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← All industries Accounting & bookkeeping firms

Close faster and chase less, across every client

Firms doing the books, close and tax for clients. 7 use cases for this industry, 1 more that also apply.

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Where to start

Three to start with

High value for the effort. The risk tier is on each one.

Month-end close pack

Each client's close: reconciliations done, exceptions listed, the pack drafted for review.

  1. Consolidate
  2. Validate
  3. Draft
Medium riskValue highTemplate

Tax-season document chase

Every client's tax documents requested, tracked and chased before the deadline.

  1. Follow up
  2. Intake & extract
Medium riskValue highTemplate

Client document collection

Statements, receipts and forms requested from clients, checked when they arrive, chased when they don't.

  1. Follow up
  2. Intake & extract
  3. Validate
High riskValue highTemplate
Use cases

Use cases for Accounting & bookkeeping firms, by department

Client services 7

Client onboarding & engagement

New clients onboarded: engagement letter, ID and documents collected and checked.

  1. Intake & extract
  2. Validate
  3. Draft
  4. Follow up
Medium riskValue mediumTemplate

Client document collection

Statements, receipts and forms requested from clients, checked when they arrive, chased when they don't.

  1. Follow up
  2. Intake & extract
  3. Validate
High riskValue highTemplate

Month-end close pack

Each client's close: reconciliations done, exceptions listed, the pack drafted for review.

  1. Consolidate
  2. Validate
  3. Draft
Medium riskValue highTemplate

Client AP processing

Clients' bills captured, coded and checked, ready for approval and payment.

  1. Intake & extract
  2. Validate
  3. Execute
High riskValue mediumTemplate

Bank reconciliation exceptions

Unmatched bank lines explained or queried with the client.

  1. Consolidate
  2. Validate
  3. Follow up
Medium riskValue mediumTemplate

Tax-season document chase

Every client's tax documents requested, tracked and chased before the deadline.

  1. Follow up
  2. Intake & extract
Medium riskValue highTemplate

Client question answers

Clients' routine questions answered from their file and your guidance, for a quick review.

  1. Answer
  2. Draft
Medium riskValue mediumGuide

Also applies

Use cases from other industries that fit this one too.

Client services 1

Unbilled time & billing review

Time entries checked against the engagement, unbilled work found, invoices drafted.

  1. Consolidate
  2. Validate
  3. Draft
Low riskValue highGuide