How To Create A Bulletproof Accounting Workflow Checklist

Before we even dive into accounting workflow checklists, we can agree that accounting workflows are now standard in public accounting firms. Nearly all of them are running some form of accounting workflow – with up to 94% of accounting managers even trying to leverage cloud solutions to do it.

Here’s the thing, though. As it turns out, many of these firms are struggling to optimize their workflows because they’ve been built on a weak foundation. You can’t hope to dynamically streamline your accounting workflows without laying the proper groundwork.

Now, that’s precisely where an accounting workflow checklist comes in. It’s the one thing that provides a framework on which to create, manage, and optimize your accounting workflows.