All posts in Accounting

11 Checklists to Optimize Your Accounting Processes

accounting processes workflows

Accounting workflows from invoicing to reporting

Accounting touches every part of a business, and getting it wrong is expensive. Without a structured accounts receivable process, you risk losing revenue. Without a clear accounts payable workflow, you face late payment charges or exposure to fraud.

Process Street workflows give you a repeatable, enforceable system for every core accounting function, from onboarding new finance staff to producing your annual financial report. Each workflow below walks you through the steps, explains the reasoning, and connects to automation so nothing falls through the cracks.

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How NC State’s Tech Transfer Office Cut Compliance Risk & Recovered $200K

At North Carolina State University, the Office of Research Commercialization manages a $630M research portfolio, commercializing innovations through patents, licenses, and IP agreements. Nicholas LeBlanc, Assistant Director of Operations & Finance, serves on the leadership team of a 21-person department and directly supervises six staff. His work includes protecting federal and industry-funded intellectual property, ensuring regulatory compliance, and managing multimillion-dollar revenue streams.

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How Process Street Helped a Financial Planning Firm Scale 200% Without Hiring More Staff

Concierge Wealth Management (CWM) and Insurance Solutions offers integrated wealth management and financial planning services for high-earning professionals, successful families, and individuals navigating wealth on their own terms. 

Like many growing financial services firms, CWM needed intricate processes and seamless coordination to manage diverse client needs across everything from life insurance to investment accounts.

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