Managing recurring client work can be a challenge! Fortunately, free workflow diagrams and process sheets help keep everything in place. Whether you're an accountant, bookkeeper, CPA firm owner, or a service practice director, these tools and tactics will help you become more productive and profitable. In this post, we're going to outline the basic foundation for each, as well as provide links for tax returns, bookkeeping, payroll, general accounts, and much more. With any workflow diagram or process sheet, whether it's for tax returns, bookkeeping, payroll, or any other process you wish to track, it's important to outline critical milestones with the service or job you're tracking. Let's cover some of the basic requirements for a workflow diagram, then cover some basics for process sheets. Workflow Diagrams: Workflow diagrams, like a spreadsheet, can be as simple or complex as you wish for them to be. A basic workflow diagram will cover the progression of each step, and where applicable, areas where a divergent action might occur. For example, if you're tracking an individual, 1040 tax return in the United States, you might include a step for "When the client properly submits all work" vs "Client doesn't submit all work". This is a very common case, so identify these decision points are critical for properly setting up a robust workflow. Below is an example of a simple, tax return workflow. Goals of the Workflow Diagram: Often inside an accounting firm or CPA Practice, getting the workflow diagram setup is the first step. We always recommend including your team in this process, as they can help identify and list steps that might be missing (after all, they're the ones on the front lines!). After you have the workflow in place, now it's time to determine what the goal of the workflow is, and how you're going to measure success. For example: Goal: Deliver a tax return within X days, for Y price, without bottlenecks and confusion. Metrics for success:
- Target turn around (example: 14 days)
- Target profit margin (XX%)
- Team satisfaction level (at least X out of 10)
- Client experience and overall satisfaction
Mastering the Process SheetWhile the workflow diagram helps you understand the steps from a high level, the process sheet was designed to help implement, complete, and track the actual work (of course, I recommend you use workflow software to track your recurring client work!). A process sheet can be very useful in terms of helping you define the steps, metrics, and parties involved. But after that is complete, I highly recommend using a practice management software or client management system! In terms of creating a process sheet, here are a few important things to keep in mind:
- What metrics are we going to track to help us determine if the job was successful or not
- IE: Turnaround tim
- Date Payment received
- Which steps can be removed, enhanced, combined, or added?
- Is there a part of the process where the client feels like or confused?