Course Details

In Part 1 of the 3 Part Series, we establish the importance of standard operating procedures and how it impacts on the success of your firm. From there we focus on the practicalities of developing, implementing, and maintaining your businesses processes and procedures to drive not only efficiency but the key to business success – looking after your clients and giving them what they want and need.


In this course Des O’Neill covers the following topics;


  • Why is this important and what can you, your team and your firm gain?
  • Where are you now and where are you really starting from?
  • First Steps on your Journey of Standardisation.
  • The Process of Creating Standard Operating Procedures
  • Capturing and Creating your Firm Standard Operating Procedures



By purchasing this course you will get clear on;


  • Why creating standard operating procedures for their firm is critical to scaling their business.
  • How to assess technology and make the decisions and choices in relation to what technology will work best for them.
  • How to assess what is needed to drive efficiency in their firm and how they can start the process taking the first steps.
  • Getting clearer on the mindset and thinking shifts that we need to make as business owners but also how to help our teams shift their thinking.
  • Simplifying what we do and how we do it to get the most important results for our firms, our teams, our clients, and ourselves.



This course is for firms who want to be more efficient in 2024. It is for firm owners who want to drive profitability, improve customer service, and get the most out of the resources they have.


  • It’s for new startups who want to avoid the mistakes that others have made before them.
  • It’s early to mid-stage firms who know there must be a better way for some of the things they are doing, and they do not want to re-invent the wheel.
  • It’s for mature and established firms who not only want to keep up to date with what is happening in the marketplace, but they also want to get ahead and stay ahead in a time of technological transformation.
  • It’s for sole practitioners and multi partner firms.
  • It’s for anyone who wants to grow their accounting business.
  • It’s for anyone who wants to get a better result from their accounting business.

This course is for firms who want to create a Standard Operating Procedures Manual that is focussed on getting the best possible result for the firm and the clients and a manual that says, “This is how we do it here”.

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CPD Course Speaker

Founder, OmniPro and CPD Store

Des O'Neill

Having worked for a number of years in practice, and with one of the profession’s regulatory and support institutes, Des co-founded OmniPro to develop tools, techniques, products and services that make accountancy more profitable and rewarding.

Des is passionate about bringing innovation to the accountancy profession and enabling accountants to achieve what they want from their careers and business. His core belief is that when empowered to achieve their best, accountants can deliver transformative results for clients.

He holds qualifications from the ACCA Association of Chartered Certified Accountants, CPA Institute of Certified Public Accountants and ACIS Association of Chartered Secretaries and Administrators.