Systematic GeeksEveryone tells you to “set client deadlines.”
We build the system
that makes them stick.
Lodgement week is the same every quarter: forty clients, thirty reminders, and the same nine who send it on the last day. We build the systems that request exactly what each client owes, chase it in your firm’s voice, and tick it off in your practice software as it lands. The first one is on us.
- Chased client by client
- Works with your practice software
The deadline isn’t the problem.
The chasing is.
Every client knows when BAS is due. What they don’t know is which of the seven things you asked for is still outstanding, because that was in an email three weeks ago underneath a newsletter.
A system that knows exactly what’s missing per client, and asks for only that, on a schedule, gets the documents in without anyone on your team sending a single reminder.
For accountants and bookkeepers.
Three things
the firm stops doing.
Writing the request
Each client’s list is generated from what they lodged last time and what’s changed. Bank feeds missing, a new loan, a vehicle sold. Asked for by name.
Specific, not genericSending the reminder
Polite, short, from the partner’s address, listing only what’s still outstanding. Escalates gently as the deadline nears and stops when the file is complete.
Firm’s voice, nobody’s timeChecking what came in
Attachments matched to the request, filed to the client’s folder, ticked off in the practice software. The team sees a list of what’s ready to work on.
Ready-to-lodge listBuild order.
Three steps
before next quarter.
-
01
A 45-minute call
We map how information gets requested and chased today, and where the hours go. You keep that map either way.
-
02
We build it in your practice software
Xero, MYOB, your practice manager, your document portal. Nothing new for clients or staff. Most systems are live in 7 to 14 days.
-
03
Next lodgement runs quieter
The requests go out early, the chasing happens by itself, and the team lodges from a list of complete files. We monitor it and keep it tuned.
The team knows
this feeling.
- “We’ve got a graduate whose whole quarter is chasing bank statements.”
- “The same client asks ‘what do you need again?’ every single BAS.”
- “Everything arrives on the 27th, so everything gets done on the 27th.”
None of that is a client problem. It’s a chasing problem, and chasing is exactly what a system should be doing.
Stop chasing
the same nine clients.
Book the call before the next quarter and we’ll scope the system that does the chasing for the whole client list. The first one is free.