Why you need our Workflow Starter Pack

To help you get started in standardizing your processes and streamlining your firm, we put together a workflow starter pack with 50 major checklist templates you can start using today.

Our workflow starter pack was carefully created to include all the necessary steps needed to accurately complete various accounting processes.  You can also customize them to fit your firm’s needs and share it with your team members.

How our Workflow Starter Pack will help your firm

Our Workflow Starter Pack will help your firm: 

Get accurate and important information to get started with client work:

Using our workflow starter pack, you’ll be able to request and receive accurate, timely, and important information to get started with various client work. No more delays.

Manage heavy workload without skipping a beat:

Using the checklist templates in our workflow starter pack will help you save time and work more efficiently without missing any important information.

Standardize and streamline processes across your firm:

If your staff members have different ways of completing work, it’s time to standardize your processes to improve the quality and consistency of your firm’s work. Standardizing your new client onboarding process through our workflow pack will save you from the headache that comes with incomplete data collection and errors.

Deliver excellent work that drives client satisfaction and referrals:

Our workflow starter pack was carefully created to help you and your firm accurately complete various accounting or bookkeeping processes so you can deliver excellent work that drives referrals.

What you’ll find in our Workflow Starter Pack:

In our fully editable and customizable workflow starter pack, you’ll find:

  • 50 workflow checklist templates
  • Step by step tasks
  • Assignees
  • Status of tasks
  • Notes

 

Note: Remember that you can add or remove any of these items to fit your firm’s unique processes.

How to use our Workflow Starter Pack:

To use our Workflow Starter Pack, simply:

  • Download the pack
  • Or create an account with Financial Cents to access the template

 

After you’ve gotten your copy of the pack:

  • Review each step 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 to standardize your process.
  • You can also create a video to explain the tasks and any other important details to your team.

Workflow Starter Pack FAQs

Are the steps in the checklist templates accurate?
Yes, they are. We created our checklist templates with feedback from bookkeepers and accountants like you. However, please review each carefully and feel free to edit them to fit your firm’s unique needs.

Can I use this checklist template within the Financial Cents application?
Absolutely! In fact, that’s the better way to use and maximize this template. In Financial Cents, you can create a project from this checklist template, making it easy for you and every member of your team to get work done. Financial Cents also gives you a great overview of all client work and projects so you never miss another deadline.