Investing in a Better Workflow Process

April 22, 2021

Running an accounting firm can be a handful, especially due to the very nature of the business. You’re juggling a million things at once, from client acquisition, data handling, financing, and so on—a single workday can never seem enough. For many, accomplishing everything on their to-do list proves to be impossible, even with a strong foundation of motivation and good intentions.


By the end of the week, you’ll find your team members stretched out too thin, but still scrambling to finish what’s left on their todo list. More often than not, the biggest time-wasters in your firm are the unclear assignment of tasks, which encompasses the activities that could have otherwise been sent through an email (meetings!). The goal is now to look for ways to reduce these time-wasting situations, which can only happen with a properly managed workflow process.


Further boosting your team’s productivity also necessitates a streamlined workflow, all with the help of innovative tools. The best way to go about this is by investing in automation, which should then be managed timely, concisely, and expertly.


Before reaching that transformation, however, it’s best to sit down and learn about what works first. We’ve curated this quick and easy guide for you—here’s how to get you started:


Step 1:Assess your current practices


Before investing in an automated tool or overhauling existing workflows, you’ll want to sit back and assess the current practices. You need to analyze the processes that your employees currently operate in, which should include the software used, the network connections, email handling, and so on. You’ll also need to seek feedback from your employees, as they live in the reality of your currently painful flows.


The goal is to properly identify all the areas that need to be addressed, as well as highlight those that already work. Pour over different roles and responsibilities, and think about how you can make their bottom line better. Optimize wherever necessary and cut off the noise.


Step 2:Invest in automation


Now that you’re armed with the proper knowledge to make changes, it’s time to begin implementing them. You’ll want your new platforms that work seamlessly with your current practices, as this will help keep everything running smoothly—even as you transition.


The right workflow management system will help you not only deal with clients better, but improve internal processes such as timekeeping, payroll, and even reporting. Firm360, for instance, offers you the ability to manage clients, deal with documents, and above all, integrate with various in-house features, such as Google, QuickBooks, and so on.


Step 3:Invest in your employees through proper training


Investing in the right tools is critical to your firm’s success, but don’t forget about the faces behind your operations—your employees. If you truly wish to make a change, ensure that they can do their job effectively. An automated platform will only be as good as the people who use them, so don’t hesitate to invest in proper training programs to help them integrate well.


TheBottom Line


Overhauling your current processes may be painful, but a necessary task. This quick and easy guide can help you get started, but true change will only come if you choose to remain consistent. The right set of solutions, even one that’s powerful as a workflow management tool, can only brighten about change if you remain determined to succeed.


For these reasons, My Firm360 is ready to help. We offer you the best workflow software for accountants, guaranteed to help you achieve sustainable growth. Adapt and evolve—book a demo today.




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