Whether you’re scaling a small team, or maintaining an existing one, workflow efficiency is vital to the day-to-day operation of your organization. NMGI’s findings from the 1st Annual Accounting Firm Operations and Technology Survey shows that a resounding 32% of all practices list workflow and efficiency as the biggest technology challenge they face in the next 3 years. This is no surprise, a good workflow solution that a team adopts increases productivity, and revenue, exponentially.

BackOps, the accounting firm from which Scalus was born, experienced this phenomenon first hand. They were a small firm predominantly serving the back office needs of small businesses with clients (and client demand for real time visibility to their data, and an auto-generating activity stream) growing faster than they could keep up with. Accounting is a high-stakes service requiring licensed service professionals. How do you scale a services business when every little step of a repeating process has to be status checked by clients, double checked by approvers, and kept timely for compliance purposes?

Here’s what we’ve learned:

  1. Automate. Take those repeating processes and have the people who know them best write them down so that anyone can follow their template and run them automatically. Automating practices that recur every day, week or month is efficiency gold.
  2. Streamline. Most of our business practices are developed as we integrate new technologies, approvals, and people, into the process. This can lead to cumbersome processes that may fit a specific group, but don’t make sense from a birdseye view. Once you’ve memorialized your most important business processes, analyze them to minimize back-and-forth between staff members, technologies, and approval chains to make them leaner.
  3. Iterate. Workflow templates are only as good as their relevance. When you are setting and creating your workflow, make sure there’s an easy process for reviewing and improving them. You want your workflow to improve as you identify best practices in your scaling firm.
  4. Be Transparent. Offer as much transparency as you can to as many collaborators as possible, including your clients. When those responsible for the outcome of any given project can see into it themselves, the less they need productivity-killing status checks.


For those accounting firms looking to improve efficiencies and get back some valuable billable hours, consider implementation of a solid SaaS workflow solution. Scalus is 100% cloud-delivered and is always secure, reliable, and readily available when you need it. Instead of throwing more bodies at the problem, which isn’t truly scalable, automate your redundant processes and relieve your managers and clients from the dreaded status checks. Click Here for more information on how Scalus can help your firm, and try for free for 30 days.