Every firm wants efficient, consistent workflows – but achieving that requires solid Standard Operating Procedures (SOPs). In this session, Kristy Monahan shares how to supercharge your SOPs using AI-driven tools and smart design.

Attendees will learn how to document processes faster with AI (think ChatGPT or step-capture tools like Scribe) while tailoring documentation to different team learning styles (visual, auditory, reading/writing, and kinesthetic) so that everyone on your team can follow along. Kristy will also present strategies for organizing and scaling your firm’s process library so that as your client base grows, your operations stay streamlined. From capturing a simple month-end closing procedure to mapping out complex workflows (for example, incorporating an e-commerce integration like A2X into your bookkeeping SOPs), you’ll see how great documentation leads to happier staff and more reliable client deliverables.