leAcademy

Sole Practice ManagerSPM

SOPs

Standard operating procedures: step-by-step guides for everyday work, grouped by team or area.

Client onboarding (2)

Sample: New client onboarding — the first 10 days
Client onboarding
OnboardingKYCEngagement
Sample
Sample: Client offboarding
Client onboarding
OffboardingHandover
Sample

Bookkeeping (1)

Sample: Month-end close for a bookkeeping client
Bookkeeping
Month-endXeroReconciliation
Sample

Tax & compliance (1)

Sample: BAS preparation and lodgement
Tax & compliance
BASATOLodgement
Sample

Payroll (1)

Sample: Running a weekly payrun
Payroll
STPPayrunTimesheets
Sample

Quality & review (2)

Sample: Quality review before anything leaves the firm
Quality & review
ReviewQualityRisk
Sample
Sample: Who to ask when something goes wrong
Quality & review
EscalationRisk
Sample

Billing & getting paid (1)

Sample: Getting paid — invoicing and following up
Billing & getting paid
InvoicingDebtors
Sample

Team & internal (2)

Sample: New team member — first week
Team & internal
New starterTraining
Sample
Sample: How we write to clients
Team & internal
EmailToneClient comms
Sample

Advisory (1)

Sample: Quarterly advisory meeting prep
Advisory
AdvisoryMeetings
Sample