Expert Workflow Implementation
A Master's-qualified Workflow Specialist with 10+ years of experience auditing your processes, eliminating manual bottlenecks, and implementing custom workflows in Karbon, Canopy, Keeper, or Financial Cents so your firm runs faster without adding headcount.
Starting From
$2500/ month
Hourly Seat
$25 / hour
Qualified
Filings
.avif)
Trusted by 100+ Firms
Filings / month
Workflow Expert
Expert Workflow Implementation
What Your Workflow Expert Does
Finance teams waste hours every week on manual approvals, repetitive data entry, and chasing status updates. Your Etisson Workflow Specialist audits your existing processes, identifies every bottleneck, and builds custom workflows tailored to how your firm actually operates then implements them directly into your practice management software. Less manual work, fewer errors, faster closes, and a firm that scales without the overhead.
Accounting Firms
Losing hours each week to manual, repetitive processes that should run automatically
Operations Teams
Managing multiple systems with no clean data flow between them
Growing Businesses
Scaling fast and needing processes that keep up without adding headcount
What Your Workflow Expert Handles
Package 01
Workflow Setup
Timeline: 4 Weeks
1
Process Mapping & Audit
Full review of your existing accounting workflows to identify manual steps, delays, and inefficiencies holding your team back.
2
Custom Workflow Design
Standardised workflow templates converted into firm-specific workflows — or built from scratch where none exist covering 10–15 core processes tailored to your operations.
3
Practice Management Software Implementation
A full walkthrough of your existing finance workflows, every step and handoff documented to surface automation opportunities and bottlenecks.
4
Team Handover & Documentation
A full walkthrough of your existing finance workflows, every step and handoff documented to surface automation opportunities and bottlenecks.
Package 2
Workflow + Software Implementation
Timeline: 8 Weeks
Everything in Package 01, plus:
1
Software Selection Guidance
A full walkthrough of your existing finance workflows, every step and handoff documented to surface automation opportunities and bottlenecks.
2
Process Mapping & Audit
A full walkthrough of your existing finance workflows, every step and handoff documented to surface automation opportunities and bottlenecks.
3
Process Mapping & Audit
A full walkthrough of your existing finance workflows, every step and handoff documented to surface automation opportunities and bottlenecks.
4
Process Mapping & Audit
A full walkthrough of your existing finance workflows, every step and handoff documented to surface automation opportunities and bottlenecks.
What's Included
Independent Accuracy Review
A fresh-eyes audit of every key account each month catching mispostings, duplicates, and errors before they compound into larger issues.
Reconciliation Sign-Off
Every bank and balance sheet reconciliation independently verified and formally approved before close.
Close Package Review
Full review of the monthly close package P&L, balance sheet, cash flow, and supporting schedules with a written sign-off memo documenting findings.
Journal Entry Testing
Manual journal entries are reviewed for proper authorization, supporting documentation, and correct period allocation the #1 area of financial misstatement.
Accruals & Estimates Review
We validate the reasonableness of all accruals, prepaid amortization, depreciation schedules, and management estimates ensuring they reflect economic reality.
Red Flag & Risk Reporting
A monthly risk memo highlighting any unusual trends, policy exceptions, internal control gaps, or items requiring management attention before they escalate.
Why an Independent Reviewer Changes Everything
When the same person who prepares the books also reviews them, errors become invisible not from dishonesty, but from familiarity. An independent Reviewer breaks that loop entirely. They bring no assumptions to the numbers, no attachment to how things were done last month, and no incentive to let anything slide. The result is financial data you can present to investors, lenders, or auditors with complete confidence because someone whose only job is accuracy has already looked at it first.
Choose How You Work With Us
Accounting Experts Vetted, Trained, and Ready to Go..
Bookkeeper
Daily Bookkeeping & Reconciliation
$2200
/month
Learn More
Senior Accountant
Review, Reporting & Compliance
$2500
/month
Learn More
.avif)
Reviewer
Accuracy Checks, Close & Financial Review
$3000
/month
Learn More
.avif)
Tax Associate
Tax Filing & Compliance
$3000
/month
Learn More
Workflow Expert
Expert Workflow Implementation
$2500
/month
Learn More
Getting Started Is Simple
01
01
Discovery & Onboarding Call
We start with a structured call to understand your current accounting setup, software stack, volume of transactions, and specific deliverables needed — so we match you with the right senior accountant from day one.
02
02
Resource Matching & Handoff
Your dedicated Senior Accountant is assigned based on your industry, software (QuickBooks, Xero, or other), and workload. A structured handoff ensures they're up to speed on your chart of accounts, processes, and preferences before work begins.
03
03
Monthly Accounting Execution
Your Senior Accountant handles the full scope data uploads, categorisation, reconciliations, journal entries, and close working inside your existing systems with minimal disruption to your workflow.
04
04
Weekly Review Calls
A 30-minute weekly video call keeps you fully in the loop covering work completed, any open items requiring your input, upcoming deliverables, and anything flagged during the week's work.
05
05
Reporting & Continuous Improvement
Monthly financial reports and process optimisation recommendations delivered on schedule. As your business grows, your Senior Accountant evolves with you refining workflows, improving turnaround times, and adapting to new requirements.
