Knowing When and How to Delegate

December 29, 2021

Many business owners, managers, and executives have fallen victim to thinking that they can do everything on their own without asking for help from their team. While that may sound possible at first, you’ll find yourself feeling more overwhelmed as you go on. This is where delegation comes into play. Any efficient and successful accounting firm will have leaders and managers who know how to delegate effectively and trust their team to share the workload. If you’re having doubts about this, this guide will show you just how important it is to delegate.

Why is it Important to Delegate?

As a manager and business owner, you’re presumably working hard to ensure that your firm is doing very well in handling your clients’ needs. However, that’s not all you should be worried about. You should also be worried about your team’s morale, productivity, and company goals.

If you find yourself feeling overwhelmed with your daily tasks and are finding it difficult to juggle everything at once, delegation is sure to help you out. It’s an excellent way to develop your employees’ skills and boost morale within the firm. Follow these tips to learn how you can delegate some of the work effectively.

1. Let Go of Your Ego

It’s okay to have pride in your work, but that shouldn’t stop you from letting go of some of your work. You should let go of it without worrying that your team members are going to mess up or make you look bad. There will be a few mistakes here and there, but that’s okay!

Team members should also be given the opportunity to do things for themselves and to do things their own way. This is why it’s also important to give each team member the proper training and incentives to help them learn and improve.

2. Create a Delegation Strategy

It’s never a good idea to just randomly pass work to your team. You need to create a strategy that will help your team members know where the workload is coming from and where it’s going.

For example, you can create a monthly and weekly task sheet that shows each staff member how many tasks to accomplish each week. This system will make it easier for you to see what needs to be done and delegate the work fairly.

3. Play Your Team's Strengths

Before you decide who does what, it’s essential to take a look at each team member’s strengths. This way, you’ll know who can handle a task the best. After all, no one wants to give a task to someone who isn’t going to be able to do it successfully.

4. Avoid Micromanaging

If you find yourself getting stressed out or feeling overwhelmed, you should make a conscious effort to stop micromanaging your employees. This can be a constructive way of delegating some of your tasks to your team members.

For example, you can let your team know that you’ll be checking in on their work every so often, but they don’t have to check in with you every time they need to complete a task.

5. Let Your Employees Make Mistakes

If you’re not afraid to let your team make mistakes, then you shouldn’t be afraid to let them try something out. Even if you don’t think that they can handle something, let them try it out first. This will help them grow in confidence and start seeing what they’re capable of doing. Let your team members make mistakes but also help them learn from it so they won't commit those mistakes again in the future.


Delegation is an important skill, especially if you want your firm to run effectively. As a business owner, it’s important to let your team members do their job and handle different tasks on their own. After all, you don’t want to work yourself to the bone, do you? Delegation can be difficult at first, but with the help of this guide, you’ll have every piece of the puzzle.

Firm360 has everything you need from a workflow management software and more. We offer you an all-in-one platform designed to make your firm store documents, manage your projects, and accomplish your billing with ease. Book a demo today to see the full capabilities of our accounting management software.

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