17 Hats Year End / Prospect File Workflow & Communications
The 17Hats Year End / Prospect File Communications & Workflow templates are multi-function. They can be used to:
Review current client files before finalizing a year end
Review prospect files to determine fit and pricing
Using a templated workflow ensures you never miss a step in a file review, whether preparing for year end or getting to know prospective clients.
Failure to catch things during your file review can create a host of problems including missed deadlines, mis-quoting new clients, or a lot of wasted time.
Luckily for you, we’ve already done all the leg work! Created by accounting professionals who know and love 17Hats, these templates make file reviews easy and efficient.
What you get:
File review workflow templates
Easily duplicate and customize these templates for year end file reviews, review engagements, and new prospect file reviews
Email templates
Checklists of tasks & to-dos
The workflows are not automated - yet! You need to test them for your needs. But then everything is in the correct order and can be quickly set up for automated Qs, emails, quotes, contracts and more!
About What's Included
These templates are "app agnostic", meaning they can be adapted for most accounting software.
1. File review workflow templates
Bookkeeping workflows can feel a bit like Groundhog Day as we constantly perform the same steps, procedures, and activities. This can make it easy to miss steps. It also makes it perfect for creating standardized processes! Get workflow templates for file reviews all mapped out and ready to upload.
2. Easily duplicate and customize these templates
A quick duplication, a few tweaks, and ta-da! You have a second fully built workflow for the price of one.
Current clients: review current client files before finalizing a year end. This checklist gives the review a final set of eyes to ensure the year end is clean and consistent, ready for the close and tax prep with no hiccups or revisiting.
New clients: use this workflow to review the file for fit and to set pricing. Make sure you know what you are getting into before you even think about pricing and engaging a new client!
3. Email templates
Any successful working relationship is built on great communication. We make it easy by providing email templates for the most common steps in your file review process. Built into the workflows ready to deploy at the right time and place, these emails cover normal situations and a few extras for special cases. Save hours drafting emails. Save face by not having to re-email because you forgot something.
4. Best Practice Notes
Developed by accounting professionals, we've learned (often the hard way) how best to set up and manage these bookkeeping processes. Included with these templates are best practices, clever workarounds, and useful shortcuts to maximize your team's productivity.
5. Checklists of tasks & to-dos
17Hats lays out each step in the workflow using its task feature. With these templates, we’ve pre-populated all of the steps you will need. Remove or add tasks quickly and easily to fit your process. Never miss a step in your workflow with customizable checklists that cover everything you need, start-to-finish.