For Accounting Firms

Admin Drag Checklist

5 quick checks to spot where front-office waste is quietly building up.

Yes = under control
Sometimes = inconsistent
No = creates friction
1of 5

Client intake is structured from the start

When a new lead or client comes in, your team collects the right information the same way every time.

Signs of friction

  • Intake depends on whoever answers first
  • Missing information delays the next step
  • Client has to repeat details more than once

press A B or C

2of 5

Document collection does not rely on manual chasing

W-2s, 1099s, bank statements, IDs, and missing files are requested and followed up through a clear process.

Signs of friction

  • Staff manually reminds clients over and over
  • Documents arrive in different places
  • Work gets delayed waiting on missing files

press A B or C

3of 5

Follow-up is consistent across the team

Clients, prospects, and pending items are followed up on time without depending on memory.

Signs of friction

  • Follow-ups are forgotten
  • Nobody knows who was supposed to respond
  • Opportunities or client requests go cold

press A B or C

4of 5

Communication is centralized enough to track

Your team can quickly see the status of conversations, pending items, and next actions.

Signs of friction

  • Updates are spread across email, text, WhatsApp, and memory
  • Clients ask for updates and the team has to investigate
  • Handoffs between team members create confusion

press A B or C

5of 5

Front-office work is not consuming higher-value staff time

Routine coordination, reminders, intake, and document chasing are not eating too much of your team's day.

Signs of friction

  • Too much time goes to admin instead of client service
  • Growth creates pressure faster than expected
  • Hiring feels like the only way to keep up

press A B or C

PROX

Your results are ready

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out of 5.0

Out of these 5 checks, which one creates the most friction for your team today?