Weekly Bookkeeping Template
Free Accounting Workflow Templates
Streamline your accounting firm with our free workflow templates and forms.
You can download them in excel or use them with your staff inside Financial Cents.
Get Your FREE Workflow Starter Pack
Bookkeeping Templates & Forms
Workflow Starter Pack
16 free checklists and forms to streamline your accounting or bookkeeping firm!
Weekly Bookkeeping Template
Use this accounting workflow template to streamline your weekly bookkeeping process.
Monthly Bookkeeping Template
Use this accounting workflow template to streamline your monthly bookkeeping process.
Use this accounting workflow template to streamline your bi-weekly payroll process.
Individual tax return (1040)
Use this accounting workflow template to streamline your 1040 process.
Business Tax Return (1120)
Use this accounting workflow template to streamline your 1120 process.
Business tax return (1065)
Use this workflow template to streamline your 1065 process.
Use this accounting workflow template to streamline your month-end close process.
Client Onboarding Template
Use this accounting workflow template to streamline your client onboarding process.
Staff Onboarding Template
Use this accounting workflow template to streamline your staff onboarding process.
Quarterly Review Template
Use this workflow template to streamline your streamline your quarterly review process.
Year End Review Template
Use this workflow template to streamline your streamline your year end review process.
Price Increase Letter
Increase your prices with confidence and get paid what you are worth with our price increase letter.
Client Questionnaire Form
Use our free client questionnaire form to help you collect more client information.
Accounting Proficiency Test
Use this accounting proficiency test to vet new potential hires.
Bookkeeping Engagement Letter
Use our bookkeeping engagement letter to set expectations with your client and mitigate risk.
Welcome Email Templates
Impress new clients with clearly-written emails that further make them confident in their choice to work with you.
Team Meeting Agenda Template
Use our team meeting agenda template to have more productive meetings so you can better plan and manage projects.
Try These Templates
In Financial Cents!
Why standardize your process with workflow templates?
As your accounting firm grows and you continue to expand your team, it becomes essential to standardize your process with accounting checklist templates. Your accounting firm has work that must be completed daily, weekly, or monthly to ensure client work gets done one time. If you fail to standardize these processes with bookkeeping templates as you scale your accounting firm, work quality will suffer, and you will miss important accounting deadlines.
All the work your firm does has rules that define how to complete the work to your firm’s standard. Standardizing these rules into workflow templates helps ensure quality deliverables and reduces human error.
How to standardize my accounting processes?
The best way to standardize your process is to get it from your head into something that you can share with your team. To do this, you will need to write down or document all the steps that a process (bookkeeping, tax, payroll) consists of into a workflow template that your team can use as a guide to complete client work.
We have provided you with some sample templates above to help you get started to make it easier for you. Still, every firm is different, and you must take the time to customize each template above to fit your accounting firm’s process.
All the work your firm does has rules that define how to complete the work to your firm’s standard. Standardizing these rules into bookkeeping templates helps ensure quality deliverables and reduces human error.
The benefits of standardizing your process with accounting workflow templates
Standardizing your process gives your employees a straightforward and established process to follow when doing client work. The benefits of doing this are:
- It provides clarity for your team
- It guarantees quality work and deliverables as your team grows
- It makes your firm more productive
- It allows you to onboard new hires and scale your accounting firm faster
Clarity for your team
Any complex task will have grey area and questions. When there is uncertainty and guesswork, your team will make mistakes and waste time figuring out how to complete client work correctly.
Think about the amount of time you have spent teaching your staff how to do work. It can be time-consuming training them and reviewing their work for mistakes.
It is hard for your team to know the best and most efficient way to complete client work, especially when it is all in your head due to years of experience.
By standardizing your process with workflow templates, your staff will have a clear guide to walk them through the process every time.
Guarantees work quality as your team grows
When there isn’t a clear process for your staff to follow it will result in less consistent work.
If you asked five different accountants to complete the monthly bookkeeping process each one of them would do it differently. Therefore, if you don’t have a clear process for new hires to follow each one of them will develop their “own” process for getting the work done.
This will result in inconsistent deliverables, which can degrade the quality of client work, upset clients, and tarnish your brand.
You will drastically increase firm productivity
By standardizing your process with accounting workflow templates, you will drastically increase your accounting firm’s productivity by eliminating inefficiency.
When you don’t have a clear process for your staff to follow they will make many mistakes. These mistakes will require you to waste time fixing the mistakes over and over again.
If you standardize your process, your team won’t make these mistakes because they will always know the correct steps to follow. They will literally have the best process right in front of them. Not only will it prevent mistakes, but it will also allow them to finish the work faster because they won’t have to waste time trying to understand the best way to complete client work.
Onboard new hires and scale faster
Standardizing your workflow processes with workflow templates allows you to reduce the training period for new hires. It can take time to sit down with every new hire and personally teach them how to complete work for clients. You could be using this time to personally complete more work or even focus on scaling your accounting firm.
This is the number one reason that accounting firms struggle to grow. They cannot handle more client work because they struggle to find, train, and onboard new staff members.
By standardizing your workflow processes, you won’t have to spend weeks training your staff members and answering them because all that knowledge will be in the bookkeeping templates.
This allows you to scale your onboarding more staff members faster, which lets you take on more client work and drive revenue so you can scale your accounting firm.
How Financial Cents can help you standardize your firm
There are three key ways Financial Cents helps you standardize your process, ensure quality client deliverables, and scale your accounting firm.
- Document your process into workflow templates
- Share templates with your staff in real-time
- Easily track the status of client work
Document your process into templates
Financial Cent is a practice management solution built specifically for accounting firms and already has all these templates set up in the system ready for your firm to implement in seconds.
You can easily customize our templates to fit your process or even create your own templates. This prevents you from manually creating all these templates in excel and saves you a lot of time when you need to standardize your process.
Share templates with your staff in real-time
With Financial Cents, you can easily share your best practice workflow templates library with your staff, so they always know the best way to get work done quickly.
If you make changes to the templates over time, your team will see the updates in real-time, helping you ensure good work quality with consistent deliverables.
Ensuring that every staff member has the most current templates via excel is difficult, time-consuming, and risky.
Easily track the status of client work
After you use the templates to delegate the client work to your staff, you will have the ability to track the status of the work in one simple view.
You will always know who is working on what, where everything stands, and when everything is due. With this level of visibility across your accounting firm, you can guarantee that nothing will ever slip through the cracks again.
This will ensure that you hit your deadlines and keep your clients happy.
If you would like to standardize your process, improve productivity and scale your accounting firm sign up for Financial Cents’ free trial today.