Clarity Business Solutions
Stop being the bottleneck.
Use this worksheet to diagnose what’s blocking delegation in your firm and create a simple plan to move responsibility down the org chart — without losing quality or control.
How to use this
Set a timer for 15–20 minutes. Answer honestly. Then pick 1–2 actions you can implement this week.
1) What are you still holding?
List the work you’re personally doing that should live at the team or manager level. Don’t judge it — just capture it.
2) Pick your “Delegation Target”
Choose one area to delegate first. The goal is momentum — not perfection.
What happens next
After you submit the form above, you’ll download the worksheets immediately. We’ll also email you the link so you can save it for later (and forward it to your leadership team).
What’s inside the Delegation Worksheets
These worksheets are designed to fix the real bottleneck: responsibility moves down, but authority and context stay stuck at the top.
Decision Buckets
Define what your team can decide independently, what needs a quick check, and what stays owner-only.
Authority Limits
Set boundaries for client tone, scope changes, write-offs, and exceptions so leaders can act with confidence.
Stay-in-the-Loop Signals
Replace constant interruptions with simple written updates: status, blockers, and next actions.
This is for you if…
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You’re the “final stop” for everything.
Work gets assigned, but decisions still come back to you. -
Senior staff is capable — but hesitant.
They can do it… they just don’t feel safe to decide. -
Client communication creates stress.
Too much approval, too little context, and rewrites slow everyone down.
Your fastest win
You don’t need to “let go of control.” You need to design control differently: set the rules once, then let leaders execute within them.
“Most firms don’t have a delegation problem — they have a leadership system problem. These worksheets help you transfer ownership while keeping quality high.”
FAQ
Quick answers before you share this with your team.
Do I get the worksheets right away? +
Yes. After submitting the form above, you’ll receive the download immediately, and you’ll also get an email with the link.
Is this only for CPA firms? +
It’s built for accounting firms (CPA, CAS, bookkeeping), but the delegation system applies to most professional-service teams.
What if my team makes mistakes? +
Mistakes are part of leadership growth. The worksheets set guardrails so learning happens without quality falling apart.
How do I implement this fast? +
Pick one process you’re currently a bottleneck for. Define the decision bucket + authority limits. Then run a 15-minute weekly check-in using the signals.