Why you need a Free Accounting Practice Process Tracker

Documenting firm processes can be overwhelming. Start by identifying key processes, their owners, and reviewers to ensure they are easily repeatable. Use the Processes-to-Create Tracker to prioritize the most important processes based on your firm’s current needs. By focusing on the most impactful processes, you future-proof your practice and minimize disruptions to clients if a staff member leaves or goes on PTO.

The “Process Creation Tracker for Accounting Professionals” streamlines workflow management, ensuring no process is left undocumented or unrefined. It enhances accountability by assigning responsibility and tracking progress, leading to efficient task prioritization. With improved visibility into each process, bottlenecks are quickly identified, fostering continuous improvement. The tracker facilitates seamless communication among team members and guarantees rigorous testing before implementation, ensuring high-quality results.

Leslie and her team simplifies operations for accountants, bookkeepers, and tax professionals with the Business Evolution System. She offers 1:1 and group coaching to help clients achieve their business goals. Leslie’s passion is reigniting the joy in accounting and bookkeeping practices. Join her facebook community: Scaling to CEO for Business Owners. where they do weekly trainings on how to improve your firm. As a firm owner herself she understands the overwhelming demands of running an accounting firm.

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Free Accounting Practice Process Tracker Template

Helps you get it out of your head and onto paper.

LESLIE SHARES WHY YOU NEED TO GET THINGS OUT OF YOUR HEAD

This tracker was developed because I could not keep track of all the stuff I needed to get out of my head. It completely overwhelmed me and my team. There was so many. Many times I was working on one process that lead into another process. There was no way to keep track of what we had done or was working on. We would get them completed but then no one tested them so who knew if they actually worked. We needed to track if they were tested as well. We also needed to make sure they were tied into the task management system so they were easy to follow. This is how the tracker was born in order to give us clarity on where we were."

Leslie Liondas, CPA
  • Organization: It helps you keep all process-related information in one place, making it easy to track and manage.
  • Visibility: Provides visibility into the status of each process, including who is responsible, the current status, and any notes or important details.
  • Prioritization: Allows you to prioritize processes based on their importance, ensuring that critical tasks are addressed first.
  • Accountability: Assigning staff responsible for each process promotes accountability and ensures that tasks are completed in a timely manner.
  • Efficiency: By documenting processes and tracking their status, you can identify bottlenecks or areas for improvement, leading to increased efficiency over time.
  • Communication: Facilitates communication among team members by providing a centralized location for process-related information.
  • Quality Control: Ensures that processes are thoroughly tested and approved before implementation, reducing the risk of errors or issues.

Overall, this tracker helps streamline the process creation process, leading to more efficient and effective operations within your accounting firm.

What You’ll Find in the Accounting Practice Process Tracker Template

Leslie’s template provides a user-friendly format with clear instructions and editable sections for you to customize. One of Leslie’s team members, Danielle Angel, walks you through the instructions on how to best use this template.

Check out the video here:

How to Use the Accounting Practice Process Tracker Template

To use Leslie Liondas’ “Get-It-Out-Of–Your-Head” Tracker template, simply:

  • Download the template

After you’ve gotten your copy of the template:

  • Review each section and determine if you want to remove or add anything.
  • Optionally, you may add your logo to customize it to your firm.
  • Share it across your team via email or your file sharing platform.
  • You can also create a video to explain the tasks and any other important details to your team.
  • Ensure to add all completed processes and their link to the second tab to create a table of contents that catalogs your workflows.

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