What's the most effective way to create and manage a simple workflow system/process inside of a CPA firm?

I would like a step by step overview of how an effective workflow works inside of a small CPA firm


Hi there,

I am a former PWC Chartered Accountant now helping small companies and accountants improve their business. Check out our websites (for accountants) and www.financedirectorservices (for small businesses - under construction).

It depends what sort of workflow you are looking to automate:

1) For accounts production and other "back office" workflow there are some good software available. I'm not sure which country you are in but in the UK Iris is the market leading solution. Sage also has an offering for practice management

2) For general systemisation of activities Basecamp is a very good and cheap solution

3) If you're looking for automation of your marketing workflow, Infusionsoft is very powerful

Not sure if that helps but happy to chat if you need further help.

Kind regards,


Answered 10 years ago

I would send everything to this guys

Answered 9 years ago

Here's a step-by-step guide to help you establish an effective workflow system:
1)Identify and map out key processes
2)Determine the roles and responsibilities of your team members for each process.
3)Create detailed standard operating procedures (SOPs) for each process.
4)Utilize project management tools to streamline your workflow.
5)Establish review and feedback loops
6)Provide ongoing training and development opportunities for your team members.
7)Monitor and evaluate performance

Answered 8 months ago

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