What are the Time Management Strategies for CPAs?

Time management plays a vital role in the Certified Public Accountants' career. To thrive and survive, time management is a must for CPAs. 

Let's move right into the CPAs shared ways to do more with less time.

Time for specific tasks:

CPAs must block out some days and certain times for doing particular tasks. If we consider an example wherein the busy season, Logan Graf, CPA tries to schedule client meetings only in specific windows from 9 am to 2 pm on Thursdays and Tuesdays. But, on other days he blocks the time to review returns.

Get your office under control:

Most of the accountants waste their time in trying to get the client's contact details by locating certain engagement letters. If a CPA wants to make use of his valuable time, then he need not waste time on getting clients' information. In the office, by taking at least 10 minutes, in the end, to make that everything at its place.

Track your time:

It's beneficial of many levels in tracking your time. Suppose if your billing is done within an hour then later you have to create an accurate record on the accounts. Also, it would help if you created a plan to reduce inefficiencies.

Get your phone under control:

As per the psychologists, a single phone call can waste a lot of time. Besides, to be valuable, the accountant spends more time on the phone. The CPA is responsible for not wasting time on calling but has to build and establish office hours. In a day, take a few minutes to answer the calls.

Use a time management tool:

There are some time management tools like Google calendar or Outlook, which are very helpful for the accountants to tend a large number of clients. 

Reduce paperwork:

Accounting firms maintain a huge volume of paperwork. It is required to hold for compliance reasons and have to be eliminated in converting to digital format. The digital integration will give flexibility and can pull the clients up very quickly. It eliminates the risk of misplacing or misfiling the essential paperwork.


According to the 80/20 rule of Pareto principle, eighty per cent of the result comes from twenty percent of the efforts. CPAs have to produce great results at the top priority. Also, you can't eliminate the eighty per cent, which chooses the day's schedule.

Know when to say "No":

CPAs should learn the habit of saying "No" to the clients sometimes. Not saying "No" is a surefire way of getting down the business growth. If you are finding some difficulty in your accounting firm, then take a partner to work on to help you in busy times. 


As a Certified Public Accountant, productivity depends on how you manage the time. Having proper time management leads to running the business efficiently. Besides, time management helps in getting better services to clients. Put these time management principles into place and see how your productivity increases.

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Author Bio:

Anji Velagana is the Content Strategist at Simandhar Education and has 2 years of experience in content writing and blogging. He loves pursuing excellence through writing and has a passion for technology & educational content. Contact him on LinkedIn.

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  1. suma

    Thanks for Sharing Information.....

  2. Rama Krishna

    Very informative.

  3. Rama Krishna

    Thanks for sharing. Very informative.

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