In this episode of the FutureProof Accountant Podcast, Katie walks you through one of the most important systems inside any accounting firm: your first winning workflow. Whether your current processes feel clunky, outdated, or only “kind of working,” this episode will help you understand how to build a workflow that is scalable, documented, and reliable for both your team and your clients.

Katie shares how she built her very first workflow on a whiteboard, how keeping workflows “in her head” caused problems later, and how creating a clear, documented process becomes the foundation for growth. You’ll hear real stories about why workflows break, how messy drafts eventually become streamlined systems, and how team ownership transforms when workflows are documented.

This episode explores how strong workflows impact firm sustainability, client experience, and long-term scalability. Katie also walks you step-by-step through Cabot & Main’s process for building and refining winning workflows, including how to document, test, automate, and continuously improve them.

If your accounting firm is growing but your systems aren’t keeping up, this episode will help you understand what needs to change and how to get started.

What You’ll Learn:

• What a “winning workflow” actually is and why it becomes the blueprint for scaling your accounting firm
• How outdated, patchy systems hold your firm back and create bottlenecks for you and your team
• Why documenting your workflows matters and how to turn messy drafts into sustainable processes
• How to refine your workflow through automation, templates, and system connections
• Why team input is essential for creating workflows your staff will use confidently
• How workflows impact client experience, turnaround time, and firm sustainability
• The exact process Cabot & Main uses to create winning workflows for clients
• How to continuously optimize workflows as your tech, team, and services evolve

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