Pick one cycle, teach it once, and let it run for a second client without you. This is the path we walk with new firms, written out so you can do it yourself.
Take the job your team does the same way every month for at least five clients — bank reconciliation, sales tax prep, month-end packs. Repetition is what you are teaching; a one-off engagement teaches nothing that carries.
In plain sentences, list every step a person takes now, including the fiddly judgment calls and the bit where someone emails the client. You are not designing a process; you are recording one.
Point me at Xero, QuickBooks or Sage with read access first. Nothing is written back until you have seen a full run and said yes.
Sit through one run on one client. Watch the reasoning as it goes, not the output at the end — that is where you see whether I understood your firm or a textbook.
When I get something wrong, say so where it happened. Corrections are learned against the cycle, so the next client inherits them without anyone rewriting instructions.
Decide what I may finish alone and what waits for a signature. Most firms start with everything gated and open up cycle by cycle. Both are one setting.
This is the real test of the fortnight. The same cycle should run for a different client with a different chart of accounts and no new teaching.
Pick your steadiest client and let a run finish without anyone watching. Read the trace afterwards. The point is not the output; it is that you can see how it got there.
Show two colleagues where the queue is, how to approve, and how to correct. If they can do those three things, the WorkStream is theirs and you are free to teach the next one.
We run the same two weeks with your data and your signer. Most firms reach an unattended run inside two weeks.
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