Chasing consumes billable capacity
Senior staff spend the first week of every period asking for bank statements and receipts.
Service packages
Scope and price per tier, stated plainly
Compliance
Accounting & Bookkeeping
The job does not start until the client sends the documents.
Practice capacity is not limited by accounting work. It is limited by chasing clients for records, then compressing every job into the days before a filing deadline.
Where the work leaks
4 failure points
Work compresses into deadline weeks
Jobs start late because records arrive late, so quality drops and overtime becomes structural.
Status is a question, not a page
Every "where are we?" email is unbilled time that a client dashboard would have answered.
Rework is never measured
Errors from rushed work get written off quietly and never surface as a number anyone manages.
What I build
9 modules
Public site
What the market sees
01
02
Fit-check calculator
Entity type and turnover producing an indicative quote
03
Secure document upload
Onboarding without an email attachment chain
04
Deadline resources
Sector obligation calendars that earn search traffic
Back office & portal
Where the operation actually runs
01
Client dashboard
Job status, outstanding requests, and filed returns
02
Document request engine
Itemised requests with an escalating chase schedule
03
Obligation calendar
Every filing date per client, generated from entity type
04
Job workflow board
Preparation, review, approval, and filing stages
05
Capacity view
Workload by person against upcoming deadlines
What stops being someone’s job
When
Period opens
The system
Issue the itemised document request automatically
When
No response at 3, 7, 14 days
The system
Escalating chase, then flag to the manager
When
All documents received
The system
Create the job and assign against capacity
When
Job stage changes
The system
Update the client dashboard, no email required
What moves
Typical baseline → target
Time chasing documents
Days per period
Near zero, automated
Records received before deadline week
~40%
Over 80%
On-time filing
Achieved by overtime
Achieved by scheduling
Status enquiry emails
Constant
−80% via client dashboard
These are sector baselines and the targets a system of this shape is built to hit — not results measured on a past engagement. Delivered work with implementation notes is on execution logs.
Where we start
Document request engine with automated chase — it returns capacity in the first month.
Integrations
Xero / QuickBooksOCR receipt captureE-signatureSecure storage
Typical stack
Next.jsNode.jsPostgreSQLn8n