Industries · Accounting & Finance
Deadlines, handled
Accounting practices do not have a lead problem, they have a chasing problem. The records that arrive three weeks late are what turns January into a crisis every single year.
01 Where it leaks
The four that cost the most
The records chase
Somebody's whole week disappears into chasing paperwork that a sequence could have chased better.
The January pile-up
Every year, caused by a chasing pattern that starts too late and stops too early.
The onboarding backlog
AML, engagement letters and authorisations done by hand, slowly, at the busiest time.
The advisory conversation that never happened
Because the team was buried in compliance admin all quarter.
02 The build
What we put in
- Records chase sequences by client and deadline, starting early enough to work
- Automated onboarding: engagement letter, AML checks, authorisation and portal setup
- Deadline calendar per client with escalation as dates approach
- Xero, QuickBooks and Sage connected for status rather than manual checking
- Enquiry capture and qualification for new business, answered out of hours
Questions
Will clients respond to automated chasing?
Better than to manual chasing, because it is consistent and it arrives early enough to be useful. The tone matters, so we write it in your voice and you approve it.
Does it touch client money or filings?
No. It chases, reminds, onboards and reports. Nothing that submits or moves money happens without a person approving it.
What about AML compliance?
It orchestrates the checks through your existing provider and will not let onboarding complete until they pass. It does not replace your MLRO's judgement.
Next step
What is it costing your accounting business?
Twenty minutes. Bring your call log and your enquiry inbox. If there is nothing worth fixing we will say so and you get the time back.