Jason On Firms Podcast 564 Great Accounting Firm “Workflow”, Defined
Jan 12, 2026
Delve into the intricacies of workflow for accounting firms as experts discuss the challenge of defining it by 2026. Discover why client variety and service breadth complicate processes, likening firms to the Cheesecake Factory. Learn two practical strategies to enhance efficiency through standardized tracking and improved technology. Unpack the misconception of workflow issues often being capacity problems and explore the benefits of specialization for streamlined operations and increased profitability.
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Workflow Is A Symptom, Not The Problem
- Workflow is often a fuzzy complaint that masks deeper issues like capacity and service breadth.
- Clarifying what 'workflow' actually means helps focus solutions on real causes, not symptoms.
Standardize Tracking Before SOPs
- Standardize how you track and talk about recurring engagements before creating SOPs.
- Group similar projects into labeled service tiers so one SOP covers many clients.
Use A Service Library And Tiered SOPs
- Build a service library with clear labels (e.g., Bookkeeping 1/2/3) and SOPs per tier.
- Make client-specific SOPs only for the unique 20–30% of work.
