[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-239741-105":53,"doc-detail-239741-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","the-workflow-toolkit-11-practice-management-workflow-templates-for-accounting-firms-download","The Workflow Toolkit - 11 Practice Management Workflow Templates for Accounting Firms - Download","","A collection of 11 practice management workflow templates designed for accounting firms, created through testing across hundreds of practices. The resource explains how to download the Excel-based workflow set, review each tab, and integrate the steps into chosen practice management software. It introduces workflows for client onboarding, monthly bookkeeping and accounting, year-end review, payroll processing, quarterly tax filing, individual and business tax returns, year-end tax planning, and cash flow advisory, aiming to improve consistency, clarity, and efficiency.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/the-workflow-toolkit-11-practice-management-workflow-templates-for-accounting-firms-download/239741/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/the-workflow-toolkit-11-practice-management-workflow-templates-for-accounting-firms-download/239741.png","ImageObject",442,249,{"name":88,"@type":89},"8796093062539","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-11-01","2026-09-11",true,{"@type":98,"interactionType":99,"userInteractionCount":25},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the purpose of The Workflow Toolkit for accounting firms?","Question",{"text":108,"@type":109},"It provides 11 practice management workflow templates that help firms move work efficiently with repeatable systems, improving consistency and reducing confusion and duplicate effort.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How should the templates be used from this resource?",{"text":113,"@type":109},"Download the Excel spreadsheet, review each workflow in its separate tab, and watch the video to see how the templates work inside practice management software before uploading the steps to your chosen system.",{"name":115,"@type":106,"acceptedAnswer":116},"Which workflow areas are covered by the toolkit?",{"text":117,"@type":109},"The toolkit covers client onboarding, monthly bookkeeping and accounting, year-end review and tax planning, payroll processing and quarterly tax filing, individual and business tax returns, and cash flow advisory.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},239741,1790515536,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":60,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":129,"file_id":130,"file_url":131,"file_type":132,"file_size":133,"view_count":25,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":134,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":76},8796093062539,"THE WORKFLOW  \nTOOLKIT  \nPractice Management Workflow Templates for Accounting Firms  \nby  \nTHE WORKFLOW TOOLKIT  \nPractice Management Workflow Templates for Accounting Firms  \nIn this document, you will receive 11 workflow templates that have  \nbeen tried and tested across hundreds of firms.  \nHow to Use this Resource  \nSTEP 1  \nDownload the Templates  \nThe actual workflows are delivered in an Excel Spreadsheet with tabs for each.  \nDOWNLOAD HERE  \nSTEP 2  \nReview the Workflows  \nEach workflow in the spreadsheet is listed in a separate tab. This PDF includes a short explanation of each.  \nSTEP 3  \nWatch the Video  \nSee How These Templates Work inside a Practice Management Software  \nWATCH VIDEO  \n* Note: Spreadsheets are not particularly e􀀝ective methods for managing the flow of work through your business. However, you can easily take these templates and upload the steps into the practice management software of your choice.  \n02   Book a Demo Now!   \nA Quick Introduction to Accounting Practice Management Workflows  \nBeing a great accountant is not the same as being able to run a great accounting business.  \nTo be successful long-term, you need repeatable systems for moving work through your business e􀀜ciently. We call these systems “workflows,” and they are the lifeblood of a well-operating firm.  \nBad (or No) Workflows Result In  \n• Inconsistent procedures and inconsistent outcomes  \n• Confusion around who is doing what, and where they are in the process  \n• Duplicate tasks, extra communication, and additional labor costs  \nGood Workflows Result In  \n• Tasks being done the right way every time  \n• Clarity across your entire team about where a project is at any given time  \n• Work moving smoothly from person to person with minimal communication  \nEnjoy!  \nThe Mango Practice Management Team  \nIf you have any questions while reviewing this content, email us at carl.coe@imaginetime.net  \nBook a Demo Now!  \n03  \nTHE WORKFLOW TOOLKIT  \n11 Practice Management Workflow Templates for Accounting Firms  \n→ Download the Templates Here!  \nWORKFLOW \\#1  \nClient Onboarding  \nGive every client an amazing experience from Day 1!  \nYou just landed a new client. This is a make-or-break moment for the client relationship. Get it right, and you set yourself up for a long, profitable relationship. Get it wrong, and it can get your clients looking for alternatives. A good client onboarding workflow will align you, your client and your team-and make sure you’re giving them the best possible experience from the very beginning.  \n→ Get the Templates  \nWORKFLOW \\#2  \nMonthly Bookkeeping  \nPrecise books...every time.  \nFrom sending invoices, to reconciling bank accounts, to preparing payroll, there are dozens of tasks involved in doing the monthly books. A good bookkeeping workflow will make sure everyone’s on the same page at the same time...whether they’re in your o􀀜ce or on the other side of the world.  \n→ Get the Templates  \n04   Book a Demo Now!   \nWORKFLOW \\#3  \nMonthly Accounting  \nWhat are the numbers saying?  \nIt’s time to prepare financial statements, calculate performance metrics, and help your clients understand where they stand. A solid accounting workflow streamlines the process of generating reports and delivering the results to clients. Reviewing and revising your workflows here can save you serious time.  \n→ Get the Templates  \nWORKFLOW \\#4  \nYear-End Review  \nEnd the year with clarity.  \nFrom gathering financial statements, to collecting past due invoices and forms, the end of the year is a busy time. Add to that, higher tra􀀜c and sales in a business, and it’s easy to get overwhelmed. A rock solid End-of-Year Review workflow will help you wrap up the year faster and smoother.  \n→ Get the Templates  \nWORKFLOW \\#5  \nPayroll Processing  \nStay on schedule and get everyone paid on time.  \nMost non-accountants don’t realize the number of steps involved in getting accurate paychecks out the door on time. Even small tweaks to your workflow can save significant time a","cbCaie6R7nqWV7MQ","https://ap.wps.com/l/cbCaie6R7nqWV7MQ","pdf",347032,8,"English","# How to Use this Resource\n## Step 1: Download the Templates\n## Step 2: Review the Workflows\n## Step 3: Watch the Video\n# A Quick Introduction to Accounting Practice Management Workflows\n## Bad (or No) Workflows Result In\n## Good Workflows Result In\n# Workflow Templates\n## WORKFLOW #1 Client Onboarding\n## WORKFLOW #2 Monthly Bookkeeping\n## WORKFLOW #3 Monthly Accounting\n## WORKFLOW #4 Year-End Review\n## WORKFLOW #5 Payroll Processing\n## WORKFLOW #6 Payroll Quarterly Tax Filing\n## WORKFLOW #7 Individual Tax Return\n## WORKFLOW #8 Business Tax Return\n## WORKFLOW #9 Year-End Tax Planning\n## WORKFLOW #10 Cash Flow Advisory","[{\"question\":\"What is the purpose of The Workflow Toolkit for accounting firms?\",\"answer\":\"It provides 11 practice management workflow templates that help firms move work efficiently with repeatable systems, improving consistency and reducing confusion and duplicate effort.\"},{\"question\":\"How should the templates be used from this resource?\",\"answer\":\"Download the Excel spreadsheet, review each workflow in its separate tab, and watch the video to see how the templates work inside practice management software before uploading the steps to your chosen system.\"},{\"question\":\"Which workflow areas are covered by the toolkit?\",\"answer\":\"The toolkit covers client onboarding, monthly bookkeeping and accounting, year-end review and tax planning, payroll processing and quarterly tax filing, individual and business tax returns, and cash flow advisory.\"}]","The Workflow Toolkit - 11 Practice Management Workflow Templates for Accounting Firms - Download | PDF",1789152522]