The process of implementing automation in an accounting firm can vary depending on strategy, company size, budget and industries served. But, in general, there are a few steps most cloud accounting specialists will take.

We recently interviewed numerous cloud champions across different firms to learn their processes, hear their insights and get some tips. Now we’ve compiled all that into a simple and easy-to-follow 9-steps guide to help you automate your firm – whether you have a cloud accounting specialist or not.