Less admin for accounting and bookkeeping firms.
Where AI and automation could take repetitive work off your plate, and where I'd usually start.
What the research says: In MYOB's Accounting Industry Monitor, 78% of practices said AI-powered efficiencies are essential, and 58% named data privacy and security as their main concern. Source
Admin only: the chasing, onboarding and inbox work around your practice. I stay out of advice and the tax work itself.
Does this sound familiar?
Things I often hear from businesses like yours. Tick any that ring true.
Chasing clients for documents every tax season
The fix: Document ChaserNew clients who take weeks to onboard
The fix: Client OnboardingA shared inbox that never empties
The fix: Inbox Triage
Five automations, an estimated 16 hours a week back.
You wait days for paperwork from clients
Document Chaser Chases customers and suppliers for the documents you're waiting on.
New customers take weeks of chasing to set up
Client Onboarding Welcomes new customers and chases the forms you need.
Your inbox runs your day
Inbox Triage Sorts shared inboxes and drafts replies for a person to approve.
What was agreed on the phone gets forgotten
Call Notes Writer Logs every customer call with a summary and next steps.
Customers pay late and chasing is awkward
Invoice Chaser Polite, escalating reminders on overdue invoices.
A 12-person accounting practice
| Fix | Estimated hours back a week | Worth a year at $50/hr |
|---|---|---|
| Document Chaser | 2 | $4,800 |
| Client Onboarding | 2.5 | $6,000 |
| Inbox Triage | 6 | $14,400 |
| Call Notes Writer | 3 | $7,200 |
| Invoice Chaser | 2.5 | $6,000 |
| All five | 16 | $38,400 |
An estimate: the middle of each range over 48 working weeks. A rough guide until I measure yours.
“We've seen a significant increase in the number of enquiries but we've also been very happy with the quality of the leads.”
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