Owner
Owner CPA
Assigned
Client delivery team
Workflow
Client onboarding
Review cadence
Monthly
Operating Standard
SOPs support review-first execution
SOP Library documents repeatable practice work, ownership, review checkpoints, and version history while preserving professional judgment and regulatory verification.
Documents
Procedure steps
Steps define the minimum operating standard before client work advances to delivery, review, or closeout.
Step 1
Confirm engagement scope
Owner: Owner CPA
Step 2
Send intake checklist
Owner: Staff preparer
Step 3
Review uploaded documents
Owner: Reviewer
Step 4
Record missing items
Owner: Staff preparer