Accounting and bookkeeping
Document collection, onboarding and routine requests can take experienced people away from client work. We help accounting practices organise those processes and reduce the follow-up they require.
Book a free introductionYour clients value your judgement, but your team's day can fill up with chasing statements, sorting attachments and finding out who is waiting on whom. We help accounting and bookkeeping practices organise the administration around client work. A clearer flow of information gives experienced people more room for review, advice and relationships, while keeping the practice's responsibilities and approval points visible.
Features and business benefits
We scope the workflows around your priorities, available information and the people responsible for the work.
Guide new clients through the information and documents your practice needs. Check submissions against an agreed checklist and prepare follow-up requests for missing items, giving the engagement owner a clearer view before work begins.
Use AI to classify attachments, extract agreed fields and suggest where files belong. Flag unreadable or conflicting information for review. Staff spend less time opening and renaming files and more time checking what the information means.
Prepare reminders from the outstanding-items list and record responses against the engagement. Stop or change reminders when a client replies, and escalate sensitive or repeated issues to the relationship owner instead of sending an endless sequence.
Turn an agreed engagement process into visible tasks, dependencies and review steps. Carry relevant context between administrators, bookkeepers, accountants and partners so work does not sit unnoticed between inboxes or depend on one person's memory.
Draft meeting summaries, routine correspondence and explanations from approved source material. Give the reviewer the underlying documents and a clear approval step, reducing first-draft effort while keeping professional advice with the people responsible for it.
Bring workload, document readiness and review queues into one operational report. Identify engagements blocked by missing information and periods where review capacity is tight, making resourcing discussions more useful than a list of overdue tasks.
Practice management, document storage, accounting platforms and email each serve a purpose. We map their client identifiers, permissions and ownership before moving information between them. Older databases and spreadsheet registers can be considered where reliable exports exist. Access should follow the engagement and staff role, with clear handling of confidential documents. We agree which records can be read, where drafts are stored and how changes are checked.
An illustrative workflow to explore during discovery. The final design depends on your systems and operating requirements.
An agreed engagement checklist creates a tailored document request for the client.
Incoming files are matched to the request and possible gaps are highlighted.
The engagement owner checks readiness and assigns the next preparation and review steps.
The practice can see outstanding information and review queues without asking everyone individually.
The outcome
Less chasing. More capacity for the work clients engage you to do.
Detailed process mapping begins the engagement, so everyone agrees what is changing and why.
We review real examples, systems, handovers and exceptions with your team. The process map records responsibilities and a starting point for measuring improvement.
We define the first workflow, expected benefit, setup and running costs, review effort and success measures. The scope makes approval points and decision ownership explicit.
We test representative and awkward cases with your team, then introduce the workflow in stages. Training, documentation, monitoring and support responsibilities form part of the delivery plan.
Measure time spent collecting information, the number of incomplete handovers, days in review queues and partner involvement in routine administration. Also track corrections and client complaints about follow-up. A useful change should make the practice easier to run while maintaining the standard of the work and the client relationship.
The workflows we scope can focus on administration, organisation and drafting. Advice, interpretation and sign-off stay with the appropriately responsible people in your practice, with approvals built into the process.
Yes. Requests can follow the engagement type, client circumstances and your approved checklists. Exceptions should be visible to the engagement owner so the system does not keep requesting an irrelevant document.
We map one recurring workflow, agree a small representative pilot and test it with the staff who use it. Rollout timing, training and support are planned around your practice calendar.
Start with a conversation
Book a free 30-minute call. We'll talk through what's getting in the way, where we can help, and how we can work together to move things forward.
