Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Accounting OKRs?
The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.
Creating impactful OKRs can be a daunting task, especially for newcomers. Shifting your focus from projects to outcomes is key to successful planning.
We have curated a selection of OKR examples specifically for Accounting to assist you. Feel free to explore the templates below for inspiration in setting your own goals.
If you want to learn more about the framework, you can read our OKR guide online.
The best tools for writing perfect Accounting OKRs
Here are 2 tools that can help you draft your OKRs in no time.
Tability AI: to generate OKRs based on a prompt
Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
Watch the video below to see it in action 👇
Tability Feedback: to improve existing OKRs
You can use Tability's AI feedback to improve your OKRs if you already have existing goals.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards
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Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.
Accounting OKRs examples
We've added many examples of Accounting Objectives and Key Results, but we did not stop there. Understanding the difference between OKRs and projects is important, so we also added examples of strategic initiatives that relate to the OKRs.
Hope you'll find this helpful!
OKRs to enhance efficiency in meeting accounting task deadlines
ObjectiveEnhance efficiency in meeting accounting task deadlines
KRReduce overdue accounting tasks to 0% for four consecutive weeks
Review and prioritize all outstanding accounting tasks daily
Dedicate an hour each day to address overdue tasks
Implement a tracking system for task completion progress
KRDecrease error rate on reports and tasks to less than 2%
Adopt effective error tracking systems
Provide comprehensive training for staff
Implement stringent quality control measures
KRAchieve a 100% completion rate for accounting reports each week
Implement a weekly reporting completion checklist
Schedule dedicated time for reviewing and finalizing reports
Prioritize weekly completion of all accounting reports
OKRs to streamline the accounting close process
ObjectiveStreamline the accounting close process
KRImplement automated accounting software with 100% staff adoption
Monitor staff adoption, offer ongoing support
Select user-friendly, comprehensive accounting software
Train staff thoroughly on software usage
KRDecrease the monthly closing cycle time by 30%
Streamline data collection and management processes
Implement automated financial systems for swift transaction processing
Regularly review and improve workflow efficiency
KREliminate 50% of identified bottlenecks in the closing process
Implement solutions to remove identified bottlenecks
Identify excessive processes contributing to bottlenecks
Review and analyze current closing process parameters
OKRs to achieve full productivity in general accounting role
ObjectiveAchieve full productivity in general accounting role
KRComplete 100% of assigned tasks accurately and on time
Regularly review progress and adjust plans as needed
Allocate sufficient time daily for each assignment
Prioritize tasks based on urgency and relevance
KRIncrease efficiency by automating 2 routine accounting processes
Identify two repetitive accounting tasks prone to human error
Research and select relevant automation software
Implement and test the selected automation system
KRReduce error rate in accounting tasks by 50%
Train staff in latest accounting procedures and software
Implement a double-check system for all accounting tasks
Regularly review and correct errors in accounting records
OKRs to improve efficiency in meeting accounting deadlines
ObjectiveImprove efficiency in meeting accounting deadlines
KRAchieve 100% on-time completion for end-of-month reconciliation
Perform weekly audits to maintain accuracy and timeliness
Assign specific roles and timelines to the team
Implement a daily monitoring system for all reconciliation tasks
KRIncrease early completion rate by 10%
Streamline processes for quicker completion
Provide efficient training to improve early completion skills
Implement rewards for tasks completed ahead of schedule
KRReduce late submission of reports by 20%
Introduce penalties for late report submissions
Regularly remind team about upcoming report due dates
Implement strict deadlines for submission of reports
OKRs to enhance efficiency in accounting process and customer relation
ObjectiveEnhance efficiency in accounting process and customer relation
KRReduce invoice processing time by 25% using automation technologies
Implement an automated invoice processing system
Train staff on using the new automation software
Monitor and adjust the system for optimal efficiency
KRCut down customer query resolution time by 30% in the accounting department
Train staff on effective query resolution strategies
Implement advanced accounting software with automated response features
Prioritize clear, concise customer communication
KRBoost customer satisfaction rates by 15% through improved accounting interactions
Regularly survey customers, seeking feedback on accounting interactions
Develop simple, clear communication materials explaining accounting processes
Implement regular training for accounting staff on customer service skills
OKRs to enhance my understanding of royalties
ObjectiveEnhance my understanding of royalties
KRAttend two educational workshops or webinars related to royalties accounting
Identify suitable workshops or webinars on royalties accounting
Attend and actively participate in both sessions
Register for two selected educational events
KRRead and summarize five books about royalties in various industries
Read each book carefully and comprehend key points
Summarize each book's main arguments and findings
Select and procure five books about royalties in different industries
KRInterview three professionals in royalty management for unique insights
Arrange and conduct interviews with these professionals
List potential professionals in royalty management
Analyze and document obtained insights
OKRs to enhance precision and productivity of tax and accounting operations
ObjectiveEnhance precision and productivity of tax and accounting operations
KRReduce bookkeeping errors by 20% through the introduction of automation software
Train employees to use the new software efficiently
Research and select suitable bookkeeping automation software
Implement chosen automation system into daily operations
KRCondense tax computation time by 30% via process optimization
Implement efficient tax software to streamline computations
Regularly update tax computation best practices
Allocate more resources to data compilation
KRAchieve 15% rise in overall productivity by training staff in new methodologies
Identify relevant training programs for new methodologies
Arrange and schedule training for staff members
Monitor and assess improvements in productivity post-training
OKRs to achieve full productivity as a General Accountant
ObjectiveAchieve full productivity as a General Accountant
KRReduce weekly accounting errors by 50%
Implement thorough double-checking procedures for all accounting tasks
Provide additional training on accounting software usage
Instantly address and correct identified accounting errors
KRScore at least 90% on internal accounting knowledge assessments
Study company's internal accounting policies daily
Practice with past assessment tests for improvement
Seek clarifications for any accounting concepts not understood
KRIncrease speed of invoice processing by 30%
Train staff in efficient invoice processing techniques
Streamline invoice approval process
Implement automation software for quick invoice management
OKRs to enhance the accounting, financial, and tax processes architecture
ObjectiveEnhance the accounting, financial, and tax processes architecture
KRImplement a new accounting system, improving data accuracy by 30%
Implement regular data accuracy checks
Train staff on new software operations
Research and choose an advanced accounting system
KRDecrease tax-related errors by 20% through updated software integration
Train staff effectively on new software usage
Research and identify advanced tax software solutions
Implement selected software into company systems
KRIncrease process automation by 25% reducing manual efforts in financial tasks
Train all finance team members on new automated systems
Review and adjust automation protocols regularly for efficiency
Implement advanced accounting software for streamlined financial operations
OKRs to enhance organization skills for efficient billing management
ObjectiveEnhance organization skills for efficient billing management
KRComplete an advanced course in financial software systems for improved proficiency
Research suitable advanced courses in financial software systems
Enroll in the selected advanced financial software course
Regularly study and complete coursework to enhance proficiency
KROrganize weekly review meetings to monitor progress and identify areas of improvement
Schedule weekly meetings with team for progress evaluation
Design frameworks to monitor project advancements
Establish metrics to identify improvement areas
KRImplement a digital billing system to reduce processing errors by 30%
Research and select appropriate digital billing system software
Closely monitor error rates and make adjustments accordingly
Train accounting staff on new billing system
Accounting OKR best practices
Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.
Here are a couple of best practices extracted from our OKR implementation guide 👇
Tip #1: Limit the number of key results
Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.
We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.
Tip #2: Commit to weekly OKR check-ins
Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.
Being able to see trends for your key results will also keep yourself honest.
Tip #3: No more than 2 yellow statuses in a row
Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.
As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.
Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.
Save hours with automated OKR dashboards
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OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full benefits from the framework. Reviewing progress periodically has several advantages:
- It brings the goals back to the top of the mind
- It will highlight poorly set OKRs
- It will surface execution risks
- It improves transparency and accountability
Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, you can move to Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More Accounting OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to boost the frequency of value-driven discussions
OKRs to increase the customer return rate
OKRs to decrease equipment downtime in the water treatment plant
OKRs to promulgate key private market trends through impactful content
OKRs to improve business decision-making through data-driven insights
OKRs to enhance overall user experience on our platform