Bookkeeper & Accountant

A clean, deadline-driven practice: document collection, close checklist, and client reports.

For solo bookkeepers and small accounting practices.

What this fixes

• Clients send documents late and in inconsistent formats → A branded, automatic document-request sequence
• Month-end close depends on who remembers what → A month-end close checklist that runs itself
• You rebuild the same report layout for every client → Standardised monthly management reports you resend in minutes
• Engagement fees and scope creep are handled inconsistently → Clear engagement scopes with a change-order path

The flow it implements

1. Enquiry — SOP, checklist and templates included
2. Engagement letter — SOP, checklist and templates included
3. Document collection — SOP, checklist and templates included
4. Monthly work — SOP, checklist and templates included
5. Close — SOP, checklist and templates included
6. Reporting — SOP, checklist and templates included
7. Annual review — SOP, checklist and templates included

The numbers you track

Metric	Definition	Formula
Close completion %	Monthly close tasks finished by deadline	close_tasks_done / close_tasks_due
Document collection rate %	Client documents received by the request date	documents_received_on_time / documents_requested
Advisory revenue %	Revenue from advisory work vs compliance	advisory_revenue / total_revenue
Hours per client	Average monthly hours per client	total_monthly_hours / active_clients

What's in the download

Setup takes 15 minutes

1. Import pipeline-tracker.csv into Google Sheets and delete the example rows.
2. Copy the three documents you send most often and replace the {{placeholders}}.
3. Import tasks.csv as your checklist, then add your first real client.

Questions