Internal Workflows Audit and Discovery Template
Download your free Internal Workflows Audit and Discovery template to personalize and use in your bookkeeping or accounting firm.
Added and downloaded 1495 times
About this template
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.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
