Questions

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

2answers

Hi there,

I am a former PWC Chartered Accountant now helping small companies and accountants improve their business. Check out our websites www.theprofitablefirm.com (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,

Shaun


Answered 9 years ago

I would send everything to this guys https://indinero.com/


Answered 8 years ago

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