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A Stage is a series of related tasks grouped around the skill requirements and level of authority of the person assigned to complete them. In grouping these tasks, the practice can:

  • allocate a cost to carrying out the stage so that management know how much it will cost to carry out the work — in other words, work out a budget

  • set a period of time to complete a stage so that management can estimate how long it will take to carry out work for a client

  • monitor the progress of work being carried so that the stage is completed in a timely manner to the expectations or timeframes agreed with a client.

  • allocate a group of employees to a group of tasks in one step.

For example, 'Preparation' may be a stage that could include the tasks of:

  • data entry

  • bank reconciliation

  • prepare return

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CCH Practice Management




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