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Accounting Workflow

Insightful strategies and tactics to grow your firm.

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Article Accounting Workflow
How to Set Up Workflow Automation for Your Accounting Firm in 4 Steps

Time is money in accounting. When tedious manual administrative work starts eating into your billable hours, you know that something has to change if you…

July 27, 2023
Guide Accounting Workflow
Playbook: How to Transition Your Firm Into Paperless, Virtual Accounting

Nayo Carter-Gray, EA, host of the Taking Your Firm Virtual Summit, shares the steps she took to successfully transition her firm into virtual accounting and…

July 19, 2023
Article Accounting Workflow
100 ChatGPT Prompts for Accountants and Bookkeepers

Every industry is currently looking for the best use cases for AI. In the accounting industry, AI tools like ChatGPT have gotten so good at…

July 13, 2023
Customer Story Accounting Workflow
After 12 Months of Various Free Trials, Pathway Found Financial Cents as the Right Software to Organize and Track Client Work

Pathway is a two-person firm. Peter Piluk handles the firm's accounting, bookkeeping, and payroll services, while Lisa Ryckman does the tax work. Together, they have…

June 15, 2023
Guide Accounting Workflow
Report: The State of Accounting Workflow Automation

Discover the workflow challenges firms faced in 2022, impact on work, attempts they made to solve them, and what role (if any) automation played. Take…

May 22, 2023
Article Accounting Workflow
7 Essential Features of an Accounting Project Management Software

Accounting project management software has been around for years, but productivity is something only a few accounting firms have been able to actualize. That is…

May 12, 2023
Article Accounting Workflow
AI in Accounting: How Accountants and Bookkeepers Can Use ChatGPT in their Firms

Aside from the fear of taking people's jobs (more on this later), AI has proven incredibly useful across industries. With the right prompts, it can…

May 2, 2023
Article Accounting Workflow
How to Hit Client Deadlines with Accounting Project Management Software

Apologizing to clients for missing yet another deadline or extension is a tiring cycle. Losing them as clients is even more heartbreaking, especially considering how…

April 27, 2023
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
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