How Many Processes Can You Document This Month


“How do I …?”

“Where is the …?”

“Why do we …?”

When I first started growing Fourlane, these were the kinds of questions I used to get. Now, as we’ve grown, I’m trying to completely eliminate these questions from my business.

Don’t get me wrong! I believe in training. I believe in questions – that is how people learn. But, I also believe in documenting processes so that the answers are easily available for everyone.

In our case, we document everything, from the services we provide to the internal processes necessary in any business. These include the way we handle monthly bookkeeping, file review, how to integrate QuickBooks apps, and internal information such as asking for time off and expense reimbursement.

Because our team is remote, we’ve set up a Wiki (I’ll talk about that in my next blog). Just this week, we added and updated new processes on customer engagement and how to onboard new bookkeeping clients.

Processes keep our customers happy and our team consistent, so I’m going to throw down the gauntlet. How many processes can you document in the next month? Get going! It will make a difference in your business. I guarantee it.


About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

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