How to “Cloud Accounting” for Tax: The Template for Change Management


In the last article, I address the three pillars of change management. Please read that here. Once you have a good, fundamental understanding of change management, you need to build a comprehensive plan.

I have put together a template to help you facilitate the change. This template is a slimmed-down version of a change management plan, including the critical parts needed by tax practices to effectively implement a new process and/or tool. There are many pieces that go into effective change management and the plan document is only one of them. Building this plan document needs to be done in conjunction with an effective project management plan. The timelines included should be used to build tasks and assignments into your project management software. Additionally, you will need to identify where related documentation, training videos, and best practices will be housed. I recommend using the same file storage that you use for your firm in general. I use SharePoint.

Use this template wisely! Go forth and change the world!

In my next article, I will be talking through the how of Phase 1: Assessment.

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Liz Mason is a serial entrepreneur, a giant nerd, and an involved accounting vanguard. She is the Founder of High Rock Accounting, Rebel Rock Accounting, TheDepartment.Tax, and a few other related brands. Liz speaks on a national stage, guests stars on podcasts, and writes frequently. To further her passion for the advancement of the accounting profession, Liz currently serves as a Xero National Ambassador and as the Content Strategist for Tax Practice News. Liz started her career in tax at Grant Thornton (at 20) and automated a portion of her job landing her in the national tax practice. She spent a decade in large public accounting firms working on highly technical tax consulting before branching off on her own. Liz utilizes her creativity and passion at her company to uproot traditional practices and replace them with innovative concepts. She finds joy in efficient technology and her core belief is that everyone and everything can continuously improve (she says "be better" too often). When Liz isn't planning world domination in accounting, she is a die-hard skier, down for any adventure, plays the ukulele, reads everything, and has a good sense of humor. If you're looking for her, you can find her traveling the world and enjoying new food and cultures with her young son. Follow Liz and High Rock Accounting on Twitter at @LizzyNorMa and @HighRockCPAs.