5 Ways To Ensure Your Remote Team Stays Productive

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Toni Ristovski

Toni Ristovski
Founder of Next Generation Company
April 20, 2020

During these tough times and the aftermath of the world crisis, the world economy is shaking. And the remote or virtual work has emerged as the ‘new reality’ to help companies. Accounting, also, is one of the industries that has started with operating remotely and has just begun to move the whole process to the cloud.

In some cases, accounting is still based on processing bills, reports, and records in hard copy, so it’s very hard for CPA’s to keep up with the transition to a remote workforce and hiring virtual teams during the recent situation.

So, here is a guide every CPA needs to follow to minimize losses and maximize productivity while working remotely with a virtual team.

1. Encourage better communication

If you’re working in remote mode – working with virtual teams, communication management is probably the first barrier that comes to mind. The reality is – good communication does look different or maybe difficult when working in a virtual environment, but that doesn’t mean good communication isn’t possible.

In fact, simply working to facilitate good communication may result in better workflows than you had in your office with your in-house employees.

Staying connected with your virtual team (bookkeepers, for example) is very critical if you want to improve productivity. Using video conferencing applications such as Slack, Skype, and Zoom to get feedback and updates from your virtual team. A constant flow of communication in a central place that everyone can access is important when you’re managing an offshore team.

2. Start with Cloud accounting

Whatever sector you work in, technology is a driving force for every CPA and migration to the cloud is one of the fastest-growing trends that every accounting firm wants to advise its customers to move to.

Cloud-based accounting software can help you share and view client records from anywhere in the world, and even with assured confidentiality while working remotely with clients. migrating into the cloud is the first step towards improving productivity and profitability for accountants that are outsourcing tasks to the virtual teams.

3. Share numbers, calculations, and important notes

Accounting is all about managing numbers and while you’re working with a virtual team, apps like Google Sheets offer both easy calculations and end-to-end encrypted sharing between the accountant and the bookkeeper, for example.

Collaborating on files, deadlines, and processes are nearly the same virtually as it is when working with your in-house team. A file-sharing server is easy to set up. You can use Dropbox and Google Docs or ClickUp.

Adapting to all the tools that technology is providing us, you can make efficient calculations while your bookkeeping team serves the client’s needs remotely.

4. Keep track of your goals

Accountants need to keep an eye on their goals to ensure efficient management and constant productivity of their virtual team. Apps like Trello, Asana or Liscio.me come in very handy in managing goals and daily tasks, no matter you are working with small or large virtual teams.

Achieving small goals is the best option when you’re trying to avoid disorganized workflow within your distinct team. Setting daily targets is a practice that every CPA, that outsources tasks virtually, needs to incorporate to keep things running smoothly and boosting productivity.
If you want to learn more about our internal KPI’s, you can read here.

5. Build a Culture of Trust and Accountability

There are many benefits of working with a virtual team, but it requires a certain level of trust and accountability to truly flourish.

If you are a CPA with a virtual team of remote working bookkeepers, you need to let every team member take ownership of their work. It is no brainer that distributing work among responsible team members reduces the workload on you and your core in-house team and is, therefore, a major factor in increasing team productivity.

Don’t miss out on the opportunity to build a positive culture in your firm early on, it can be nearly impossible to improve if you try to force your previous culture into your new remote environment.

While you are in the business of handling accounts for various clients, switching over to working with a virtual team isn’t as bad as it sounds and with a little adjustment, mostly by leveraging technology into your current working model will not only make the tasks easier but better. Once you successfully transition into the remote or virtual working culture, you can see a significant improvement in your delivery.

Apart from the increased productivity, with access to a skilled workforce, lower operational costs, time savings and efficient allocation of resources you can increase profit margins and business growth for you and your clients.

If you need help stabilizing your pipeline in a remote environment, or simply want advice on how to outsource your bookkeeping tasks to a virtual team, feel free to connect with me on LinkedIn or reach out at https://nextgencompany.eu/contact-us/.

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