cleanbooks.solutions
info@cleanbooks.solutions

The firms that thrive in the next decade won't just be great at accounting — they'll be great at automating the work around it. Manual processes drain your team's time, increase errors, and limit how many clients you can serve profitably. This checklist helps you identify where automation can make the biggest impact in your firm.

Check each statement that applies to your firm:

• 1. Does your team spend more than 5 hours per week on manual data entry?

  Every hour spent re-keying data is an hour not spent on advisory, analysis, or client relationships. Automation can eliminate up to 80% of manual entry.
• 2. Is your client onboarding process still manual or paper-based?

  A slow, inconsistent onboarding experience sets the wrong tone. Automated onboarding ensures nothing falls through the cracks and impresses clients from day one.
• 3. Does your monthly close take more than 10 business days?

  A lengthy close cycle delays financial insights your clients need to make decisions. Streamlined workflows can cut close time in half.
• 4. Are you sending invoice reminders and follow-ups manually?

  Chasing payments by hand is tedious and inconsistent. Automated reminders improve cash flow while freeing your team for higher-value work.
• 5. Is bank reconciliation still a hands-on, time-consuming process?

  Modern tools can auto-match the majority of transactions, reducing reconciliation from hours to minutes and catching discrepancies faster.
• 6. Does your team regularly copy and paste data between systems?

  Copy-paste workflows are error-prone and unscalable. Integrations and automations move data seamlessly, eliminating double-handling.
• 7. Do you lack a real-time dashboard for key financial KPIs?

  Without live visibility into metrics like revenue, AR aging, and cash position, you're making decisions on outdated information.
• 8. Is client communication ad hoc rather than systematized?

  Inconsistent communication leads to missed deadlines and frustrated clients. Automated touchpoints keep everyone aligned without extra effort.
• 9. Are your software tools disconnected — not integrated with each other?

  Disconnected tools create data silos and manual workarounds. Connected systems create a single source of truth and eliminate redundant tasks.
• 10. Does your firm lack documented standard operating procedures (SOPs)?

  Without SOPs, every process lives in someone's head. Documented procedures are the foundation of automation — you can't automate what isn't defined.