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Tips for Becoming a Better Accountant for Your Clients & Call Center Employees - Finnegan Pierson - Blog

Tips for Becoming a Better Accountant for Your Clients & Call Center Employees

As an accountant, your clients depend on you to keep track of their financial information. Accuracy is essential in your job. The smallest errors can result in hours of extra work trying to figure out what went wrong. Organization and efficiency are essential traits for an accountant. Improving these skills can help you to become a better accountant for your clients while also helping your employees feel good at work. 

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Organize Your Office

One of the first places to start when improving your organization and efficiency is to organize your office. Invoices, statements, and other documents can stack up quickly. The longer you avoid dealing with them, the worse the situation becomes. A messy workspace can have a detrimental impact on your performance and the performance of your employees. You end up wasting time searching for what you need just to get a job done, which then prevents you from getting other essential tasks done.

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Set up your office so that you can keep it organized. Use file folders to keep important papers together. Use organizers to keep items easily accessible. Keep clutter to a minimum and throw away coffee cups or food wrappers immediately to avoid accidents. When your office is organized, things are easier to find when you need them, which makes it easier to do your job quickly.

Move to Software Programs

For a long time, all accounting was done on paper. While having physical copies of documents can be nice, it can also result in a lot of clutter. Folders can become overfull and the amount of paper can pile up. In recent decades, electronic forms and filing have become the norm. Using accounting document management software can help you to greatly improve your organization and allow you to become more efficient. Many programs can also aid in the creation of better records and allow you to stay compliant.  

Make a Schedule 

Getting to the office each morning and then trying to figure out what should be done and what should get done first can eat into your day. You could spend an hour or more just trying to prioritize tasks, which can result in important things being forgotten or pushed aside.

At the end of each day, it can be very helpful to make a schedule for the following day. Take a look at everything that you need to get done. Record the tasks that you want to accomplish in the order you want them done. Starting the day knowing what you need to get done can help you to set the tone for an organized, productive day.

Never Stop Trying to Improve

Even as you begin to notice improvements in your organization and efficiency, that doesn’t mean that you should stop trying to be better. There are always more ways to improve. Stay up-to-date on the latest trends and technology for accountants. Take classes. Look for even more ways to make your firm better. By constantly trying to improve, you can achieve even greater outcomes and set an example for your call center employees. 

Say “No” Sometimes

It can be difficult to say no, especially if you’re saying no to new clients. After all, more clients equal money. If you take on too many clients, however, the work you can do for your existing ones can begin to suffer. If you find yourself overloaded, you may need to consider bringing in another accountant or two to help, so you won’t have to say no. While saying no is okay sometimes, make sure it’s absolutely necessary.

Take Care of Yourself

Being busy can be a good thing, but it can also lead to stress. When you’re stressed, your productivity and the quality of your work begin to suffer. It’s important to take care of yourself. Sometimes, all you need is to step away from your desk for a few minutes and get some fresh air. A clear head can help you do a better job.

Improving your organization and efficiency can make your job significantly easier. In doing so, you can reduce your stress and afford yourself time in your day to deal with anything unexpected. Being more organized and efficient can help to reduce your risk for errors and make you a better accountant.


Publish Date: October 18, 2019 5:58 PM

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