How to Effectively Delegate to Increase Capacity

by Jesse M. Herschbein, CPA, CGMA, Ascend Accounting Advisory, LLC | April 17, 2024

As an accounting professional, you’re no stranger to juggling multiple tasks, deadlines and responsibilities. Delegating effectively can be a game-changer, allowing you to focus on strategic initiatives, improve efficiency and empower your team. 

Let’s explore three key principles for successful delegation: 

  1. Document your process. Before you delegate any task, take the time to document the process thoroughly. Why is this crucial? Well, consider it your roadmap. When you have a clear, step-by-step guide, it becomes easier to communicate expectations to your team. Here’s how to go about it: 
    • Break it down. Divide the task into smaller components. What are the inputs, processes and desired outputs? Document each stage meticulously. 
    • Include the rationale. Explain why each step matters. Understanding the “why” behind a task motivates your team and helps them see the bigger picture. 
    • Create visual aids: Flowcharts, checklists or process maps can make complex procedures more digestible. Visual aids enhance clarity and reduce ambiguity.  
  2. Train your people to understand the process. Delegation isn’t just about handing off work; it’s about ensuring your team members grasp the intricacies. Here’s how to train effectively: 
  • Conduct one-on-one sessions: Sit down with each team member and walk them through the documented process. Encourage questions and discussion. 
  • Role play: Simulate scenarios. Ask your team to demonstrate their understanding by role-playing specific steps. This reinforces learning and builds confidence. 
  • Have feedback loops: Regularly check in with your team. Are they encountering roadblocks? Do they need additional resources or clarification? Adjust your training accordingly.

3. Genuinely delegate and empower ownership. Now comes the critical part: delegation itself. Remember, it’s not just about offloading tasks; it’s about empowering your team. Here’s how to do it right: 

  • Trust your team: Trust that your team members can handle the responsibility. Micromanagement stifles growth and creativity. 
  • Set clear expectations: Be specific about deadlines, quality standards and desired outcomes. Ambiguity leads to frustration and inefficiency. 
  • Encourage autonomy: Once you’ve delegated, step back. Allow your team to take ownership. When they succeed, celebrate their achievements. 

Remember, effective delegation isn’t about relinquishing control — it’s about optimizing resources. By documenting processes, training your team and genuinely empowering them, you’ll not only increase capacity but also foster a culture of collaboration and growth. So, go ahead, delegate strategically and watch your accounting team thrive! 

Jesse M. Herschbein

Jesse M. Herschbein

Jesse M. Herschbein, CPA, CGMA, is the owner of Ascend Accounting Advisory, LLC. He is a New Jersey CPA with more than 25 years of combined public and private accounting experience. Jesse is a member of the AICPA and NJCPA and is currently chairman of the NJCPA's Volunteer Relations Council, a director of the NJCPA Passaic County Chapter and is a past member of their Board of Trustees.

Leave a comment