The Effortless Sales System™
An incredibly powerful workflow template with call scripts and email templates to help you to effortlessly sell to your clients
The Accountant's Millionaires Club - Sales Process
A simple process for qualifying enquiries and moving them through your sales process
The Accountants' Mastermind - Client Disengagement
A simple workflow template to use when disengaging clients from your accounting firm.
Syft Analytics engagement workflow
Use this simple workflow template for offering additional services to your clients using Syft Analytics
Setting up a new client in Soldo
A simple workflow template for setting up new clients in Soldo
Request client feedback & reviews
A simple workflow with an automated email to request feedback and online reviews from your clients every 6 months.
Create a cost-savings report in Reducer
A simple workflow template for creating cost-saving reports and sending to clients using Reducer
Payroll processing (USA)
A simple get-started-fast payroll workflow template for firms in the USA.
Paypal bank statements
A simple workflow template for pulling monthly bank statements from Paypal.
Offering virtual credit control services with Satago
Use this simple workflow template to start offering virtual credit control services to your clients with Satago
New client onboarding for sole practitioners (USA)
A simple workflow template for onboarding new clients
Monthly payroll workflow (UK)
A workflow template for processing your clients monthly payroll
Monthly bookkeping (USA)
A simple get-started-fast bookkeeping workflow template for firms in the USA.
Monthly blog content creation
A simple 15-step process for writing blog posts that rank on page 1 of Google and convert visitorys into leads.
LinkedIn content creation template
A quick & simple template to help you create content for your LinkedIn account
Connecting iWocaPay to your clients invoices
A simple workflow template for setting up iWocaPay for your clients invoices
Adding Predict+ for practices in FUTRLI
A simple workflow template for rolling out Predict+ with your clients.
Create Client FreshBooks Account
This is a step by step task list to create your Clients' FreshBooks accounts.
Create Accountant Freshbooks Account
Use this step by step task list to create your FreshBooks Accountant account.
Close The Books Workflow
Use this workflow for closing out your clients' books at the end of the financial year so that nothing gets missed.
Cash-Based Bookkeeping Workflow
Use this workflow to complete the bookkeeping and provide timely, accurate reporting and useful data for your clients.
Form 990 (Not-for-profit)
A simple ready-to-use workflow template for completing Form 990 returns of organizations exempt from income tax.
Form 1120S (S-Corp)
A simple ready-to-use workflow template for completing Form 1120S U.S. income tax returns for S corporations.
Form 1120 (C-Corp)
A simple ready-to-use workflow template for completing Form 1120 U.S. corporation income tax returns.
Form 1099-NEC
A simple workflow template for completing Form 1099-NEC to report nonemployee compensation.
Form 1065 (Partnership)
A simple ready-to-use workflow for completing Form 1065 U.S. tax returns of partnership income.
Form 1041 (Trust)
A simple ready-to-use workflow for completing Form 1041 U.S. income tax returns for Estates and Trusts.
Form 1040 (Individual)
A simple ready-to-use workflow for completing Form 1040 U.S individual tax returns.
Setting up a KPI dashboard in Fathom
Use this simple workflow template for setting up a KPI dashboard for your clients using Fathom.
Setting up a forecast in Fathom
Use this simple workflow template for setting up and sending new forecasts for your clients using Fathom.
Running template reports for clients in Fathom
A simple workflow template for running reports for your clients using Fathom
Adding a QBO company in Fathom
A simple workflow for connecting new QBO companies to Fathom.
Adding a non-QB advanced company to Fathom
A simple workflow template for adding non-QB advanced companies to Fathom
End of year payroll review (USA)
A simple workflow template for end of year payroll reviews.
Confirmation statement
A simple workflow template for submitting confirmation statements to Companies House.
Cloud 360 Accounting Onboarding Process
Use this simple workflow template from Xero award-winning firm, Cloud 360 Accounting, to successfully streamline your new client onboarding
Advisory engagement workflow using Clarity
A workflow template for identifying areas of improvement in your clients' businesses using Clarity.
Cash flow forecast (fortnightly review) with Float
A simple workflow template for ongoing cash flow reviews with your clients using Float.
Cash flow forecast
A workflow template for offering cash flow forecasting to your clients using Float.
Calmwaters' onboarding communications and workflow
This workflow is designed to streamline and take the pain out of engaging your bookkeeing client. Includes questionnaires (google forms) and emails all built in and ready to go
Calmwaters' bookkeeping communications and workflow
A great starter pack to streamline your workflow. Workflows include cash coding bookkeeping, full bookkeeping cycle with AR/AP and Period end file review.
Birthday card reminder
A simple (but incredibly useful) workflow to remind you to send birthday cards to your clients.
Bank statement request
A simple workflow with an automated email to request bank statements from clients each month.
Armalytix Monthly Bank Statement Verification
Use this workflow for verifying your client's data on a monthly basis.
Annual Financials and Tax Return Prep Workflow for Business Clients
Use this template to streamline the process of preparing annual financials and tax returns for your business clients.
Annual accounts & Corporation tax return
Use this workflow template to manage producing annual accounts and submitting CT600 returns for your clients.
Team Member Pulse
Use this workflow to arrange a regular pulse of team review and feedback meetings