4 Accounting Hacks to Optimize Your Firm's Workflow

September 1, 2022

Managing workflow can be a challenge for any business, but it is especially important for accounting firms. After all, accounting firms deal with a lot of sensitive financial information and need to maintain a high level of accuracy and efficiency. 

There are a few different tools and techniques that can be used to optimize your firm's workflow. Here are some of them:

How to Optimize Workflow Management

One of the most important aspects of operating a successful accounting firm is having an efficient workflow. By having a well-oiled workflow, your firm will be able to handle more clients and complete projects in a timely manner.

There are a few key things to keep in mind when optimizing your workflow management:

1. Don't Rely Too Much on Spreadsheets

Spreadsheets have always been one of the most reliable tools in an accountant's arsenal. Without it, we'd still be using ledgers and calculators to process our client's accounts. But due to the many advancements in software development, there are now far more efficient and reliable ways to process data. 

Spreadsheets are still quite helpful in tracking tasks and deadlines. However, relying too much on them can actually create more work in the long run. This is because you'll need to constantly update and maintain the spreadsheet, which can take up valuable time.

Instead, consider using an accounting workflow management software to track tasks and deadlines. This way, you can easily see what needs to be done and when it needs to be done by.

2. Recognize the Need to be Conscious about Integrating Systems

Accountants are often tasked with integrating disparate systems. This is because most businesses have a variety of different software platforms that they use. For example, they may have an accounting software, a CRM software, and an HR software. While it's certainly possible to use all three of these software platforms separately, it's not very efficient. This is because you'll need to manually enter data into each system, which can lead to errors.

Instead, integrating these systems is much more efficient so that data can be automatically entered into each system. This way, you can avoid errors and save time.

3. Don’t Get Too Preoccupied with Email Communications by Turning Them into Tasks

Email communications are often used as a way to track tasks. However, this can be very time-consuming, and it's often difficult to keep track of all of the email communications. Instead, it's much more efficient to turn emails into tasks. This way, you can easily track what needs to be done, and you won't have to waste time searching through emails.

4. Automate Where Possible to Decrease Mental Load

Automation can help you reduce your mental load and free up more time so that you can focus on more important tasks. There are many tasks that accountants need to do on a daily basis that are repetitive and time-consuming. For example, you may need to generate invoices or send out reminders to clients. These tasks can be easily automated so that you can save time. You can use macros, templates, and even bookkeeping workflow software to help you automate these tasks.


Properly managing workflow is critical for any accounting firm. By understanding and utilizing a variety of tools and techniques, firms can ensure that work is properly allocated and completed in a timely and efficient manner. When done correctly, managing workflow can result in increased productivity and profitability.

If you want to make the most out of your workflow and make it more efficient, you're going to need the perfect tool to help you achieve your goal. Firm360 is an intuitive accounting practice management software designed to save you time and money through automation. Book a demo today to see what our all-in-one workflow platform can do for you.

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