Accounting & bookkeeping
Every deadline has a name against it.
Practices run on recurring obligations with statutory dates. The risk is never the work itself — it is the client whose filing belonged to somebody who left in March.
“Every client has a set of deadlines, and the only record of who handles which is in three people's heads.”
Recurring obligations as objects
A monthly or annual filing with an owner, a backup, a due date and the evidence it was submitted. This is precisely what a responsibility is for.
Certification coverage
How many currently qualified people you have for each type of work, not just who has a certificate somewhere.
Handover without a gap
When someone leaves, every client obligation they owned appears with its next due date — including the ones months away.
Where to start
The responsibilities this trade has to place.
Six that almost every company in this line of work has, whether or not anybody has written them down. Each needs one owner, one backup and a way of showing it happened.
- Client filing deadlines
- Payroll run ownership
- Year-end review sign-off
- Practising certificate renewals
- Anti-money-laundering checks
- Client onboarding
Responsibility map
Every function, every responsibility, and the empty slots.
Finance
Monthly close
Claire Dubois
Supplier payments
Idris Hassan
Operations
Supplier onboarding
Sophie Marchetti
Monthly supplier reconciliation
No owner
Marketing
Campaign planning
Laura Gómez
Lead reporting
Laura Gómez
Customer Success
Customer onboarding
Emma Johnson
Escalations
Emma Johnson
Also relevant
Know who's available, capable and responsible.
Know who's available, capable and responsible.
Other trades
Not quite your line of work?
Run your team with clarity.
From the moment someone joins to the day their responsibilities are handed over, Orglume keeps your people, their work and your organization connected.
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