I Creat SOP’s and Workflows for Almost Everything I Do, But Am I Making it Too Easy to Replace Me By Doing So?
Something I’ve been thinking about since a disagreement with a client (client A) the other day… I automatically document my processes and such, but I keep them on the shared drive. Would it be smarter to keep them on my personal drive so I’m not just giving away a complete playbook of how to do my job? (Not that it would automatically help someone who doesn’t know bookkeeping already, but you get my drift). I’m curious how everyone else handles this? To give more context, i have another client, (client B), who started a new business in early 2025, and I’ve helped build and implement systems and processes for them- and not just re: bookkeeping, but other departments as well. I’m paid for doing so, but am I being too much of an open book?
Edit to add: the disagreement was with a different client (here on called client A) than the client I’ve been building processes and SOP’s for (we’ll call them client B). I realized I didn’t make that very clear, but I do have documents detailing my processes for every client I have, so when this disagreement came up with client A, I started thinking about all of the clients I have processes spelled out for, but especially client B who by far has requested the most of this type of work.