How Accountants Are Automating Workload & Scaling With monday.com accounting firms

At Kick Consulting, we’ve developed a powerful monday.com for accountants solution—helping practices eliminate admin bottlenecks, improve task visibility, and automate service delivery across hundreds of clients.

Whether you're managing BAS, IAS, payroll, tax returns, or bookkeeping, our setup gives you full control of client work, deadlines, team capacity, and billing, all in one place.

Here are the top takeaways from our latest demo of our monday.com for accountants templates:

✅ 1. Built for Scale: Manage 200+ Clients Without Getting Overwhelmed

Most CRMs and job boards cap out too early. Many accountants initially think to set up one board per client, but monday.com limits board counts (unless you're on the Enterprise plan).

Our solution solves this by structuring data in 3 smart layers:

• Client Portfolio Board – Overview of all active entities, contact info, and enrolled services

• Service Setup Board – Define billing, frequency, key dates, and task owners per service

• Task Management Board – A single “master board” auto-generating all current and future tasks

This means you can handle 1,000+ clients from one central system, without running into board limits or losing visibility.

⚙️ 2. Automation-Driven Setup: One-Time Setup for Ongoing Efficiency

Setting up a new client is a one-time job. You input services, frequency, pricing, key contacts, and dates, and from there, monday.com automates recurring tasks for accounting firms every year.

🟢 Green = Automated Fields

🔴 Red = Required for Automations

Once a task is triggered, it flows straight to your team’s task board, already assigned, with a due date and a service category. No manual follow-ups needed.

📅 3. monday.com for accountants: Future Task Planning = Better Capacity + Profitability

Most accounting practices struggle with workload peaks and last-minute fire drills. This solution solves that with future task visibility.

• Plan tasks up to 12 months ahead

• View tasks grouped by start date, client, or assigned team member

• Identify staff overcapacity and shift work around proactively

🎯 This feature empowers partners and managers to forecast capacity, manage budgets, and reduce burnout.

👤 4. Individual & Team Views Keep Everyone On Track

Each team member can access their personal task list using the “My View” feature, so they only see what’s relevant to them.

Managers can use Kanban, Calendar, or Table View to get a bird’s eye view of workloads across all clients and staff.

This means no more sticky notes, spreadsheets, or Slack messages to find out what’s due. Everything lives in one intelligent system.

📊 5. Custom Setup That Reflects Your Workflow with monday.com for accountants

We’ve fine-tuned this solution based on real firm feedback, ensuring the due dates, lodgements, start times, and task triggers match your exact workflows.

Whether your lodgement is due on the 29th or you're kicking off a monthly payroll run, our setup ensures it shows up at the right time, for the right people.

🚀 Want to see how our Accounting Solution can help you scale effortlessly? Click here to learn more or book a 1-on-1 call.