Checklist for Starting Operations, KPIs, and Positions in an Accounting Firm

Are you starting your accounting firm or want to professionalize your operations? This package is for you.

It includes a set of key tools to establish the administrative, operational, and strategic foundations of your accounting firm from day one:

What does this product contain?

1. Start-up Checklist
   A step-by-step guide to the essential elements every office should consider when starting out:
   • Registration with the SAT and state registration
   • Contracts, forms and basic manuals
   • Internal organization and minimum viable processes
   • Suggested technology tools
   • Initial tax, legal and administrative aspects
2. List of KPIs (Key Performance Indicators)
   Editable Excel template with formulas ready to monitor:
   • Profitability and customer flow
   • Team productivity
   • Quality and regulatory compliance
   • Customer retention and operational performance
   • Financial and collection indicators
3. Profiles and descriptions of key positions
   It includes a basic organizational chart with suggested functions, responsibilities and knowledge for each position:
   • Managing Partner / Director
   • General Accountant
   • Accounting assistants
   • Payroll Coordinator
   • Administrative / Reception
   • Billing and Collection Manager
   • Customer Service

Who is it for?

• Accountants who are starting their own office
• Small firms that want to structure themselves professionally
• Growing firms looking to improve their organization and internal analysis
• Tax or legal advisors who wish to offer this added value to their clients

Benefits

• You avoid omissions that can cause legal or tax errors
• You make decisions based on measurable data and not on assumptions
• You professionalize your office from the beginning or in its growth stage
• Facilitates delegation, performance evaluation and talent retention