Free Accounting Workflow Templates
Explore free templates to improve your accounting firm’s efficiency and effectiveness.
Transform your monthly bookkeeping workflow into a systematized process. Goodbye forgotten tasks and hello to consistent, reliable bookkeeping that keeps your clients' businesses healthy and compliant.
Streamline client offboarding with this detailed process BOSS uses to part ways with their clients.
Transform your bi-weekly payroll processing into a systematized workflow. Say goodbye to missed deadlines and hello to consistent, reliable payroll management that keeps your clients' employees paid on time, every time.
Transform your year-end review process into a systematized workflow. Say goodbye to missed deadlines and hello to consistent, reliable year-end reviews that keep your clients' businesses compliant and ready for tax season.
Why use accounting workflow templates?
As your accounting firm gets bigger and more people join the team, keeping track of who’s doing what and when gets harder.
There are tasks your team has to do every day, week, or month, so your clients stay happy and everything runs smoothly.
Things can get messy if you don’t create a clear system for how and when to do these tasks. People might miss deadlines or make mistakes.
That’s why it’s important to have set rules or steps for each task. These are called standardized processes and can be automated with workflow templates.
Using templates helps everyone follow the same process, so the work is done right and on time, with fewer mistakes.
How to standardize my accounting processes?
The best way to ensure your team does work the same way every time is to take what’s in your head and write it down so others can follow it too.
That means you need to break down all the steps for bookkeeping, taxes, or payroll into a checklist or guide and create a workflow template.
We’ve already made a few sample templates for your use. It’s a starting point to make things easier. Since every accounting firm works differently, you must modify those templates to match how your team does things.
Every task your firm does has specific rules on how it should be done and in what order to meet your firm’s standards. Writing down those rules into templates helps your team stay consistent and make fewer mistakes.
The benefits of accounting workflow templates
Standardizing your process gives your employees a straightforward and established way to do client work.
- Provides clarity for your team
- Guarantees quality work and deliverables as your team grows
- Makes your firm more productive
- Allows you to onboard new hires faster
You will drastically increase firm productivity
When you use workflow templates to organize how your team does things, your accounting firm can get much more done and waste less time.
If your team doesn’t have a clear process to follow, they’ll probably mess up more often. And then someone, usually the manager, has to go back and fix those mistakes, over and over again.
But if you have a set process written down, your team can follow the steps. That means fewer mistakes and less time spent fixing issues.
Even better, they’ll get the work done faster because they don’t have to stop and figure out how to do it every time. The instructions are already there, ready to go.
Onboard new hires and scale faster
When you turn your work processes into clear templates, training new employees becomes way easier and faster.
Typically, teaching someone new how to do things takes time. That’s time you could use to do actual client work or grow your business.
This is one of the biggest reasons accounting firms have trouble growing. They can’t take on more clients because training new people wastes valuable time.
But if you already have all the steps written in a template, new hires can follow that. You don’t have to explain everything from scratch.
That means you can train more people faster, take on more client work, and grow your firm more easily.
Document your process into templates
Uku is an accounting practice management software made just for accounting firms to help them stay organized and get work done.
Uku has several ready-to-use templates, so you don’t have to start from scratch. You can use them immediately or modify them to match your team’s workflow.
Instead of spending hours building templates in Excel, Uku saves you time by giving you everything you need to set up your processes quickly and easily.
How Uku can help you standardize your firm
Uku helps your accounting firm stay organized and grow by doing three important things:
Write down your process – You can turn your step-by-step tasks into workflow templates so everyone knows exactly what to do.
Share with your team instantly – Your staff can access these templates immediately, so they’re always working from the same playbook.
See what’s done and what’s not – You can easily track which tasks are finished and which still need work, so nothing slips through the cracks.
Easily track the status of client work
Once you’ve used the workflow templates to hand off client work to your team, Uku gives you one easy place to see how everything is going.
You’ll always know who’s doing what, how far along the work is, and when it needs to be finished. With this kind of clear view, nothing will get forgotten or missed.
This helps you meet your deadlines and keep your clients happy.
If you want to make your process more organized, get more done, and grow your accounting firm, try Uku for free today.
Sandgrav Solutions
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Rocket Accountants
