How to improve the workflow of your accounting company

As your client base grows your workload usually follows suit. Therefore, it is essential to keep your employees productive for the workflow of your accounting firm.

However, if you do not maintain morale and do not pay adequate compensation, you cannot expect to meet deadlines.

In addition, if you want to increase productivity, you need to stay away from paper accounting. It is possible for small companies to stick to paper, but in terms of scalability, traditional pens and paper accounts are outdated. You also want to consider that your potential clients want a firm that is updated with the latest technology to meet their deadlines and make things as easy as possible. But how can you quickly implement these changes? Fortunately, there are several ways to improve your accounting company’s workflow, so that you can provide top-notch service and scale your business at the same time.

Reduce barriers

It is important to keep your employees in the zone with the slightest hindrance for a stable workflow. The irony is that some of these obstacles can come from you accidentally. For example, when you bring in clients for advice, make sure you are not walking through the workplace, talking loudly, or distracting your employees.

You can improve focus by playing soft music in the background – such as low-fi hip hop or meditative frequencies. Other than that, the sound of clicking on the keyboard and the sound of people getting up to use the restroom can be enough to distract someone from their work.

Frequent breaks

Allowing frequent breaks is a great way to avoid employee irritation. Therefore, make sure you provide your employees with a schedule that provides 1-2 adequate daily breaks and a proper work-life balance. If they have to work for more than five days a week, and you allow them to decompress for only ten minutes a day, then your turnover rate will probably be higher.

If you are a short-term employee, consider outsourcing some of the work to freelancers outside the company so that you do not overwork the existing staff in the office. The more in-house staff you hire, the less work you can do to outsource.

Workflow software

Staying up to date with technology is crucial for managing your firm and your reputation. For example, if a potential client comes and sees that you are still using paper accounting, they may tell others that your firm is old and not secure. There are several technologies that a firm can use and most of them are cheap without hidden fees. The best accounting workflow software will help you:

  • Stay on top of deadlines;
  • Work assignment;
  • Contact staff;
  • Monitor progress;
  • Client reports;
  • Securely store client data according to control.

Continuing education

Technology will continue to evolve, and you must keep up with it. If you provide regular training to your employees on software updates and new accounting laws, the reason for the delay in implementing the changes will be less confusion.

If they lack the motivation to complete digital training tasks, consider holding a meeting and encouraging those who can show that they are well aware of the changes to come. When you provide positive benefits instead of penalties, you create a more energetic workplace, retain employees and provide an environment for the company to grow.

Record progress for the client

Transparency is the best way to keep your clients happy. Ensures accountability below the line provided to them, including details of your company’s processes. For example, if you want your employees to record their progress for client reporting, they are more likely to complete tasks on time and perform their best.

Clearly define task assignments

Part of the workflow is ensuring that each cog of the machine runs smoothly. If employees do not know what to do, they will all be confused and frustrated. This can lead to missing or duplicate work – by and large inefficiencies. Also, your clients will not be happy with unorganized results. So be sure to clearly define the job description of everyone in the company. Then make sure they cooperate effectively to get things done properly and on time.

Good salary

Employees can work hard if they receive fair compensation. If you pay wages where people are pecking, you will experience lower morale and productivity. In addition, you will have a reputation for high turnover rates and a bad work environment. This can be costly because you will spend more money on job marketing and onboarding new employees.

So make sure you’re researching the current average wages for the positions offered (nationally and within your own state), increase regularly, and provide bonuses for employees who are going up and out. Also, a comprehensive benefit package is important for retaining and motivating insurance and the time off.


If the workflow is slow, it means it’s time to change something. Keeping your employees motivated and focused is the most effective way to increase workflow. Remember that this is not a one-time thing. Keeping your workflow at maximum performance is an ongoing effort that requires constant evaluation and active solutions.

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