564 Great Accounting Firm “Workflow”, Defined
Accounting Firm Coach: Office Hours · Jan 12, 2026 · 27:02
Accounting Firm Coach: Office Hours
Accounting Firm Coach: Office Hours · Jan 12, 2026 · 27:02
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In this episode, I break down what “workflow” really means for accounting firms going into 2026 and why it’s so hard to pin down. I cover two practical ways to improve workflow right now by standardizing how work is tracked and using better tools, then zoom out to the real causes of workflow pain like too many client types, too many services, and inconsistent delivery. I also explain why workflow issues are often capacity issues and why specialization is usually the fastest path to simpler operations.
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Episodes: Accounting Firm Coach: Office Hours
