Bookkeeping
For bookkeeping practice owners and bookkeepers serving many small-business clients, whose weeks go to requesting statements, matching receipts and asking clients what a charge was for. Chronosero designs workflows that collect and match the routine work and bring the exceptions to a bookkeeper.
Where the time goes
Each client sends things their own way, on their own schedule. Most of the month goes to collecting what’s missing and keeping track of where each client stands.
Each month starts with asking clients for bank, card and loan statements, then asking again.
Receipts come by email, text and photo, and each one is matched to a transaction by hand.
Uncategorized transactions turn into a string of separate messages that clients answer in pieces, or not at all.
A deposit that doesn’t match or a missing bank fee often surfaces on the last day of the close.
Which clients are reconciled, which are waiting on documents and which are ready for review is hard to see across the practice.
The monthly package and the update email are put together from scratch for every client.
Human control
Workflows handle the collecting, filing, matching and reminding. What goes into a client’s books, and what goes out to a client, stays with the bookkeeper.
Connection
Bookkeeping workflows usually connect these kinds of systems.
Categories shown are examples. Which systems can be connected depends on the software, its access options and your requirements.
Start a discovery
Tell us about one process your team repeats every month. Michael personally reviews every discovery request.
