The client list, the deadline tracker, the WIP sheet and the KYC register are four spreadsheets describing one practice. Here is how firms move them into one system without a six-month project.
What is due, what is overdue, what is billed, what is paid and where the compliance gaps are. How partners manage the practice from the reports rather than from a monthly reconstruction of them.
Timesheets, invoices, leave, KYC assessments and the review step on every job all need someone to say yes. Here is how to run approvals where the work is, with a record of who approved what and when.
Forty clients, the same monthly cycle, a few days to do it. How bookkeeping and outsourcing teams create the month's jobs in one go, see them as one list, and bill them on one invoice per client.
Engagement letters in email, KYC scans on a shared drive, working papers on someone's laptop. Here is how to keep every client document against the client, findable by the whole team and still in the storage you already use.
Tax returns, VAT quarters, payroll runs and annual accounts are the same job for every client. Build each one as a template once and every cycle runs the same proven way, whoever picks it up.
Who is working on what, who has room next week and who is on holiday the week the audit is due. How to answer all three from one place instead of asking around.
Revenue per client is easy. Profit per client needs the hours, the rates, the fees and the invoices on the same jobs. Here is how to get a profitability report you can open on any day instead of once a year.
Most firms do not lose money on bad clients. They lose it on good work that never reaches an invoice. Here is how to see unbilled time, fees and expenses while there is still time to bill them.
Periodic AML reviews slip when the dates live in a spreadsheet column nobody filters. Here is how to keep every client's risk assessment, screening and KYC documents current on a schedule that runs itself.
Put every audit, tax return and statutory filing on a live list with an owner, a status and a due date, so overdue work surfaces the week it slips rather than at review time.
Take a new client from signed engagement letter to first job without re-keying data or chasing documents by email. The record, the KYC file and the first workflow are created once and in order.