A Complete Workflow Process

For an Accounting Firm's Compliance Offering

All accounting firms have a workflow process. But it is fair to say that most of these accounting firms do not have it properly documented.

Darren Xerri has developed the first stage of a workflow process firms can start using immediately. All you need to do is allocate your standard documents to each task for each step and the department or team member responsible.

This Guide is ideal for accounting firms who:

  • need a documented workflow process for their compliance offering
  • need guidance on what templates scripts, processes, and procedures to create so the whole team can use
  • want to serve their clients more efficiently and effectively
  • require a manual to be given to new team members during their induction process.


This Guide is designed for your firm to be able to:

  • provide links to the required documentation for each task for every step
  • allocate a team member or department to each step
  • insert or delete tasks that will be relevant to your firm
  • feel at ease that if someone leaves, they don’t leave with the IP in their head.


One thing you need to consider when implementing this process is the value of using software to help you maximise the consistency of delivery.

Taken from Darren's 'So, you want to...' series of ebooks for owners of accounting firms who need a step by step guide to help solve a challenge in the firm. The guide contains all the documents you need to create and support each step and the follow-ups you may need to do.

Meet Darren Xerri

Regional Partner USP Australia

Darren Xerri

Darren is the USP Regional Partner in Australia. Since 1996, Darren has worked with accounting professionals to help them operate their firms more profitably and efficiently.

Darren brings a wealth of business acumen and practice management experience to firms he consults with. He enables partners to focus on evolving the firm, freeing up discretionary time so they can concentrate on strengthening client advisory relationships and work closely with their clients.

In equal measure, Darren guides firms to look after their people and focuses on Business Development including the implementation of best practice, quality assurance solutions in operations, human resources management, policies & procedures, systems, additional services offerings and due diligence.

Darren is the creator behind 'The 3x8 Principle for Evolving an Accounting Firm', a workshop to help owners build an accounting practice with less reliance for the day to day practice management on them.

In his series 'So You Want To', Darren continues to support proactive firms by giving them the tools and guidance of not only what they need to do but more importantly, how they need to implement it.

More recently, Darren is delivering online consulting to firm owners through his 'Accountants Connection Webinar Series', which benefits firms by helping them to understand how their products and services form the advisory solution which improves the lives of their clients.

With a trusted reputation within the accounting profession, Darren leads in practice management and business growth and is considered the 'go-to' person to link his clients to like-minded professionals in Australia.

What's Included?

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    So You Want to...Create a Workflow Process

    • So You Want to...Create a Workflow Process

Create the Process

Get the complete workflow process for your firm's compliance offering

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