Map your accounting workflows, clarify responsibilities, and make handoffs easier to follow.
This template helps accounting teams, practice managers, and consultants visualize how work moves between people and systems. Use it to document processes such as client onboarding, month-end close, or tax preparation, and spot gaps, blockers, and questions along the way.
The board includes a blank swimlane you can adapt and a fictional month-end close example showing tasks, handoffs, a blocker, and an open question.
How to use it
Review the completed example.
Duplicate the blank frame and define the start and finish of your process.
Rename the lanes for the people, roles, or systems involved.
Add tasks to the appropriate lanes, working from left to right.
Connect the tasks and identify what passes between owners.
Mark blockers and questions, and assign an owner and next action.
Start with the most common path, then work with your team to add exceptions.
The board also links to a Miro getting-started tutorial.
