Accounting Firm Workflow Audit | SmartFirm

This accounting firm workflow audit maps your entire client delivery process, identifies bottlenecks and redundancies, highlights manual tasks ripe for automation, and recommends efficiency improvements.

Workflow Bottleneck Finder

Identify which manual tasks are wasting your time and costing your firm money

Client Onboarding

Manual data entry from intake forms

Time wasted: 2 hours/client

Manually requesting and organizing documents

Time wasted: 3 hours/client

Creating contracts from scratch each time

Time wasted: 1 hour/client

Manual welcome calls and information sharing

Time wasted: 1.5 hours/client

Billing & Payments

Creating invoices manually

Time wasted: 30 min/invoice

Manual payment reminders and follow-ups

Time wasted: 2 hours/week

Manual expense categorization

Time wasted: 3 hours/week

Creating reports manually in Excel

Time wasted: 4 hours/month

Marketing & Lead Generation

Manual follow-up with prospects

Time wasted: 5 hours/week

Creating and posting social media content

Time wasted: 3 hours/week

Writing and sending marketing emails

Time wasted: 2 hours/week

Manually updating website content

Time wasted: 2 hours/month

Client Communication

Manual project status updates

Time wasted: 1 hour/week per client

Emailing documents back and forth

Time wasted: 2 hours/week

Phone tag for scheduling meetings

Time wasted: 1 hour/week

Answering routine client questions

Time wasted: 3 hours/week

Internal Operations

Manual time tracking and timesheets

Time wasted: 2 hours/week

Managing tasks through email/sticky notes

Time wasted: 1 hour/day

Searching for files in disorganized folders

Time wasted: 30 min/day

Inefficient team communication methods

Time wasted: 2 hours/week