freelance bookkeeping standard operating procedures

#Freelance bookkeeping standard operating procedures how to

In order for all of your business's processes, procedures and standards to be effective, they must be:

#Freelance bookkeeping standard operating procedures how to

How to create effective processes, procedures and standards rules around staff internet usage) and mobile phones. record keeping, privacy laws, reporting and cash flow management.energy efficiency and environmental considerations (e.g.marketing and promotion (including online and digital marketing and social media).sales practices and sales policies (e.g.customer service (including a customer service program and after-sales service).Depending on your individual business, these may include:

It's important to create processes, procedures and standards for your key business activities. This can improve the experience of your customers, suppliers and/or distributors in their dealings with you.Ĭustomers who have a positive experience are more likely to become repeat customers, and are less likely to complain about your business. Standards and policiesīy creating standards and policies for your business, you set benchmarks that your staff must meet.įor example, you may have a standard for serving customers that involves being courteous, completing transactions within a certain time, and doing everything in your power to accommodate customer requests. Processes and procedures can also improve the consistency of product and service delivery by your staff. Staff can get more done in less time by following set processes and procedures, and you can spend less time overseeing the day-to-day running of the business. Having formalised processes and procedures for your business can save you time and money by increasing efficiency.

set a standard (policy) for staff clothing and quality of customer service.īenefits of processes, procedures and standardsĭeveloping processes, procedures and standards is particularly important if you are in the early stages of establishing a business, or when you are trying to rebuild or grow a business that has been underperforming.īusiness processes, procedures and standards are vital for training staff and induction programs, as well as formal processes like staff performance reviews.

create mandatory procedures for staff that are opening and closing the business daily.

put a process in place to achieve sales.

Processes, procedures and standards explain how you want your business to operate.įor example, a retail or hospitality business may want to: