Fav Five For 2025: Workflow Tips

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“Your systems are perfectly designed to get the results that you are getting.” — Stephen R. Covey

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::Together With Financial Cents::

Financial Cents has a fantastic library of templates built by accounting firms like yours!

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I have discussed five key considerations for getting started on building your workflows, but they are scattered in posts here and there. In this post, I will consolidate five thoughts on workflow design and optimization.

One: Define your outcome

Even though I don’t want you to get stuck on starting, define your outcome and then build your checklists based on outcomes. Always ask yourself, “What is the end run I am looking to accomplish?”.

When I was in the marketing biz we had checklists for every printed piece we created. We called them “Workbacks” because everything we did started with the end result, the outcome. My client base was 90% Securities Commission-driven corporations such as banks, insurance and mutual funds companies, so there was no leeway on the numbers represented in the communications we produced or when the communications had to be delivered (sound familiar?).

Key outcome: 

Compliant Annual Reports delivered to shareholders by DD/MM/YYYY.

• We started with the final delivery date and worked our way back to the project initiation

• This list would then be reversed

• We started with the outcome and then simply reversed the order to give us an actionable checklist

• I love a spreadsheet to think through these things, but a doc is just fine, too

The Workbacks - checklists - were very detailed, but every one of them started as a simple list to get us all on the same page with the important milestones, the base tasks, the due dates, and who would be involved. You don’t really need to go through listing everything in reverse order, of course, but try it a few times to get the hang of starting with the outcome.

Calmwaters’ outcome of an onboarding workflow is to bring a great-fit client into our firm as a pleasing first experience working with us, yet gather all the documentation and information to begin working with them by a date we have agreed upon. 

My seven-step onboarding process looks like this.

1. Discovery

• They complete a form to see if we can bring value to their business, and if we can, they are sent a more thorough intake form and booking link to have a quick video call

2. File review

• We conduct a file review before we quote a prospect, and we don’t continue until they have gone through the steps for us to do the review (including payment)

3. Quote and recurring payment setup

• We don’t bug them with getting all the docs and information to us until they have approved our recurring payment request because if they don’t complete this step, we won’t continue on

4. Information gathering

• Once we make it through the information-gathering stage, I contract a prospect - not before because if they can’t collaborate with us while we are dating, they surely won’t once we are engaged

5. Engagement

6. App Implementation

7. Education

You can see that every step was built around my outcome statement.

Each milestone is dependent on the previous one being completed in a timely and thorough manner.

Two: Build your workflows based on milestones

The easiest way to get going on your workflows is to break them down into the high-level tasks that need to be done and in the order they need to fall. Defining the milestones and building them keeps the workflows tight and organized. All the other subtasks and details can follow, but start by defining and documenting the milestones. I mentioned my seven-step onboarding milestones above.

Here are my seven-step bookkeeping ones.

1. Collect/verify receipts*

2. Post transactions*

3. Clear bank feeds

4. Reconcile accounts

5. Review 

6. Report

7. Close the books

Build workflow templates encompassing all the high-level tasks someone would do and then copy that master for niche or industry work. And then copy that to create workflows for each client’s particular needs.

Three: Don’t complicate your checklists with an app in the beginning

Spreadsheets or docs are great for thinking in - and you can often upload or copy/paste into an app. Implementing them in apps can follow, but in the spirit of getting started, let’s go to where we already think as accounting professionals

• Now, add them to the apps

• Add granular subtasks - you can do some of this in the spreadsheet and some once you are in the apps, based on what would make it easier to set up and transfer to a program

Four: Add elements for an optimized workflow

You could keep to simple checklists with just milestones. This is way better than having them all in your noggin. But the more elements you add as time goes on, the better your quality of work will be and the easier it will be to delegate client work.

What are some key workflow elements?

• Best practices

• Details

• Notes

• Resource links

• Subtasks

• Tasks

• Videos

Now you will want to next-level your workflows. They are like potato chips (yum… chips…); once you start, you can’t stop.

• Client communications 

• Contracts and engagements

• Discovery and information-gathering forms

• Educational videos

And utilize the app-efficiency features.

• Best practices

• Details

• Notes

• Resource links

• Subtasks

• Tasks

• Videos

• Automation

• Automation comes only after extensive testing 

Automation built on lousy systems accelerates lousy outcomes.

Five: Decide what checklists to create 

Here are some thoughts to get you started deciding what to create lists for:

• Biggest missteps

• Complicated processes

• Inconsistent work

• Least often done work (you can forget how to do it well)

• Missed deadlines

• Multiple communications

• Processes with many steps

• Several stakeholders

To summarize:

1. Start with the end in mind

• The key to killer workflows is defining the desired outcomes

2. Create the high-level tasks; the milestones first

• Build your milestones based on your desired outcomes.

3. Don’t complicate the process

• Getting started with loose checklists is ten-fold more important than waiting to create perfect ones

4. Add elements as you go

• You don’t need to build the whole thing at once; getting started is tenfold more impactful to business success than perfection

5. Listing and systematizing the work you must do - creating checklists - is more important than automation

6. Make a list of the lists you need to create :-}

• Then prioritize them

Kellie :-}

*Using an automagical apps like Dext and Financial Cents Recats, of course

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