I posted this article recently. I was not really surprised to find out that one of the biggest things CPA firm leaders are worried about is loss of knowledge when people leave. I hear that a lot from managing partners I speak to.

It makes sense. You lose institutional memory with staff churn. But, can you afford to? How much disruption could you save if you could find a way to keep your firm’s knowledge intact after people leave?

Keeping documentation up to date is time-consuming and takes a lot of effort. When you have high turnover, changes to processes never get written down. At times like these, the best-case scenario is that work takes longer than it should. The worst-case scenario is that you end up doing work that doesn’t reflect things your client asked you to do, and that makes you look like you aren’t listening.

Outsourcing can be that “one stone that kills two birds”. A good outsourcing firm stays on top of documenting your procedures, and that documentation can be a resource your people also use. That’s why creating documentation and training materials is part of our process.

A good process management system with logical features like strong naming conventions for files and visual process mapping is exactly what you need. Tools like these streamline workflows and automate routine tasks, reducing manual work and improving overall efficiency.

By finding an outsourced partner who uses work management tactics like these, you can make your entire knowledge system “self-documenting” and more resistant to staff churn.