6 Workflow Mistakes Your Accounting Firm Should Avoid

November 3, 2022

If you're not getting buy-in from your team on your accounting workflow, it's time to take a step back and assess what might be going wrong. There are a few common mistakes that can lead to accounting workflow problems, and we'll go over six of the most common ones here.

1. Not Defining the Workflow

The first mistake firms make is not taking the time to define and document the accounting workflow. Without a clear understanding of the steps involved in the workflow, it will be difficult to get buy-in from team members and ensure that the workflow is being followed correctly. This can lead to confusion and frustration among team members and can ultimately lead to errors and inefficiencies. Make sure you take the time to map out your workflow in detail and communicate it clearly to your team.

2. Not Assessing and Adjusting the Workflow

Your accounting workflow isn't a one-and-done deal. You need to take the time to assess and adjust the workflow on a regular basis. As your firm grows and changes, it's likely that your workflow will need to be adjusted to meet the new demands. Make sure you schedule regular check-ins to assess the workflow and make any necessary changes.

3. Using Too Many Different Tools Separately

When you have too many different tools and applications in your accounting workflow, it can lead to errors and inefficiencies. Make sure you're using accounting workflow software that integrates with the other tools and applications you use. This will help to streamline your workflow and make it more efficient.

4. Not Automating

One of the best ways to improve your accounting workflow is to automate as much of the process as possible. Using practice management software for accounting firms to automate repetitive tasks will free up your team's time so they can focus on more critical tasks. There are a number of different ways you can automate your workflow, so take the time to explore the options and find the best solution for your firm.

5. Not Documenting Changes

Documenting changes to your accounting workflow is important for a number of reasons. First, it will help you keep track of what changes have been made and when. This can be helpful if you need to go back and make changes in the future. Second, documenting changes will help to ensure that everyone on your team is on the same page. This can help to avoid confusion and mistakes.

6. Not Having a Contingency Plan for Your Accounting Workflow

No matter how well you plan, there will always be the possibility of something going wrong with your accounting workflow. That's why it's important to have a contingency plan in place. This plan should outline what you will do if something goes wrong. Having a contingency plan can help to minimize the impact of any problems and keep your firm running smoothly.


Having a well-designed workflow is essential for any accounting firm. However, designing and implementing a workflow can be a challenge. These six mistakes can make the process even more difficult. By taking some steps to avoid them, you can ensure that your accounting workflow is efficient and adaptable to the changing business environment.

Don't fall victim to any of these mistakes by investing in a reliable software that can simplify your tasks and minimize errors. Firm360 is an all-in-one platform designed to streamline your existing processes to make them more efficient and help you become more productive. With our accounting practice management software, you can get all the features you need to manage your clients and your firm in one place. Schedule a demo with us today to see how we can help you take your accounting firm to the next level.

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