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Must-Know Tips From The Efficiency Experts

Check out the latest operational tips, insights, and industry updates from The Modern Firm team.

Top Challenges Faced by Accountancy Firms in the Digital Age—and How to Overcome Them

Transforming Your Firm with Workflow Automation: Best Practices for Success

The Benefits of Working with an Implementation Support Partner for Accounting Firms

Offshoring for Accounting Firms: How to Build a High-Performing Offshore Team

Top Challenges Faced by Accountancy Firms in the Digital Age—and How to Overcome Them

Transforming Your Firm with Workflow Automation: Best Practices for Success

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Home
Our Solution
Our Journey
Resources
Say Hello

Free Consultation Book Now

Free Consultation Book Now

Home
Our Solution
Our Journey
Resources
Say Hello

Home
Our Solution
Our Journey
Resources
Say Hello

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P: +44 7393 939817

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© Copyright 2025 The Modern Firm

✔

Initial Discovery Session

Engagement with key stakeholders over a 2 hour Zoom call to understand the firm’s current operations, goals, challenges, and opportunities.

✔

Staffing & Resource Audit

Analyse the distribution and effectiveness of staff, including roles, responsibilities, and workload distribution.

✔

Workflow Analysis

Review and map out current processes across various back-office functions, including bookkeeping, payroll, tax preparation, and client communication.

✔

Client Management Review

Assess the firm’s client onboarding, communication, and retention processes to identify potential inefficiencies or gaps.

✔

Technology Stack Review

Evaluate the firm’s existing software and tools for accounting, communication, data management, and workflow automation.

✔

Assessment Report

A comprehensive document outlining the current state of the firm’s back-office operations, including detailed maps of workflows, an evaluation of the technology stack, and a staffing/resource audit.

✔

Initial Discovery Session

Engagement with key stakeholders during an on-site
workshop at your offices to understand the firm’s current
operations, goals, challenges, and opportunities.

✔

Staffing & Resource Audit

Analyse the distribution and effectiveness of staff,
including roles, responsibilities, and workload
distribution.

✔

Workflow Analysis

Review and map out current processes across various backoffice functions, including bookkeeping, payroll, tax
preparation, and client communication.

✔

Client Management Review

Assess the firm’s client onboarding, communication,
and retention processes to identify potential
inefficiencies or gaps.

✔

Process Reengineering

Develop new or re-engineered workflows that streamline
operations, eliminate redundancies, and improve
efficiency.

✔

Bottleneck Identification

Identify areas where workflows are slowed down, causing
delays or errors, and where redundancies lead to
inefficiencies.

✔

Technology Stack Review

Evaluate the firm’s existing software and tools for
accounting, communication, data management, and
workflow automation.

✔

Change Management Plan

Provide a roadmap for implementing the recommended
changes, including a timeline, resource allocation, and
risk management strategies.

✔

Technology Integration Plan

Propose a tailored technology stack that better integrates
with the firm’s processes, suggesting new tools where
necessary and optimising the use of existing ones.

✔

Assessment Report

A comprehensive document outlining the current state
of the firm’s back-office operations, including detailed
maps of workflows, an evaluation of the technology
stack, and a staffing/resource audit.

✔

Initial Discovery Session

Engagement with key stakeholders during an on-site workshop at your offices to understand the firm’s current operations, goals, challenges, and opportunities.

✔

Technology Integration Blueprint

A visual and technical guide for integrating recommended technology solutions into the firm’s operations.

✔

Workflow Analysis

Review and map out current processes across various back-office functions, including bookkeeping, payroll, tax preparation, and client communication.

✔

Staffing and Resource Audit

Analyse the distribution and effectiveness of staff, including roles, responsibilities, and workload distribution.

✔

Process Reengineering

Develop new or re-engineered workflows that streamline operations, eliminate redundancies, and improve efficiency.

✔

Resource Allocation Plan

A document outlining the proposed staffing changes, including a breakdown of roles, offshoring opportunities, and resource distribution.

✔

Technology Integration Plan

Propose a tailored technology stack that better integrates with the firm’s processes, suggesting new tools where necessary and optimising the use of existing ones.

✔

Client Management Review

Assess the firm’s client onboarding, communication, and retention processes to identify potential inefficiencies or gaps.

✔

Bottleneck Identification

Identify areas where workflows are slowed down, causing
delays or errors, and where redundancies lead to
inefficiencies.

✔

Implementation Guide

A comprehensive guide for implementing the
recommendations, complete with timelines,
milestones, and success metrics.

✔

Data Security and Compliance Check

Evaluate the firm’s data handling procedures to ensure
compliance with GDPR and other relevant regulations.tion

✔

Assessment Report

A comprehensive document outlining the current state
of the firm’s back-office operations, including detailed
maps of workflows, an evaluation of the technology
stack, and a staffing/resource audit.

✔

Change Management Plan

Provide a roadmap for implementing the recommended
changes, including a timeline, resource allocation, and risk
management strategies.

✔

Action Plan

A detailed, step-by-step plan outlining the specific actions
the firm should take to improve operations, including
timelines, responsible parties, and expected outcomes

✔

Training and Support Plan

Provide staff with training and ongoing support to adapt to
new systems, processes, or technologies.

✔

Follow-up Plan

A schedule for periodic reviews and adjustments to
ensure the recommendations’ successful
implementation and address any emerging issues.

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