Use these real workflows from the club’s advisory board members to process map your firm.
Welcome to Accountants Millionaires’ Club: Membership Library
Kinder Pocock New Client Onboarding Process Map
Find out the exact step-by-step process that Kinder Pocock uses to onboard their new clients. See how their systems interact with each other as they onboard a new client.
Cornish Accounting’s Electronic Workbook for Year End Accounts
Compare your year end accounts process with Cornish Accounting’s process to identify process efficiencies.
Rhythm Meeting Agendas
The exact agendas for your firm to run Rhythm Meetings to keep everyone focused on the day-to-day AND growth tasks.