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Slack can be an incredibly powerful tool to use inside your bookkeeping practice (besides Asana, of course), especially if you have a remote team or everyone works from home. As you grow your firm and your team, communication can get messy, fast.

Implementing Slack into your workflow process can clear that communication right up with organized messaging for teams. Slack is quickly becoming one of the more popular tools for large and small firms that want to prioritize their team and client communication, and we are all for it.

Why Use Slack for Communication?

My workflow process relies heavily on using Slack as our main communication hub for both my team members and clients for all projects and firm-related tasks. We love it because:

  • It’s free!

  • It’s so much easier and less messy than email (if you set it up correctly)

  • My team and I can stay extremely organized

  • All of our communication is in one place

  • It’s really simple to add team members and clients to specific channels

  • File sharing is simple and easy

  • We can access it from the web and phone easily

Are you seeing a trend here? Slack makes things simple and easy. This is exactly why I recommend this tool for all bookkeeping and accounting practices that value organization.

psst…you can even integrate Slack with Asana!

Using Channels in Slack

The main reason for using Slack is to have organized communication channels within your bookkeeping and accounting practice. Channels are a great way to segment out different topics you have going on inside your bookkeeping practice, keeping you and your team on top of your workflow systems, processes, and tasks.

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Recommended Slack Channels:

As you set up your communication inside Slack, you’ll create channels by topic and include the appropriate people inside each. For example, if you have a “time report” channel, you’ll include all team members that need to submit weekly or monthly time reports. If you have a “launches” channel, you might only include team members that are directly working on services related to your launch!

Below are a few of the basic Slack channels we recommend having in your firm!

Channel per client

Having a channel dedicated to a specific client (and adding them onto it once the project commences) can make your communication and workflow process that much smoother. Instead of a million emails back and forth, you have one channel that streamlines all your client communication pertaining to the project.

*HEADS UP: on the free version of Slack, when you add your clients to your Slack they you can create a private channel that no one else can access BUT any clients you add on the free version will be able to see the ‘Directory’ in Slack of all other members in Slack. This means anyone added as a member on the free version can private message anyone added to your Slack. IF you do not want other clients to be able to private messages others and only focus on the private channel assigned, you’ll need to upgrade OR create a separate Slack workspace.

Support

A channel for support can be really useful for your bookkeeping practice. We use this channel so everybody on the team knows what’s happening behind the scenes. If something goes wrong with a client project, a quick message on this channel will indicate to the rest of the team that assistance is needed. This channel helps resolution happen quickly and efficiently.

Internal

Having a channel for any internal workflows or resources that everyone has access to can keep your firm organized and on the same page. This includes your SOPs, logins, helpful resources, or even relevant articles related to your industry!

Training

As you bring on new contractors or team members, a training channel can be a useful resource for them as they navigate their new work environment. You want your new team members to ask you questions, but you also don’t want to answer the same questions over and over again.

A training channel is a perfect place to add in and organize commonly asked questions. You can easily put the question and answers on a FAQ doc or create systems out of each question. Inside my team’s Training channel, we create an SOP out of every question we get asked, so we never have to ask or walk new members through the same question again.

Updates

Giving your team updates on the status quo of your firm is important, which is why an “updates” channel on Slack is recommended. Think of this channel as your firm’s memo. Include information on what’s happening in the firm, in your industry, or anything happening in relation to your firm. This could even be where you announce new clients or new team members coming on board!

Fun channel for team

I think it’s important to have an informal place where your team can come together, share fun life experiences, or any non-work-related activities. This channel can help your teammates build a stronger bond behind the scenes.

Hopefully, this gives you a good idea of how you can use Slack to promote smooth and efficient (not to mention organized) communication with both your team and your clients. Running a successful firm involves strong communication, organization, and streamlining your processes so you can avoid the overwhelm and time lost trying to sort through a messy inbox!

Are you ready to streamline ALL aspects of your practice, including team and client communication? Join us in Breakthrough for Bookkeepers & Accountants where you’ll discover how to scale bigger, hire better, and break through to the next level!

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