Standardizing your bookkeeping workflows to fuel efficiency


In order to fulfill client needs, accounting and bookkeeping firms must complete the same tasks over and over again. Building standardized workflows and implementing the right technology will enable redundant tasks to be completed faster and at a higher volume. In turn, firms will experience efficiency gains.

However, many firms struggle to take the first steps to standardization, impacting their ability to grow their practice and provide valuable advice to their clients.

In this video, Ian Vacin teams up with Hawkins & Co. Accounting's Allison Hawkins, and Hubdoc’s Geoffrey Gualano to share best practices and actionable tips for workflow standardization.

Key takeaways include:

  • The benefits of workflow standardization at your accounting practice

  • How best-in-class firms standardize their bookkeeping workflows

  • How to take the first steps to workflow standardization