The countdown is on — Earn up to 12 CPEs, learn about workflows from the industry’s best, and win prizes at WorkflowCon 2025. Registration closes soon. Earn up to 12 CPEs, learn about workflows from the industry’s best, and win prizes at WorkflowCon 2025.  Nov 12–13. 
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Accounting Workflow

Insightful strategies and tactics to grow your firm.

Browse the categories or topics below to find what you are looking for.

Article Accounting Templates
7 Basic Accounting Workflow Templates (+ Free Diagrams & Flowchart)

Accounting workflow management will get more complex as regulations and client needs evolve. Being able to organize your processes and work patterns will give you…

April 21, 2023
Article Accounting Workflow
Financial Cents 2023 State of Accounting Workflow Automation

Financial Cents is excited to release the inaugural 2023 State of Accounting Workflow Automation Report, based on a survey of 132 accounting and bookkeeping firm…

March 28, 2023
Podcast Accounting Workflow
S01 E15: How this firm owner systematized her accounting firm

How this firm owner systematized her accounting firm. Bobbie Witt shares exactly how she did it and its impact on her firm.

March 10, 2023
Expert Interview Accounting Workflow
7 Best Practices to Create Winning Proposals that Sell

In this article, Practice Ignition's Joshua Lance shares how to create proposals that not only increase sales, but that sell the right type of services…

February 28, 2023
Article Accounting Templates
Client Onboarding: 8 Ways to Make It Memorable (+ Free Template)

Every time you get a new client, remember they have just chosen you over several other firms. It's exciting and may preoccupy you with meeting…

February 24, 2023
Article Accounting Workflow
Essential Features to Look for in an Accounting Workflow Software

Technology and processes work hand in hand to help your firm hit your client work goals and do more in less time, in a secure…

February 20, 2023
Article Accounting Workflow
Accounting Work from Home: Top Productivity Tools for You & Your Team

If more firm owners knew how productive their employers are when working from home, they'll be more eager to take full advantage of this new…

February 16, 2023
Podcast Accounting Workflow
S01 E14: How to keep your team happy and connected in a remote world

Alisa McCabe shares tips on how she creates culture and keeps her team aligned as a remote firm.

January 30, 2023
Podcast Accounting Workflow
S01 E13: How this firm went from a 60 to 32 hour work week and still got their work done

Mike McLenehan discusses how he moved his team from a 60 to 32-hour work week… without sacrificing firm output! We also talk about the benefits…

January 15, 2023
Article Accounting Workflow
How to Build a Progressive Accounting Firm in 2025

If the accounting industry is changing fast, firms must evolve their processes to remain relevant to their client's future needs. Here are ways to position…

January 4, 2023
Podcast Accounting Workflow
S01 E12: How this firm documented their processes with checklists

Peter Piluk talks about documenting your processes with checklists! You will learn why your need to document your processes, when to do it and how…

January 3, 2023
Podcast Accounting Workflow
S01 E11: How this firm owner grew from being a solo to a team of 8

Susan Pruskin discuss's challenges when growing your team and how to overcome them! She shares some tips on making your first hire, how your role…

December 12, 2022
FREE Checklist Templates