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Resources
The resources focuses on specific topics relating to the
accounting and bookkeeping industry. Take advantage
of the information and tools in these resources.
Chapters
1. DEALING WITH CLIENTS
2. SALES & SERVICES
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3. PRACTICE MANAGEMENT
4. CLOUD COMPUTING
5. OPERATIONAL EFFICIENCY
6. STAFFING ALTERNATIVES
7. NETWORKING
How Tracking of Client Information
Can Increase Profitability
We spend on average, 20 minutes in “rework mode”. Now add that up over
the course of your work day, and multiply that by your hourly rate, and you
can easily see why your profits are decreased due to lack in efficiency.
We’ve all experienced it—loss of efficiency while working on client files. Generally this
inefficiency can be attributed to “rework”. What is rework? Simply put, it’s the rewind,
review, and refocus required every time you are interrupted while working on a client’s file.
Each phone call, email, question from a co-worker–even missing information from the
client’s file–causes an interruption that can take several minutes to recover from.
Clear Biz can help you track your clients' information and reduce the
"rework" phenomenon.
Clear Biz has two program tools designed to increase office efficiency. The first is the
Communication Logger; the second is the Missing Information Tracker. Let’s look at each
tool in more detail.
The Communication Logger is an internal communication system that allows you to quickly
notate something or ask a co-worker a question regarding a client’s file and then move on
so that precious focus is not lost thereby avoiding the need to rework.
• Log client interactions into the Communication Logger and have the ability to notify
  another person in the firm of the interaction or ask them a question.
• Internal communications can be volleyed back and forth among team members until a
  question is resolved or a task is completed.
• Create a date-stamped electronic trail regarding who was notified, what question was
  asked (as well as the answer), and when that task or communication was resolved
  or completed.
The other program tool is the Missing Information Tracker. When you do your initial review
of the information a client brings in, the Missing Information Tracker allows you to notate
any pieces of information you still need to receive.
Once logged, you will be able to see at a glance if a file is complete and ready to be worked
on or if you still need to receive something from the client before moving forward. You can
even let the client know what information is missing directly from the system.
Clear Biz enables every person in your firm to become a knowledgeable and effective
point person. Information becomes accessible to all staff members so that anyone that
answers a phone call or speaks to a walk-in client will be able to quickly identify any
missing information or share an update regarding their file.
Utilizing both program features together will take your team’s efficiency to the next level.
Kort Mehrle
A degree in Economics with a focus in International Studies from Lawrence
University. She is a Marketing and Sales consultant for Clear Biz, focusing
on their expansion into the United States.
CLEAR BIZ
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