Annual Budgeting and Financial Forecasting
A complete workflow for creating annual budgets and financial forecasts that actually get used. Takes 2-3 weeks to compl...
6 steps
3 fields
1 automations
Accounting Budgeting
Professional services workflow for Tallyfy
Onboard accounting clients without chasing paperwork
Chasing missing documents three months into an engagement helps nobody. This workflow covers everything from the initial consultation to the kickoff meeting so you gather what you need upfront and start actual work on time.
7 steps
3 automations
Run this workflow in Tallyfy
1
Import this template into Tallyfy and assign staff to handle initial consultation, engagement letters, and document collection 2
Configure dropdown fields for service types, entity types, accounting software, and compliance requirements 3
Track every client from first call to kickoff meeting with real-time visibility into missing documents and pending approvals Process steps
1
Initial consultation call
1 day from previous step
Form fields in this step
What services do they need? *
Business entity type *
Approximate annual revenue *
Key notes from the call *
2
Send and sign engagement letter
1 day from previous step
Form fields in this step
Fee structure *
Agreed fee amount *
Date engagement letter sent *
Engagement letter signed and returned? *
3
Collect prior year documents
1 day from previous step
Form fields in this step
Prior year tax returns received? *
Prior year financials received? *
Bank statements status *
List any missing documents
Prior accountant contact info (if applicable)
4
Set up accounting software access
1 day from previous step
Form fields in this step
Accounting software *
Your access level *
Bank feed connections *
Chart of accounts status *
5
Set up client portal
1 day from previous step
Form fields in this step
Client portal system *
Client portal access status *
Folder structure created? *
6
Verify compliance requirements
1 day from previous step
Form fields in this step
State filing requirements *
Industry-specific compliance *
Recent audit history *
Additional compliance notes
7
Schedule kickoff meeting
1 day from previous step
Form fields in this step
Kickoff meeting date *
Meeting format *
Who should attend from the client side? *
Agreed reporting frequency *
First deliverable or milestone *
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