How to collect month-end documents from bookkeeping clients
A repeatable process for getting bank statements, receipts, and answers from every client each month, without chasing people one by one.
Read the guideGuides for bookkeeping firms
Practical advice on collecting client documents and running a calmer month-end.
Reminder emails that get documents back from bookkeeping clients
When to send reminders, what to say in each one, and how to stay polite while still getting statements and receipts on time.
Read the guideA monthly document checklist for small business bookkeeping clients
The documents and answers to request from each bookkeeping client every month, grouped by type of business, with tips for keeping the list short.
Read the guide
Get the month-end document checklist
What to ask every bookkeeping client for each month, by type of business. Sent to your inbox.