1065 Tax Return Workflow Diagram

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1065 Workflow Diagram template

Building out a workflow diagram for your 1065 Tax Return (U.S. Return of Partnership Income) can be challenging. Which is why we wanted to go over some best practices when building out your workflow. Getting the team together The first step is to involve your team or colleagues in the discussion of putting together the… Read more »

1120 Workflow Diagram ( U.S. Corporate Return)

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1120 Corporate Tax Return Workflow Diagram

Managing and creating 1120 US Corporate Tax Return can be challenging, which is why we recommend having a workflow diagram in place. In this article we’re going to talk about how to put together your workflow foundation, how to define your proper workflow, and implementation steps for your accounting firm or practice. Step 1: The Foundation… Read more »

How to create a Bookkeeping Workflow

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Bookkeeping workflow diagram

Learning how to a robust bookkeeping workflow diagram can be challenging, but in today’s post, we want to walk you through 3 critical phases of the workflow for your bookkeeping, accounting, and/or CPA Firm or Practice. When you’re developing a bookkeeping workflow, it’s a good idea to separate different stages into “buckets”, so you can… Read more »

Workflow Diagram: 1040 Individual Tax Return

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1040 Individual Tax Return Workflow Diagram

When you’re tracking a 1040 individual tax return, workflow diagrams can play a critical part in making sure there are not unnecessary bottlenecks in your firm or practice. As an accountant, CPA Firm, or Enrolled Agent, 1040’s can play a huge role in your growth, so let’s take a moment to review some important elements… Read more »

Free Workflow Diagrams and Process Sheets for Accountants

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Up and to the right

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… Read more »

How To Create An Accounting Workflow Process Template

Posted by & filed under Accountant, Bookkeeper, Marketing for Accountants.

Helping hand

You know you provide a great service to your clients, but do you know what your final “product” looks like? [images style=”2″ image=”http%3A%2F%2Fjetpackworkflow.com%2Fwp-content%2Fuploads%2F2015%2F12%2FHow-To-Create-An-Accounting-Workflow-Process-Template-JPWF.png” width=”1200″ align=”center” top_margin=”0″ alt_text=”How%20To%20Create%20An%20Accounting%20Workflow%20Process%20Template%20″ full_width=”Y”] Why thinking in terms of “Product” helps grow your firm faster  One of the biggest time (and growth) traps in any professional service business is getting stuck… Read more »