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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.

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 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 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 2026

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
FREE Checklist Templates