Accounting firm
Digitalization that speeds up the close, not the paperwork pile.
From client CRM to document automation, I build systems for accounting firms that give your team their time back — and cut deadline slippage.
Sound familiar from an accounting firm?
Talking to accounting firms, the same pain points come up again and again — and none of them are about the accounting. They're about the admin around it.
Client data is scattered everywhere
Contract in a folder, deadlines in Excel, documents in email, communication on WhatsApp. Piecing together one client's status takes minutes.
Chasing documents eats the week
Every month you remind the same clients: send the invoices, the bank statement. That's hours of work, and it delays the close.
Deadlines quietly slip
VAT, payroll, annual accounts — many clients, many deadlines. Without a central system, one missed filing means a fine and a trust crisis.
The office manager can't see the full picture
Who's where, how many tasks open, where there's slippage — someone assembles this in Excel at month end. Too late to react.
What can you digitalize in an accounting firm?
You don't need everything at once — in most firms, one well-chosen system saves several hours of admin a week.
Client management CRM
Contracts, deadlines, documents and communication in one place. The missing-documents list builds itself.
Document collection automation
Client portal for uploads, automatic reminders, status notifications. No more chasing documents by hand.
Closing workflow system
Monthly close step by step: documents, accounting, review, filing. The team works on one interface.
Office dashboard and reports
Real-time overview: how many clients closed, where there's slippage, who's most loaded. Decisions from data, not month-end Excel.
Solutions for this industry.
These are the topics companies from this industry ask me about most often — each has its own detailed page.
Client management
Every client's data, one click away.
Contracts, deadlines, missing documents and email threads are scattered across folders and spreadsheets. I build custom CRMs shaped around your firm's workflow — not the other way around.
Process automation
Let software handle the repetitive admin.
Document reminders, collection workflows, status notifications — these are well-defined, repetitive tasks that software does flawlessly. That's the automation I build.
Custom workflow system
Your firm's processes, without the paper.
Client onboarding, monthly close, quality checks, internal reports — all of it lives in Excel, email and people's heads today. I build custom systems that work exactly the way your firm does.