Accounting Firm Operations: SOPs, Playbooks & Workflow Guides
Free guides, done-for-you checklists, and interactive playbooks for accounting and bookkeeping firms — covering the three operations every firm needs to run consistently: client onboarding, tax season, and month-end close.
Each playbook includes a written guide, a validated decision tree, and a PathPilot import so the whole team runs the same system — not a different version in every manager’s head.
Operations playbooks
The three recurring operations where inconsistency costs accounting firms the most time — and where a documented system pays back immediately.
Client Onboarding System
Free downloadThe complete client onboarding system for accounting firms — intake form, document request checklist, decision tree, and a validated PathPilot import. Free to download.
Tax Season Operations Playbook
$47The complete tax season system — five-branch decision tree, client triage by type, non-responder chase sequence, capacity-triage queue, and a PathPilot import for the whole team.
Month-End Close System
$67The complete month-end close system — SOPs for every phase, a decision tree for exceptions, a close timetable, and reviewer sign-off pack. One-click PathPilot import.
All accounting guides
Run every accounting operation from one system
PathPilot turns these guides into interactive, team-visible workflows. Import any playbook in one click — no rebuilding from scratch.
Start free — import a playbook