A small bookkeeping practice loses most of a day each week chasing clients for bank statements and receipts. Here is the build that makes the chasing run itself, with a person stepping in only for the tricky ones.
Illustrative example build. The figures are typical for a practice of this size, not measured results from a specific client.
Picture a three-person bookkeeping practice looking after roughly 120 small-business clients, with the same bottleneck every month. Before anything can be reconciled, the records have to come in: bank statements, receipts, the odd invoice. Most clients send them eventually. Getting there is the problem.
One team member spent the better part of a day each week working a spreadsheet of who still owed what, writing individual reminder emails, remembering who had already been asked twice, and deciding who needed a phone call. The reminders were easy to forget when the week got busy, so month-end always ran late, and the same handful of slow clients held everything up.
The routine chasing runs by itself. The judgement calls, the difficult client, the awkward exception, still go to a person. Nothing sensitive leaves without a human seeing it first.
Each client who still owes records gets a polite reminder by email and SMS, spaced out and worded to match how overdue they are. The wording is drafted in the practice's own tone. As soon as the records arrive, that client drops out of the sequence automatically.
Everyone outstanding sits on a single board: who has been asked, how many times, and who has crossed the line into needing a call. The team stops rebuilding the spreadsheet by hand and starts the week already knowing where things stand.
Chasing the same records every month, or something like it? Tell us who you are chasing and what for, and we will show you the build that does the reminding for you. No pressure and no jargon, just a look at what is possible.