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    Accounting Firm Workflow Audit Tool

    Use our accounting firm workflow audit tool to identify bottlenecks, redundancies, and automation opportunities across your client delivery process.

    Workflow Bottleneck Finder

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

    Client Onboarding

    Time wasted: 2 hours/client
    Time wasted: 3 hours/client
    Time wasted: 1 hour/client
    Time wasted: 1.5 hours/client

    Billing & Payments

    Time wasted: 30 min/invoice
    Time wasted: 2 hours/week
    Time wasted: 3 hours/week
    Time wasted: 4 hours/month

    Marketing & Lead Generation

    Time wasted: 5 hours/week
    Time wasted: 3 hours/week
    Time wasted: 2 hours/week
    Time wasted: 2 hours/month

    Client Communication

    Time wasted: 1 hour/week per client
    Time wasted: 2 hours/week
    Time wasted: 1 hour/week
    Time wasted: 3 hours/week

    Internal Operations

    Time wasted: 2 hours/week
    Time wasted: 1 hour/day
    Time wasted: 30 min/day
    Time wasted: 2 hours/week

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