Accounting practice efficiency: the guides

Each guide covers one question, with the primary rule text it relies on listed at the foot of the page.

• The efficient CPA firm system: checklists, tasks, AI and reportsEfficiency · the system
• Monthly bookkeeping checklist for CPA firmsEfficiency · monthly checklist
• Weekly bookkeeping checklist templateEfficiency · weekly checklist
• Month-end close checklist for client booksEfficiency · month-end close
• Bookkeeping checklist by industry: restaurants, construction, ecommerce and real estateEfficiency · industry checklists
• Client onboarding checklist for bookkeeping firmsEfficiency · onboarding
• Task list templates for accounting firmsEfficiency · task templates
• Recurring task automation for accounting firmsEfficiency · recurring work
• Practice workflow: from document request to filed returnEfficiency · workflow
• AI client calls for document collectionEfficiency · AI client calls (coming soon)
• Prepare 1099s from your bookkeeping softwareEfficiency · 1099 preparation
• 1099 vendor tracking all year (not in January)Efficiency · 1099 tracking
• Management reports for clients, straight from the booksEfficiency · client reporting
• Monthly management report pack templateEfficiency · report pack
• KPI dashboard for small business clientsEfficiency · KPIs

Software makes a good process faster and a bad one faster too. Start with the weekly, monthly and close checklists here, agree them across the team, then decide which steps HelloBooks or your practice tools should carry.

HelloBooks Practice is in design-partner pilot. Within it, recurring tasks and milestones, kanban task boards, US tax-deadline auto-scheduling and team workload dashboards are listed as live; task templates with a workflow automation builder are in pilot. AI phone calls to clients are coming soon. HelloBooks prepares 1099-NEC and 1099-MISC in Combined Federal/State Filing format; direct e-file to the IRS is not yet enabled.