Accounting Firm Workflow Challenges Checklist

By Chuck Wilson | 05/14/2020 | 1 min read

What Is Workflow, And Why Is It Important For Accounting Firms?

Workflow is defined as a ‘progression of steps (tasks, events, interactions) that comprise a work process, and create or add value to the organization’s activities.’ An effective workflow allows firms to:

Deliver high-quality services at lower operational cost
Effectively manage and delegate work tasks among employees
Reduce errors and missed deadlines

Use this checklist of 16 workflow issues to understand where workflow improvements can be made in your firm. If you identify
gaps in 2 or more areas, contact Doc.It to arrange a discovery call.

Accounting Firm Workflow Challenges Checklist

Download the workflow checklist PDF

About the author

Chuck Wilson

Chuck Wilson, Senior Client Solution Specialist with Doc.It, provides implementation consulting and training services to clients. Prior to joining Doc.It, Chuck worked for a public accounting firm managing all systems implementation, product selection and migration, disaster recovery planning and process excellence initiatives. Chuck joined Doc.It in 2006, and has personally assisted over 150 firms with document management implementation and training initiatives.

Chuck’s experience working in the trenches of a successful and growing accounting firm gives him the aptitude to readily understand the challenges firms face as they go about their daily work. Chuck is instrumental in helping firms as they implement document management and workflow software and establish processes resulting in firm-wide productivity gains.