Bookkeeping firms: more customers, new revenue, less unnecessary cost.
Bookkeepers spend as much time chasing clients as keeping books. These are the systems we would typically build and operate for a bookkeeping practice, using the tools it already has.
These are examples, not a package. We start with the opportunity worth the most to your business, record a baseline, and build what it needs using the tools you already have.
What we usually see
Receipts arrive by text, email and shoebox, or not at all. Uncategorized transactions pile up because clients ignore a list of fifty questions. Month end slips because one bank feed broke and nobody noticed. Payroll changes arrive late. New clients come in years behind, and the catch-up work has no clear plan or end date.
Tools you probably already use
- QuickBooks Online or Xero
- Receipt capture such as Dext or Hubdoc
- Payroll such as Gusto or ADP
- Practice management such as Karbon, Financial Cents or TaxDome
- Email, text and your client portal
Where we would start
- 01
Receipts captured wherever they arrive
Receipts sent by text, email or upload land in your receipt tool matched to the right client, and missing ones are requested for the transactions that need them.
What changesNo more end of month scramble for paper.
- 02
Client questions that get answered
Uncategorized transactions go to clients a few at a time, in plain language, with the likely answer suggested so a reply takes seconds.
What changesQuestions get answered in days instead of piling up for months.
- 03
Broken bank feeds caught early
Every connected account is checked for disconnected feeds and missing statements, and your team is told before close begins.
What changesClose stops slipping on a problem nobody saw.
- 04
Monthly close on a calendar
Close steps run on a schedule for each client, with reconciliations, review and the monthly report tracked to done.
What changesEvery client gets their numbers on time.
- 05
Catch-up cleanup with a plan
New clients who are months or years behind get a clear list of what is needed, collected in order, with progress your team and the client can both see.
What changesCleanup work has an end date instead of dragging on.
- 06
A weekly firm report
Clients by close status, open questions, feeds that need attention and payroll changes due, in one message.
What changesYou see every client's books without opening each file.
Scout, Forge and Sift for bookkeeping firms
Scout
Find the demand you are not capturing, from missed inquiries and dormant leads to nearby customers who have never heard of you, then build the path that turns it into paying customers.
Explore Scout ExpandForge
Turn what the business already knows and does into revenue that repeats: plans, memberships, add-ons or new services your customers would pay for.
Explore Forge SaveSift
Find the software, vendors and manual work you pay for every month without needing all of it, and replace them without losing what they do.
Explore SiftWhat stays with you
Accounting judgments, categorization decisions you have not approved, and anything filed with a tax authority stay with your bookkeepers and their clients. AI suggests; your team decides. Client data is reached only through the access you grant. Connecting your tools does not authorize us to send messages or change records; every automatic action is one you agreed to, and you decide what needs review first.
Questions
- Do we need to change accounting or receipt software?
- No. We work with QuickBooks Online, Xero, Dext, Hubdoc, Gusto and the rest of what you use, and confirm what can connect before any work begins.
- Will AI categorize transactions on its own?
- Only in the ways you approve. It can suggest categories and ask clients about unclear transactions, and your team decides what posts.
- How is this different from a tax practice?
- Tax firms are built around the season and the return. Bookkeeping runs every month, so these systems focus on receipts, client questions, feeds and close.
Also in legal, financial and insurance
Your business, not a template.
Tell us where the business feels constrained. We will tell you which opportunity we would start with, what it would take, and what we would leave alone.
