{"id":5043,"date":"2025-04-02T08:03:56","date_gmt":"2025-04-02T14:03:56","guid":{"rendered":"https:\/\/q1dapyf5zv.onrocket.site\/?post_type=product&#038;p=5043"},"modified":"2025-10-20T21:24:36","modified_gmt":"2025-10-21T03:24:36","slug":"checklist-inicio-de-operaciones-kpis-y-puestos-de-un-despacho-contable","status":"publish","type":"product","link":"https:\/\/taxid.mx\/english\/tienda\/papel-de-trabajo\/checklist-inicio-de-operaciones-kpis-y-puestos-de-un-despacho-contable\/","title":{"rendered":"Checklist for Starting Operations, KPIs, and Positions in an Accounting Firm"},"content":{"rendered":"<p><strong>Checklist for Starting Operations, KPIs, and Positions in an Accounting Firm<\/strong><\/p>\n<p><strong>Are you starting your accounting firm or want to professionalize your operations?<\/strong> This package is for you.<\/p>\n<p>It includes a set of key tools to establish the administrative, operational, and strategic foundations of your accounting firm from day one:<\/p>\n<p><strong>What does this product contain?<\/strong><\/p>\n<ol>\n<li><strong>Start-up Checklist<\/strong><br \/>\nA step-by-step guide to the essential elements every office should consider when starting out:<\/p>\n<ul>\n<li>Registration with the SAT and state registration<\/li>\n<li>Contracts, forms and basic manuals<\/li>\n<li>Internal organization and minimum viable processes<\/li>\n<li>Suggested technology tools<\/li>\n<li>Initial tax, legal and administrative aspects<\/li>\n<\/ul>\n<\/li>\n<li><strong>List of KPIs (Key Performance Indicators)<\/strong><br \/>\nEditable Excel template with formulas ready to monitor:<\/p>\n<ul>\n<li>Profitability and customer flow<\/li>\n<li>Team productivity<\/li>\n<li>Quality and regulatory compliance<\/li>\n<li>Customer retention and operational performance<\/li>\n<li>Financial and collection indicators<\/li>\n<\/ul>\n<\/li>\n<li><strong>Profiles and descriptions of key positions<\/strong><br \/>\nIt includes a basic organizational chart with suggested functions, responsibilities and knowledge for each position:<\/p>\n<ul>\n<li>Managing Partner \/ Director<\/li>\n<li>General Accountant<\/li>\n<li>Accounting assistants<\/li>\n<li>Payroll Coordinator<\/li>\n<li>Administrative \/ Reception<\/li>\n<li>Billing and Collection Manager<\/li>\n<li>Customer Service<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p><strong>Who is it for?<\/strong><\/p>\n<ul>\n<li>Accountants who are starting their own office<\/li>\n<li>Small firms that want to structure themselves professionally<\/li>\n<li>Growing firms looking to improve their organization and internal analysis<\/li>\n<li>Tax or legal advisors who wish to offer this added value to their clients<\/li>\n<\/ul>\n<p><strong>Benefits<\/strong><\/p>\n<ul>\n<li>You avoid omissions that can cause legal or tax errors<\/li>\n<li>You make decisions based on measurable data and not on assumptions<\/li>\n<li>You professionalize your office from the beginning or in its growth stage<\/li>\n<li>Facilitates delegation, performance evaluation and talent retention<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<span class=\"et_bloom_bottom_trigger\"><\/span>","protected":false},"excerpt":{"rendered":"<p><strong data-start=\"105\" data-end=\"180\">Checklist for Starting Operations, KPIs, and Positions in an Accounting Firm<\/strong><br data-start=\"180\" data-end=\"183\" \/>Comprehensive Excel tool to organize, measure, and professionalize your accounting firm. Includes a startup checklist, key performance indicators (KPIs) with formulas, and job profiles with roles and responsibilities. Ideal for new or growing firms.<\/p>","protected":false},"featured_media":4986,"comment_status":"open","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_joinchat":[]},"product_brand":[],"product_cat":[74],"product_tag":[664,663,661,662],"class_list":{"0":"post-5043","1":"product","2":"type-product","3":"status-publish","4":"has-post-thumbnail","6":"product_cat-papel-de-trabajo","7":"product_tag-checklist-para-despachos","8":"product_tag-estructura-de-un-despacho","9":"product_tag-inicia-tu-despacho","10":"product_tag-kpis-para-despachos","12":"first","13":"instock","14":"downloadable","15":"virtual","16":"purchasable","17":"product-type-simple"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Checklist en excel para despachos contables - organizaci\u00f3n y KPIs<\/title>\n<meta name=\"description\" content=\"Checklist para organizar y profesionalizar un despacho contable desde cero. 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