Use these workflow templates as starting structures. Each one should be customized for your service standards, software, review model and compliance requirements, then stored as a reusable workflow rather than rebuilt for each client.
1. New client onboarding workflow
- Engagement signed → client record created → access/documents requested → ownership assigned → recurring work created → billing setup → kickoff → readiness review
2. Monthly bookkeeping workflow
- Source data received → processing → reconciliations → variance review → manager review → client questions → reports delivered → period closed
3. Tax preparation workflow
- Organizer/request sent → documents received → intake completeness check → preparation → reviewer → client questions → final review → signature/payment → e-file → acceptance → archive
4. Month-end close workflow
- Cutoff → subledger completion → reconciliations → accruals/adjustments → variance analysis → review → financial statements → close lock
5. Year-end accounting workflow
- Planning → year-end requests → reconciliations → fixed assets/debt/equity review → adjustments → review → reporting package → tax handoff
6. Billing workflow
- Work ready to bill → WIP review → write-up/down decision → invoice draft → partner approval → invoice sent → payment status tracked
7. Collections workflow
- Invoice due → automated reminder → billing-owner follow-up → partner escalation → payment plan/hold decision → resolution
8. Client offboarding workflow
- Termination confirmed → outstanding work completed → final billing → records returned/transferred → access removed → recurring work stopped → archive → postmortem
9. CAS monthly advisory workflow
- Close complete → KPI package generated → analyst review → insights prepared → advisory meeting → decisions/actions logged → follow-up tasks assigned
10. New-service cross-sell workflow
- Need identified → opportunity logged → qualification → scope/pricing → proposal → acceptance → onboarding handoff
For design principles behind these templates, read the Accounting Workflow Management Guide. The client onboarding checklist and monthly bookkeeping checklist provide more detailed task-level versions.
PracticeERP’s workflow features and TaskFlow/role dashboards are designed to make reusable workflows visible across the firm instead of storing them in disconnected spreadsheets.
Ready to take the next step? Use the templates to define the work, then put them into a system that tracks ownership, time, WIP and status together. Explore PracticeERP.
