Month-end at a bookkeeping firm.
Thirty clients, one statement each, and the same three emails every month. Five people, one inbox for clients.
— a five-person bookkeeping firm · Example
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9:00
Every client asked, once.
Each client gets a checklist for their statements and receipts. They upload from a link, from their phone, with no account.
Asked for 3 things ReceivedBank statement, September WaitingCard statement WaitingReceipts over $75 -
11:30
The wrong file, caught.
A utility bill arrives where a bank statement should be. Rookery's check spots it, tells the client why, and asks for the right file.
Needs a new fileBank statement -
14:00
A careful draft.
Rookery drafts a reply to a client: “I've noted the boiler repair for your review.” The bookkeeper decides how it's treated.
Rookery's draft · waiting for your yes Thanks, Mrs Patel. I've noted the boiler repair for your review… -
15:30
A payroll question, kept close.
A payroll question is marked Confidential. Rookery only drafts there, and never uses it anywhere else.
Confidential -
17:00
The chasing, done for you.
Reminders go to the two clients still missing a file. Each one lists exactly what's left.
Reminder sentCard statement · 2 clients
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