Effective Teamwork in Accounting
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ScribdTranslationsEffective Teamwork in Accounting
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ScribdTranslationsTEAMWORK:
Teamwork is a collaborative working process among a group of people.
in order to achieve a goal; teamwork is a crucial part for a
company, as it is often necessary for colleagues to work well together,
striving to the maximum.
Working in a team means that people will seek to cooperate, using their
individual skills and providing constructive feedback, despite any
difference in thinking and working style of the people involved.
In our case, teamwork is vital for our company, to work
collaboratively in the accounting department will allow specific tasks to remain
perfectly executed such as: tax preparation, statements
financial, tax regulations, auditing among others.
Therefore, our company proposed parameters to consider when
moment to establish efficient work teams for the accounting area, in order to
that when being someone who directs others or is part of a group, one can
achieve the objectives that are under their responsibility or that are part of their duties
that I carry out in order to take advantage of the benefits offered by working in
team:
PLANNING AND ORGANIZATION
Accountants and financial managers must be like all professionals, very
organized, and able to make their team organized.
The accounting area in particular, and by its very nature, requires that its work be
are carried out within the established deadlines and dates, which is only possible if you
they appropriately plan the activities of all the people who work on the part
financial and accounting of the organization.
Work teams need to understand the reasons for their existence, that is, what they are.
wait for what they must achieve and who else is involved in this process.
To be effective in planning, the following basic elements must exist:
Interpret goals that have been achieved as results of the planning in
high levels.
Align the needs of the organization with the goals of the team
from the accounting and financial area.
Identify the resources that are necessary to achieve the specific goals of
areas such as personnel, time, money, materials, facilities, equipment, and
accounting programs, ensuring their availability.
Set deadlines and due dates for the states.
financial and analysis of these according to the information needs that
have the organization for financial decision-making and presentation
reports to the Fiscal Supervision, General Management, and Board of Directors.
Determine the performance levels and the way they will be measured.
results. Generally, the results of the area are measured according to the
opportunity, quality, and its usefulness for decision-making.
It is important that at the time of setting the goals and objectives of
work team, the members participate actively; this creates more
commitment and sense of belonging to what is done.
Taking the above into account, the Accountant who leads their team must have
Account when setting goals, the following:
Team members must set goals and performance standards. For
example: If an official has the duty to input information daily
accounting such as accounting notes, expense vouchers and others, must
set a limit on days of delay in order to prevent it from accumulating and
it harms the monthly preparation of the general balance.
It is important for the team leader to ensure that the goals of the
teams should be attainable but sufficiently challenging to cover the
company needs.
2. DIVISION OF LABOR
When dividing the work to be done in the Accounting Department, the
The accountant must know how to distribute tasks in a logical and block-based manner. At the same time
to provide accounting and financial managers with the necessary tools and resources
to reach the set goals.
At the time of assigning tasks, resources, and responsibilities to the members of
equipo, el Contador Público y los gestores contables y financieros deben hacerlo sobre la
base of functions and skills of each one.
Due to the fact that all the activities encompassed by the accounting field, the results
they must be of absolute reliability, the Accountant must select appropriately
to the person who will perform certain functions and for this they must recognize
deeply the skills of each of them and provide them both the
physical tools such as techniques and professionals so that they can handle
adequately the processes that are assigned to them.
When each team member performs the necessary tasks to achieve the goal of the
Similarly, it is necessary for the Public Accountant to establish a control system to
ensure that they are developed according to the standards established by the law and not
allowing the organization to fall into mistakes that lead to costs due to fines or
sanctions. The controls must be established at the moment when it is carried out.
planning the team's work and being as simple as possible so that it does not
turn into review processes upon review which causes delays in the development of
the activities
3. IDENTIFICATION OF TASKS AND FUNCTIONS
The function manuals allow for a clear establishment of the functions of each one of
the accounting and financial managers to facilitate their execution, making it more efficient
and productive work. In addition, they allow the Public Accountant as the team leader,
control and ensure strict adherence to procedures and avoid the
deviations and the evasion of responsibilities. There are very clear parameters and
strict compliance with accounting procedures. Therefore, it is important
identify each of the tasks to be carried out in an orderly and systematic manner,
assigning them to each of the team members in the same way.
4. COMMUNICATION
When working in a team in the accounting area, it is necessary that the channels and
communication methods are established, whether by email between the
team participants or a web message that serves as evidence of those
work agreements, delegation of activities, among others. This is in order to avoid
misunderstandings and delays in the delivery of activities.
5. EXECUTION (involved leader)
One of the most important guidelines to keep in mind when the work team is already
organized, its activities properly planned, the assigned tasks and is
by performing the activities, the Public Accountant gets directly involved in the role
of each of the team members.
What needs to be achieved with 'getting involved' is that team members feel that the
the leader works in the same way as them, and that this is an integral part of the team and not
he/she is the person
6. PRESENTATION OF RESULTS
The results of the activities carried out in an Accounting Department are
very concrete.
They are linked to the opportunity, reliability, and truthfulness with which the figures are presented.
accounting that reflects the economic or financial situation of the company.
These financial statements must be presented in accordance with the established standards and
to the requirements of both the company and the law.
It is important that the leader at this moment is more involved than ever and
personified by the situation, in order to not allow the slightest risk of error. It is very useful
establish and have on the schedule the maximum delivery dates for these in order to
to commit all team members to satisfactorily fulfill these
requirements.
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