How Task Management Software Helps Chartered Accountant Firms

Efficiency and accuracy are essential for chartered accountants to complete all tasks on time and in the right way. As a practicing chartered accountant, you need to set all the possible facilities and infrastructure in your firm to meet these objectives. However, still, there is a possibility of missing tasks without adding robust task management software for chartered accountants in the system. 

In this blog, we are going to see how a task management tool plays a vital role in completing all the tasks properly within the given deadline. But, before digging deep into this topic, let’s jot down the top task management tips for accounting professionals. We will also see how a team task management tool can help in  

Top Task Management Tips for Chartered Accountants

1. List all the Tasks

First things first. You need to make a list of all your tasks across various projects. Traditionally, people used handwritten notes and to-do lists for making a list of things to get done. Today, advanced task management tools have started replacing to-do lists and excel sheets. These tools provide smart techniques to make a list and get notifications in real-time. It is easier to save and share ideas and tasks in task management software than simple to-do lists or sheets. 

2. Prioritize Tasks 

Prioritizing tasks on a daily basis is essential for every firm to manage the project. However, it is difficult to prioritize tasks using a to-do list. Also, you may not jot down and share some great ideas to accomplish important tasks on time. Therefore, you need dedicated task management software for chartered accountants. It can assist you to prioritize and delegate tasks as per the resource availability and skills of employees. 

3. Break Tasks

Big and complicated tasks need to be broken into smaller tasks for effective and timely execution. However, with traditional tools, chartered accountants find it difficult to divide bigger tasks into more manageable ones. A robust and feature-rich task management app is useful for it. You can easily break tasks and share them with the team using the app. 

Original Source : How Task Management Software Helps Chartered Accountant Firms

Top Tips for Busy Managers to Improve Project Management

A project manager has to deal with all sorts of clients, stakeholders, and team members all day. Most project managers handle multiple projects and have to oversee the progress of different teams. In other words, being a busy manager can be stressful, and at times, it can take a toll on your efficiency and managerial ability. Here, a project management tool comes to your rescue. Here we are going to see some useful project management for managers tips for a busy manager like you. 

Handy Guide to Effective Project Management for Busy Managers

Here are the top tips for managing your teams and projects more effectively. 

1. Break Projects into Tasks and Sub-tasks

The first step is breaking down projects into smaller and more achievable tasks. You can set targets for your team members based on this breakdown and pave the way for performing tasks effectively. Before breaking your project down to tasks and subtasks, you can meet your team members and consider the deadlines for main goals or milestones. After this, you can make a strategy and break down the project into tasks and subtasks. 

2. Organize Every Aspect of the Project

Organizing everything is one of the basic skills of every manager. It can enable you to get rid of the clutter and you can work more efficiently. However, organizing teams, tasks, projects, and data is a herculean task, and therefore, you need to follow these tips-

– Establish a system to save used files properly and discard after the use

– Use the right project management software to attach files for easy and seamless access as and when necessary

– Make a guideline to name files so that they can be readily organized

– Keep the search process as simple as possible through establishing guidelines

3. Build a Workflow Including All Details

Workflow management is one of the biggest challenges in project management. A sequence of stages that shows how a task is made to go through to reach the end result is known as a workflow. You need to collect information about the necessary tasks, define the most functional and efficient way for doing those tasks, and test whether this workflow can yield desired results. 

Original Source : Top Tips for Busy Managers to Improve Project Management

Top Challenges and Benefits of Project Management for Accounting Firms

Modern-day accounting firms face many challenges due to diversity of business models and complexities of project-based accounting. Effective project management for accounting can assist firms to handle these challenges effectively. Let’s understand the importance and key benefits of project management for accountants in this blog. 

Importance of Project Management for Accounting Firms

The goal of every accounting firm is to serve the corporate client with excellent auditing and budgeting services. With effective project management, it is possible to ensure on-time delivery of paperwork, payments, and processing. 

Large accounting firms need to manage many different accounts and personnel at once. Here project management software can remain helpful for accounting teams as they can act proactively in their methods.

It translates to a consistent process for tracking, and updating all active files seamlessly in daily activities. The right project management tool enables your firm to streamline every process related to timesheets to tax calculation. 

On one hand, better project management can improve services of accounting firms, and on the other hand, it can give them a competitive advantage over other firms that still count upon legacy methods. Let’s dig deep into the key benefits of project management for accounting service providers. 

Benefits of Project Management for Accounting Companies

A robust project tracker tool can take accounting firms to a new level from simply organizing files. It can assist firms to offer more customer-centric services. Your team can deliver better results in the given deadline without putting extra effort with effective project management. With the help of the right project management tool, accounting teams can create a virtual timeline of events, delegate tasks, and monitor progress in real-time. 

Original Source : Top Challenges and Benefits of Project Management for Accounting Firms

How Creative Teams can Manage Projects Effectively

Creative teams need time, space and a sort of freedom to come up with their best. Therefore, it is necessary to manage their tasks properly and proactively. Though task tracker app can support creative teams, here we are going through  some useful techniques. These techniques are supplementary to task management tools and designed for managing creative projects effectively. 

Let’s go through the steps to manage creative projects in the workplace. However, it is fair to mention that for managing administrative tasks, it is better to use task tracker app and team task management tools. 

Top Ten Steps to Consider for Managing Creative Projects

1. Form Proper Teams

It is necessary to form specific teams for particular projects in hand. You can make teams as per departments, roles, responsibilities, and objectives. Some of the examples of teams are marketing, production, and sales. These teams are established for performing specific tasks. 

2. Invite Appropriate Members

While forming teams, it is better to keep the individual member’s skill set in mind. Some individuals have multiple talents and the others have unique skills. The entire structure of the team depends on the roles and responsibilities of team members based on the project requirements. It is, therefore, necessary for team leaders to invite members who can contribute actively in the project. 

3. Create Tasks Proactively

Every project consists of multiple tasks and subtasks. You need to divide complex tasks into easily achievable subtasks to drive the project toward completion. When it comes to creative projects, it is better to involve all team members while focusing on the bigger picture. As a team leader, you need to keep your choices open to give enough space to your creative team. 

A Comprehensive Guide on How To Run a Successful Kickoff Meeting

Whether working on a medium or a big project, forgetting the smallest thing can have a massive impact. There is no rocket science in initiating the project team management properly. But then, if you or your team goes off the track even slightly at the beginning, it can affect the outcome of your project. Simply put, a beginning of the project or a project kickoff can determine the success of every project. In a way, a project kickoff meeting is your chance to ensure the success of the project by keeping the entire team on the same page.

In this blog, we are going to discuss the core purpose of a project kickoff meeting and the basic principles of running a successful kickoff meeting. Let’s start with the objective.

Main Purpose of Project Kickoff Meeting

The core objective of a project kickoff meeting is to consider all the necessary aspects of your project including its scope, responsibilities, proposed schedule, and other assumptions related to the process. The project kickoff meeting between your team and either the client or stakeholders can drive your project toward success. Once your company and the client are agreed upon the scope of your project, budget, and duration.

The goal of a project kickoff meeting is to get all stakeholders or clients feeling motivated. However, it is fair to mention that all kickoff meetings and projects do not run the same way. Therefore, it is necessary to understand the type of project on hand, stakeholders, overall approach, and your role. A project tracker tool can help you manage the project effectively, but here we will go through some important concepts for running effective kickoff meetings.

Basics of Successful Project Kickoff Meeting

Let’s find out an answer to a primary question- how can we start a kickoff meeting? While beginning a project kickoff meeting, as a project manager, you need to ensure that every team member and stakeholder give their contribution. It is better to ask a few key questions related to each other’s role, familiarity with the project’s scope and deliverables, and understanding the importance of the project for meeting the company’s goals and vision at large.

Original Source : A Comprehensive Guide on How To Run a Successful Kickoff Meeting