The General · Accounting & Tax
Give the chasing to something that never gets bored of it.
Your General asks the client again, and again, in the right tone. It tells you who has gone quiet, briefs you before the meeting, writes up what was agreed, and finds the businesses that have outgrown their current bookkeeper.
What you would hand it
Ask again. And again.
The fourth request for a document, sent in a tone that does not cost you the client.
See who is holding things up
A live view of which client is blocking which piece of work, without asking around the office.
Sort what comes back
It reads the replies, files the ones that were just a document arriving, and brings you the ones that are a question.
Write the routine client note
The deadline reminder, the request, the recap. Drafted, so you edit rather than compose.
Send as you
From your own mailbox, after you approve it. Or held in drafts if your firm prefers that.
Brief you before the meeting
Where this client is, what is outstanding, and what was said last time.
Capture the client meeting
It joins the call, captures it, and keeps what was said.
Write up what was agreed
The recap and the list of what you are now waiting on, without an evening spent writing it.
Find who outgrew their bookkeeper
That moment is visible from outside a business. It watches for it so growth is not only referral.
Read a prospect first
What they do, how big they are and what has just changed, before the first conversation.
Make the weekly chase automatic
The Monday round of who still owes you what becomes a job that just runs.
Your name, your yes
Every message to a client waits for your yes. That default does not change unless you change it.