Accounting Workflow gap assessment
Where does your firm break without you?
Every firm has a workflow weak point, and it usually traces back to one of three common gaps. Answer 12 quick questions to find yours — and grab the expert-informed playbook to fix it.
Answer based on how your firm actually works, not how you wish it worked. Every firm has all three gaps to some degree — this finds the one hurting most.
The three gaps
Every firm has all three to some degree. The assessment finds the one that's affecting your firm most right now.
The Owner Bottleneck
“Nothing moves unless I move it.”
Decisions, reviews, and exceptions route through one person. The firm runs well right up until that person is unavailable.
The Undocumented Process
“It's in someone's head, not on paper.”
The work happens the same way every time — but only because the same person does it. Nothing is written down, so nothing is repeatable.
The Handoff Gap
“I thought you had that one.”
Work doesn't stall inside a step — it stalls between them. Ownership is fuzzy at the edges, so things sit until someone notices.
A diagnosis, a story, and a playbook.
Not a generic diagnosis — the one gap doing the most damage in your firm.
A firm-owner story from Two Cents, matched to your result.
Step-by-step fixes, sized for a small firm's actual week.