How to Use this Resource
Each workﬂow in the spreadsheet is listed in a separate tab. This PDF includes a short explanation of each.
*Note: Spreadsheets are not particularly effective methods for managing the flow of work through your business. However, you can easily take these templates and upload the steps into the practice management software of your choice.
Being a great accountant is not the same as being able to run a great accounting business.
To be successful long-term, you need repeatable systems for moving work through your business efficiently. We call these systems “workflows,” and they are the lifeblood of a well-operating firm.
Bad (or No)
Workflows Result In
and inconsistent outcomes.
Confusion around who is doing what, and where they are in the process.
Duplicate tasks, extra communication, and additional labor costs.
Good Workflows Result In
Tasks being done the right
way every time
Clarity across your entire team about where a project is at any given time
Work moving smoothly from person to person with minimal communication
Enjoy! The ImagineTime Team
Give every client an amazing experience from Day 1!
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