Where to begin
The Workflow Clarity Assessment
Assess one workflow, see exactly what should change, and decide whether you want help implementing it.
Who it is for
Small accounting, bookkeeping, and tax firms, other professional-services firms, and owner-operated businesses where one process causes repeated delays, rework, or follow-up. Typical examples are client onboarding, document collection, work review, and handoffs between people.
What is included
- An initial questionnaire and discovery discussion.
- A review of the existing process and available artifacts.
- A current-state process map.
- Identification of bottlenecks, duplicated steps, and unclear ownership.
- Prioritized improvement recommendations.
- A readout meeting.
What you receive
A concise assessment document, a process map, and a prioritized next-step plan.
Assessment document
What we found, why it matters, and the evidence behind each finding.
Process map
How the workflow runs today, including handoffs, owners, and waiting points.
Next-step plan
Recommended changes ranked by effort and value, so you can decide what to do first.
A sample of the output
Fictional data, for illustration only. This is not a client engagement. A real assessment follows the same pattern using your own process.
| Step | Owner today | What we found | Recommended change |
|---|---|---|---|
| 1. Client signs engagement letter | Partner | Sent by email, and nobody tracks whether it was signed. | Add a due date and a named owner for follow-up. |
| 2. Request prior-year documents | Administrator | Wording differs by person, and some items are requested twice. | Use one standard checklist for every new client. |
| 3. Receive and log documents | Whoever opens the email | Files end up in three places. | One folder structure and a single status list. |
| 4. Set up the client in practice systems | Staff accountant | The same details are keyed in twice. | Enter once and reuse, where the tools allow it. |
| 5. Kickoff and first review | Manager | Starts when someone remembers. | Start when the checklist is marked complete. |
How it works
Timing is agreed on the discovery call and depends on the process and the people involved.
Discovery call
We confirm which workflow to look at, and whether an assessment is the right step.
Questionnaire
You answer a short set of questions and share any existing checklists or procedures.
Review and map
We map the workflow and identify bottlenecks, duplication, and unclear ownership.
Readout
We walk through the findings and the plan, and you decide what to do next.
What is not included
- Software implementation or configuration.
- Custom development.
- Extensive data migration.
- Analysis of additional processes. Each extra workflow is scoped separately.
- CPA, attest, legal, tax, investment, or other regulated professional advice.
Fees and next steps
The assessment is a fixed fee for one process. We confirm the fee, scope, and exclusions in writing before any work begins, after a short discovery conversation.
If you want help carrying out the recommendations, that is a separate, scoped engagement. Software subscriptions and third-party implementation costs are separate from advisory fees, and we do not promise specific savings or results.
How we handle your information
Please do not send confidential client, tax, financial, or health information through the website. We ask only for what we need to scope the work, and we agree on a channel for sharing any sensitive material before it is exchanged. See our privacy notice for how we handle information submitted through this site.
Technology is a second question
The assessment starts with the process, not a product. If a tool is part of the answer, we will say so and explain why. DocumentRight® is operated by NVSR Holdings LLC, the same company that operates NVSR Advisory, and you are never required to use it.
Frequently asked questions
Which workflow should we start with?
Choose the one that causes the most repeated follow-up, delay, or rework. We help you narrow it down on the discovery call.
Do we need to change our software first?
No. The assessment looks at how the work runs today with the tools you already use. Software is considered only if it removes a real constraint.
What do you need from us?
A short conversation, answers to a questionnaire, and any existing checklists or procedures. We plan around busy periods.
Will the assessment guarantee better results?
No. It gives you a clear picture and a prioritized plan. Outcomes depend on your starting point and how changes are carried out.
Start with one workflow.
Tell us where work gets stuck. We will help you decide whether an assessment is the right next step.