Accounting Practice workflow

Bal - CPA

Has anyone created worksheets to keep track of Client tasks for an accounting Practice?

Trying to keep up with all of the assignments and tasks in one central place

 

Andrée Starå

Hi Bal,

I'd happily work with you and help you with setting up a solution.

There are a few different ways to do this, and I need some more information to see what would work best for your particular situation.

Let's start with a free discovery call. 

Please e-mail me at [email protected] and well take it from there.

Best,

Andrée Starå - Workflow Consultant @ Get Done

Andrée Starå

Hi Bal,

How did it go? Did you manage to get something set up?

Best,

Andrée Starå - Workflow Consultant @ Get Done Consulting

David Cramp

Bal

I am just looking into the possibility of using it for our accountancy practice workflow management, I wondered if you managed to get something up and running for your practice ?

Thanks in advance

Dave

Andrée Starå

@David Cramp

Hi David,

Can I help? What do you need more specifically?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

David Cramp

@Andrée Starå Thanks for your reply. Hope you are well and safe in these very trying times. We are an accounting practice currently using Trello for our workflow management, I have been looking at Smartsheet because initially I liked the easy in which you can swap views (Particularly in the card view). It is important to the team that they can continue to use something that "looks like" trello. We have 4 main workflows that account for the majority of our work for clients - monthly payroll, quarterly VAT Returns, annual accounts (companys), annual accounts and / or personal tax returns for unincorporated businesses.

I am currently trying to workout how a sheet for managing the quarterly VAT return workflows would work. My current challenge is how to make the jobs "recurring". In trello we have a board rule that simply archives the job card when it is marked as complete and creates a copy of the card, with an updated due date, for the next quarter and puts the copy in a column "future". I am investigating how to replicate this in smartsheets and currently failing.

Hope this all makes sense ?

Best regards

David Cramp

Andrée Starå

@David Cramp

Happy to help!

I'm ok, and I hope you are as well!

There are a few different ways to structure it, and I need some more information to see what would work best for your particular situation.

Let's start with a free discovery call. How does that sound?

Please e-mail me at [email protected], and we will take it from there.

If you prefer, you can share some more information here as well.

Be safe and have a fantastic weekend!

Best,

Andrée Starå

David Cramp

@Andrée Starå

Thanks for your prompt message, appreciated. I'll send you an email with more details on what we are trying to achieve. Thanks again.

Speak soon

David