Workflow Optimization

Manual accounting takes time, so workflow optimization helps identify inefficiencies. At Marshall Jones, we comprehensively review existing accounting workflows to identify areas for improvement or adaptation. We also work with you to find automation solutions that speed up your tasks while improving accuracy.

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Our Financial Controllership Consultant

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J. GREG LOGAN, CPA, CITP

Managing Partner

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Why Workflow Optimization Matters

Accurate accounting is essential to your business. Without an established workflow, you lack a clear understanding of individual responsibilities and when to complete tasks. These issues lead to a high potential for errors. They also make accounting more time-consuming, so you spend time on menial tasks instead of focusing on the bigger financial picture.

Implementing workflow optimization provides many benefits, including:

  • Increasing productivity and saving time
  • Improving accuracy and compliance with regulatory requirements
  • Saving money and increasing profitability
  • Enhancing visibility into each accounting task
  • Enabling scalability as your operations grow
  • Supporting more informed decision-making through better data
  • Establishing healthier business-customer relationships

Our Finance Process Optimization Services

If you currently deal with time-consuming manual data entry and reconciliation tasks, you may focus only on finishing your work for the day. Large workloads often leave little time to consider large-scale improvements. Marshall Jones handles this responsibility on your behalf, enabling you to keep work moving while we plan for changes. We will work with you to improve your accounting methods, including accounts payable, accounts receivable, payroll, month-end closes, expense reports and procurement. Our optimization service consists of these steps:

Analyze: We start by consulting with you to learn about your current workflow. Our team will discover frequent repetitive tasks that benefit from optimization or automation.

Evaluate: If you currently use technology, we consider how these existing systems work together. If necessary, we will suggest integrations to enhance productivity.

Establish: Based on our earlier assessments, we will identify opportunities to simplify workflows and document these approaches so teams can follow them easily.

Automate: In each routine, we will identify areas for accounting process automation where particular triggers create an automatic action.

Monitor: We continue to tweak accounting strategies to suit your operations.

Using Our Expertise to Serve You

We are a top Atlanta CPA firm with over 40 years of experience in the industry. Our team includes certified public accountants and advisors with specialized knowledge to assess and enhance your existing systems. Our expertise covers various industries, including construction, nonprofits and small to midsize businesses across other sectors.

Client Success Stories

Discover the results that past customers have achieved in their accounting systems with support from our team.



  • Marshall Jones is everything you would hope for in a CPA firm! The team takes professionalism to the next level and doesn’t lack in customer service! From talking to them on the phone to meeting the team in person, they are positive, vibrant, and give me the feeling that they actually care with every interaction. I’ve been with them for years and can’t see going anywhere else! Thank you for the years of service and wonderful customer care!

    -P.H.

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  • I have done business with the Marshall Jones team for a few years now. This team is professional, caring, detail oriented and on top of their business at all times. I have always had any and all questions answered in a timely manner. They are very dedicated to the client. If I had any concerns, was confused about something and needed some clarification they are a phone call or email away. Customer service is above an beyond. There should be more than 5 stars here to show how much I appreciate what they do for me because quite honestly they deserve way more stars. I refer my friends and business associates to this firm when and if they ask me who prepares my taxes. Marshall Jones will always be my referral to them and anybody who asks. Any other company just does not match up in any way.

    -N.R

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  • Marshall Jones is a wonderful company. Julie Chen and staff are efficient and knowledgeable. They work very hard to work with you to make sure your tax experience is bearable. Highly recommend

    -F.R

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Streamline Financial Solutions With Marshall Jones

We’re ready to work with you to enhance your accounting procedures. Get in touch online to learn more about our services and schedule a consultation with our team.

Frequent Questions Regarding Accounting Workflow Management

Enhancing your workflow may come with several questions. Get the answers you need with Marshall Jones.

Consider your daily operations. A few signs may indicate the need for workflow changes, including high error rates or delays in financial reporting. Your organization could also face excessive manual work, leading you to seek automation options.

The procedure could take as little as a few weeks to several months. Factors influencing the timeline include:

  • The complexity of current processes
  • The level of change implemented
  • The size of your organization