Proposals with a relevant follow-up
Connect the prospect's requested service to the actual open question, proposal version and next employee decision.
Industries / Accounting and bookkeeping firms
Your 30-day revenue sprint
Sign more clients. Start more billable work.
Connect client inquiries, document collection and engagement follow-up so suitable prospects reach a complete onboarding handoff.
Your first revenue workflow.
Live in 30 days.Connected to your tools. Measured against agreed targets.30 days from agreed scope and ready access.
Live in 30 days.Connected to your tools. Measured against agreed targets.30 days from agreed scope and ready access.
A 30-day revenue sprint.
More complete proposal and onboarding handoffs can support additional approved engagements and an earlier service start, measured against actual earned revenue rather than document counts.
The commercial opportunity
Make the next step
worth more.
New clients ready for the service team
Prepare the agreed onboarding checklist after engagement approval and surface the records that still need to arrive.
Recurring service expansion with review
Help account owners organize suitable existing-client requests for additional work, without assuming a need or silently changing the engagement.
A workflow for accounting and bookkeeping firms
A bookkeeping inquiry reaches proposal review
Explore an illustrative path from the first signal to a decision your team can act on.
Step 1 of 4
Organize the service inquiry
Capture the requested service, business context and preferred start period using the agreed administrative questions. Keep unsupported assumptions about the prospect's records out of the handoff.
Step 2 of 4
Complete the scoping packet
Prepare follow-up for missing scope details and route replies to the responsible employee. Financial records and credentials stay in the firm's approved collection process.
Step 3 of 4
Approve fit and terms
Your team confirms capacity, service boundaries, professional requirements, fees and the engagement. The workflow does not provide accounting conclusions or tax advice.
Step 4 of 4
Start with a clear document handoff
Track the agreed onboarding items and named service owner. Missing records remain visible rather than being treated as a completed close or a ready-to-file return.
The firm approves professional advice, client acceptance, scope, fees, filings and handling of financial records.
From scope to evidence
Your first
30 days.
We agree on one workflow, the access it needs and a commercial target before the sprint begins.
- Days 1–7
Pick one recurring service and baseline inquiries, approved proposals and completed onboarding.
- Days 8–14
Connect approved administrative intake and task destinations; test incomplete records and changed scope.
- Days 15–21
Run selected inquiries and onboardings with professional review and safe document routing.
- Days 22–30
Review new engagements, service starts and first-month earned revenue; separate seasonal or later-period work.
Put your numbers behind it
What could
one better workflow
be worth?
Model the opportunity using your assumptions. Then take a concrete 30-day brief into a conversation with us.
- Suitable inquiries reaching a reviewed proposal
- Approved engagements reaching an agreed service start
- Attributable first-month service revenue
A scenario for additional gross revenue, before delivery costs and automation fees. Booked, invoiced and collected revenue should be tracked separately. Some sales cycles extend beyond 30 days.
Before we start
A clear scope.
A useful first month.
Will clients upload tax or financial records on this page?
No. The page helps explore the proposed administrative workflow. Actual records use the collection channel your firm approves after access, scope and information handling are agreed.
Can we start with onboarding instead of acquisition?
Yes. A first scope can focus on signed engagements waiting for administrative items. We can measure service starts and earned revenue without claiming every completed checklist creates a new sale.
What does the 30-day commitment mean?
We commit to launching one agreed, revenue-focused workflow within 30 days once scope, access and responsibilities are ready. The result is a working workflow connected to your tools, a starting baseline and clear performance measures. We track the commercial outcomes with you; demand, capacity, conversion and sales-cycle timing determine actual revenue. Scope, pricing and commercial terms are agreed before work starts.
One workflow. A commercial goal. A team to keep it running.