Workflow Diagrams for Accountants

Whether you’re an accountant, bookkeeper, CPA firm or practice owner, or Enrolled Agent, how to set up and create a proper workflow diagram can be challenging!

If you missed the previous video on setting up a workflow diagram, please view below:

The most important thing is to start. Start mapping out the process, whether you’re an accountant, firm owner, EA, bookkeeper, etc. Start jotting down in pen and paper, on a whiteboard, inside a mind mapping tool, anything to get the process out of your head!
It’s important to Identify each step, and if you have a team, be sure to involve them in the process of creating your first workflow diagram.

It’s also critical to identify bottlenecks and “decision points” within the workflow, where you’ll have to create alternative steps based on the completion (or incompletion) of the step.

Below are a few examples of a workflow diagram. After you’ve completed this step, reviewed it for up to one week to make sure it feels like it’s well suited for your firm. Then start building out your process sheets.
workflow diagram process for accountants CPA bookkeepers
1040 Tax Return Workflow diagrams for accountants
Use the images and video above as a starting point to begin designed your workflow diagram for your accounting firm.

After you have a baseline complete, share it with colleagues, team members, even select clients whom you know and trust.

Then, move on to creating your process sheets!

Share this post

Accounting Workflow Software That Lets You Rest Easy

Over 6,000 accountants and bookkeepers use Jetpack Workflow to standardize client work, automate deadlines, and track firm progress. Start your 14-day free trial, no credit card required.

Let's Get Started 🚀

Ready to find out if workflow software is the right fit for your firm? Select the potential number of users at your company below to get started with your 14-day free trial.

No credit card required to get started.

“Now I have a birds eye view of what’s going on in my firm, so I know what my team is doing, and what’s the status and updates for our clients.”

Monica Hodgson-Daniels, CPA
Owner and CEO of Garnett and Gold Financial Corporation

jumpstart your growth with 32 free accounting workflow templates

Join 17,000+ firm owners when you subscribe to the Growing Your Firm newsletter, and instantly access all 32 accounting workflow templates.
32 free accounting work templates​

Never Miss a Deadline

Experience workflow software that helps make sure nothing falls through the cracks. See why over 7,000 accountants and bookkeepers use Jetpack Workflow. Start your free 14-day trial.

Congrats! 🙌

You’ve been selected to get early access to our new workflow software, Kiick by Jetpack Workflow!

Here’s why our revamped product can be a great fit:

  • Beautifully redesigned interface and features.
  • Improve workflows to help manage client work.
  • Done for You setup included for all beta customers. ($1,000 value)
  • Customizable projects to improve client services. (Kiick exclusive)
  • Easily update service templates across clients. (Kiick exclusive)

Interested in a free trial of our revamped platform? Help us shape the future of workflow software and chat with our team to get started ⤵