Process Improvement

Do more with fewer errors through Process Improvement in finance and tax operations. This category shows how to design SOPs, map controls, and cut cycle times in AP/AR, payroll, GST, and month-end close. We share templates for responsibility matrices, hand-offs, and exception logs; plus Excel/Google Sheets techniques, data validation, and versioning best practices. Learn when to automate (from simple formulas and Power Query to lightweight scripts/RPA), how to measure TAT and quality, and how to build dashboards that highlight action items—not noise. Ideal for teams scaling from spreadsheets to systems, these guides help you standardise, automate, and continuously improve.