I Love Bookkeeping

One of the most common questions that Ben gets is around documenting processes because they are often all over the place. [0:35] The first thing to do is to distinguish between process documentation and process improvement. Whether or not you have your processes written down, you will have processes in place on how you do things. [1:00] The reason you want to document your processes is to do more with less time and improve the quality of the services that you offer your clients. It also opens up the opportunity to offer additional services because of the increased efficiency. [1:35] Even if it’s just you in your business, it’s still important to document your processes, but once you bring on other people, it becomes crucial. [2:10] The first step to documentation is to list out all your processes in your business. For every deliverable in your business, there is a process. Once you’ve listed out the meta-processes, you can break them down further into tasks. [3:05] The next step is to take one of those tasks