Limited diagnostic slots this month — identify workflow inefficiencies before they compound.
LedgerFlow Systems
How It Works Workflow Types Outcomes Contact Run Diagnostic

Workflow Diagnostic

Complete a short guided diagnostic so LedgerFlow Systems can identify likely workflow drag, automation opportunities, and implementation priority.

5short steps
3–4 minto complete
1 outputclear blueprint direction
Detected issues so far updates as the form is completed
  • Complete the diagnostic to see likely workflow issues appear here.
Step 1 of 5 Firm profile
1Firm
2Onboarding
3Documents
4Reporting
5Impact
Workflow Diagnostic for accounting firms

This diagnostic is designed for accounting firms that can already feel the drag of onboarding friction, document chasing, approval bottlenecks and recurring reporting admin. It takes around four minutes and is built to surface where delivery capacity is leaking before those issues get more expensive.

What you get A clearer view of the bottlenecks slowing work down across the firm.
Likely capacity leaks A practical picture of where time is being lost to chasing, waiting and avoidable hand-off friction.
First implementation priority A recommendation on what should be tightened first before broader automation is considered.
Decision on next step A better basis for deciding whether a findings review is worth having.

Relevant for firms working in Xero, QuickBooks or Sage-led environments, alongside the surrounding admin and review processes that shape delivery.

Tell us about the firm

Start with the core context so the diagnostic output matches your operating environment.

How does onboarding work today?

Rough notes are perfect. Tell us how new clients move from agreement to active service delivery, where the process breaks, who gets dragged in, what gets delayed, and what gets repeated.

Good example response

“Manual email checklist, staff create folders by hand, ID documents requested by email, task tracking in spreadsheets.”

What to include

Document requests, internal handoffs, setup steps, task tracking, approvals, and where delays happen.

• What actually happens after a client says yes? • Where onboarding breaks or slows down? • Who gets dragged in? • What gets delayed or repeated? • What becomes stressful in a busy period?

2–6 rough bullet points is enough. A recent real example helps most.

Where do document chasing and approvals create drag?

Rough notes or bullets are ideal. Tell us what actually happens, where chasing repeats, who gets pulled in, what sits waiting, and what becomes stressful during busy periods.

• How are documents requested? • What is hardest to get? • Where does repeated chasing happen? • What arrives incomplete or late? • What slows the job before review starts?

Specific detail improves the findings review. Repeated chasing patterns are especially useful.

• Who reviews first? • Who signs off? • Where does work wait? • What gets sent back or reworked? • What happens when something sits too long?

Queue pressure, unclear escalation and repeated send-backs are high-value detail.

How is reporting handled?

Rough notes or bullets are perfect. For reporting, tell us how recurring outputs are produced, what stays manual, what gets reformatted, where review slows things down, and what creates last-minute pressure.

Examples we mean

Monthly management accounts, bookkeeping summaries, KPI packs, payroll summaries, tax update packs, client update reports.

Useful detail

How reports are created, where data comes from, what gets reformatted manually, who reviews them, and how they are delivered.

• Where does the data come from? • What gets exported manually? • What gets reformatted? • Who reviews it? • What creates last-minute pressure?

The most useful answers identify the recurring report that feels most fragile or admin-heavy.

What is the commercial impact?

This helps us estimate likely value and implementation priority. The more specific you are about pressure, delay, repetition and impact, the more useful the findings review becomes.

• What else is slowing the firm down? • Where is deadline pressure showing up? • Where does team friction appear? • Where is spreadsheet dependence creating drag? • What recent breakdown best explains the problem?

One recent week, job or client breakdown is often the most revealing detail in the whole form.

Optional context for a stronger findings review

These are optional, but they help clarify where the workflow problem becomes commercially painful.

Detected workflow signals