training, continuous feedback, and iterative tweaking to ensure the whole team adopts and uses the system effectively. The speaker highlights the importance of monitoring how team members interact with the system—whether they embrace it, struggle with task completion, or merely check boxes without real action. The core message is that the real work lies in designing supportive workflows, clear processes, and ongoing communication, which together form the “melting pot” that makes a system truly functional for the firm.

Chapters

There's more than just the system, right? There's a lot of training, there's a lot of feedback, there's a lot of tweaking that has to happen to get the entire team to adopt that system and to use it. And honestly, that's part of the reason that we love what we do is it really is like a lot of tinkering and troubleshooting. So not just let's build out Keeper or whatever and get everything in there, but what's your— how is your team liking it? Do they hate it? Are they having a hard time checking things off? Are they checking it off and they're not actually doing it? Like, how do we work through this? So for us, it's more about figuring out what— and that's why it's a lot more than just the system itself. It's the workflows that go into it. It's the processes. It's the way that you talk about it with your team. And that all comes to a melting pot that just is easy to umbrella and say we do systems.