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Internal Workflows Audit and Discovery

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Download your free Internal Workflows Audit and Discovery template to personalize and use in your bookkeeping or accounting firm.

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Your firm has countless processes, and it’s not realistic to standardize and document them all at once. Be smart and keep it realistic by identifying one process to focus on first.

This template is designed to help you find that one process to focus on.

Spend around 30 minutes answering each question at a high level. No prework is necessary—this should prompt what is most top of mind.

After this exercise, you should be able to narrow your focus on one single process to standardize and document.

This template is part of the Process Playbook: Your blueprint for standardizing, optimizing and documenting your accounting firm’s critical processes.

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