Manual data entry from intake forms~2 hours per new client

Manually requesting and organizing documents~3 hours per new client

Creating contracts from scratch each time~1 hours per new client

Manual welcome calls and information sharing~1.5 hours per new client

Creating invoices manually~30 minutes per invoice

Manual payment reminders and follow-ups~2 hours per week

Manual expense categorization~3 hours per week

Creating reports manually in Excel~4 hours per month

Manual follow-up with prospects~5 hours per week

Creating and posting social media content~3 hours per week

Writing and sending marketing emails~2 hours per week

Manually updating website content~2 hours per month

Manual project status updates~1 hours per week per client

Emailing documents back and forth~2 hours per week

Phone tag for scheduling meetings~1 hours per week

Answering routine client questions~3 hours per week

Manual time tracking and timesheets~2 hours per week

Managing tasks through email/sticky notes~1 hours per day

Searching for files in disorganized folders~30 minutes per day

Inefficient team communication methods~2 hours per week

Accounting Firm Workflow Audit Tool

Workflow Bottleneck Finder