Tax

Work)low Software
for Accountants & CPA
Firms
Presented by Jetpack Workow

De)ining Work)low
Its cri7cal to think through how your rm will dene workow.

For example, is it taking a holis7c approach at everything that moves
through the oce?

Or will you be focused solely on client work?

Its also cri7cal to reect on past experiences building out workow and
systems.

Whats gone well?

What hasnt gone well and why?

Laying out these founda7on ques7ons can give you a jumpstart on
launching a sustainable, workow solu7on for your rm.

Bene)its of Optimizing
Work)low
Increase client services and billable 7me
Improve team eciency and company
morale
Create a system that can scale and grow
Improve protability and cash ow
Create freedom in your rm

3 Ways to Improve
Work)low

Our Story
David Cristello
David@jetpackworkow.com
412-543-8571
2325 East Carson Street PiXsburgh, PA 15203

Foundation

Foundation
Mapping it out, pen and paper or mind
map

No need to map out everything

Pick the most 7me consuming, frequent,
and/or protable jobs you do.

Return
1. Receive client work
2. Scan it in
3. Pass it along to X
4. Prepare the return
5. 1st review
6. Send notes and complete review
7. 2nd review
8. File
9. Invoice client
10.Receive payment

The Good News

The more informa7on you put down, the beXer.

It can be a list

It can be a visual

Even post it notes or a white board (our personal
favorite)

Pick Three workows that are common / 7me
consuming / annoying/ painful / most protable

Maximize

Maximize
Elimination

Elimination

Perfect isnt addi7on, its elimina7on

Each Step Earns its place
Duplicate or Inconsistent Work
Mul7ple workows for the same job
BoXlenecks iden7ed (which make is
unnecessarily long?)

Elimination

Perfect isnt addi7on, its elimina7on

Each Step Earns its place
Duplicate or Inconsistent Work
Mul7ple workows for the same job
BoXlenecks iden7ed (which make is
unnecessarily long?)

Elimination
Grade each step
A: Ecient, easy to understand
B: Ecient, not easy to understand
C: Not ecient, easy to understand
D: Not ecient, dicult to understand

Elimination
Most Time Consuming Jobs:
A: Ecient, easy to understand
B: Ecient, not easy to understand
C: Not ecient, easy to understand
D: Not ecient, dicult to understand

Optimization

Optimization

Date in procedure
Review procedure
Feedback procedure
One o jobs and tasks?
Pulling 7me sheets?

Technology Checklist
Aier youve gone through the workow process, youll then want to
look at what a poten7al ideal workow applica7on would look like.

Needs to be cloud based
Ability to sort and track hundreds of clients
Able to assign team members work
Easy way to see which work needs reviewed
Ability to add custom recurrences
Time tracking capabili7es
And so on J

Pulng together a simple checklist will drama7cally improve the odds of
nding, or selec7ng, the best workow soiware for your rm.

Your End Vision

Aier outlining your checklist and current workow, the next step is
dening what success looks like.

Are you looking to cut down unbillable 7me from X to Y?

Are you look to complete all returns before a specic date?

Or have your team work only so many hours per week?

Or even for you to be able to have more free 7me (read: any free 7me)
during busy season?

Bringing Your Team on board

Now that you have a great founda7on, the nal step would be
communica7ng the workow roadmap (ie implemen7ng a new system)
to your team. You can get their feedback on the current process (aier
all, they could provide great insight into boXlenecks!), as well as
communica7ng WHY youve decided to priori7ze workow.

Chances are, they will appreciate your concern of work/life balance,
focusing more on client work, and building a stronger, more ecient
prac7ce.

As long as your team sees its a move to beXer life balance, and not a
way to add more work to their plate, youll set yourself up to
implement a great, sustainable, workow solu7on.

Bonus: Inside Look

Create custom work views

Setup custom work views so you know exactly

what you need to be working on.

Easily setup recurring client

work

Track, sort, lter, and search for relevant client

jobs.

Email noti)ications to keep you on

track

Quick see what is falling through the cracks, which client,

team member, or category of work is falling through the
cracks.

Can you quickly review work?

Using our preloaded lters, simply use the needs
review func7on to see work that needs your
aXen7on.

Is it proven?

Jetpack Workow has tracked over 85,000 jobs
and tasks, and works with professionals from all
over the world.

Is it secure?

Jetpack Workow uses top of the line encryp7on
(SSL Cer7ed), as well as manages mul7ples
backups every day.

Want to Learn More?

Click Here to View an in-depth Video Tour of
Jetpack Workow

To Learn More or to Start Your Full, 14

Day Free Trial, Visit JetpackWorkow.com