Standardized Workpapers
Every return documented to the same template, with no preparer discretion.
Multi-office firms / Multi-Office Operations
Run three offices like one firm
Growth by office, or by acquisition, usually means growth in inconsistency. Cranston gives each office its own team and queue while the process, the standards, and the partners’ view stay unified.
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Each office runs as a team
One process, enforced by the system
Partners see everything, live
How multi-office operations work
Local execution, firm-wide standards.
Offices become teams
Each office gets its own team with its own clients, queues, and staff, organized the way the firm actually runs.
The process is shared
The firm controls procedures, workpaper standards, and review rules. Cranston applies them in each office.
Partners see across
The firm overview shows current work, blocked work, and work awaiting review for each team.
Acquisitions slot in
A newly acquired book becomes a new team running the firm’s process from week one, including reading their prior-year returns in.
Multi-office operations questions
Yes. Clients belong to the firm, and access is granted where it is needed. A client who moves cities keeps the same file.
