Client document chasing
Monthly statements, receipts, invoices, payroll reports, and missing files get scattered across email, folders, texts, and spreadsheets.
Charlotte workflow automation for bookkeeping teams
Stop chasing clients for monthly documents.
I help bookkeeping and accounting firms clean up repetitive admin work with simple systems for document collection, reminders, status tracking, and month-end workflow visibility.
AI workflow automationDocument intelligenceFinance operations
Monthly Close Readiness
Clients ready
18 / 24Missing items
11Request sent
Files uploaded
Tracker updated
Reminder queued
The goal is not another complicated app. It is a clear workflow your team can actually run every month.
Built with practical tools small teams already understand:
Power AutomateZapierMicrosoft FormsGoogle FormsSharePointGoogle DriveExcelSheetsAirtableChatGPT
Where the time leaks happen
Bookkeeping firms do not need more manual follow-up.
They need repeatable admin systems that make client status, missing documents, reminders, and monthly close readiness easier to see.
Month-end admin drag
Bookkeepers lose time checking what is missing, reminding clients, updating trackers, and making sure each client is ready for close.
Manual visibility gaps
Owners and admins need a simple way to see who is ready, who is late, what is missing, and what needs attention next.
Flagship example
Monthly Client Document Collection System
A practical workflow for bookkeeping teams that need clients to submit required files on time without the owner manually chasing every missing item.
- Structured client request form
- Organized upload folder
- Missing-document tracker
- Automated reminder sequence
- Weekly bookkeeper summary
- Simple dashboard and handoff documentation
01
Client request form
02
Secure upload folder
03
Missing-item tracker
04
Reminder sequence
05
Weekly admin summary
06
Dashboard + handoff SOP
Simple package ladder
Start with one workflow. Expand only if it works.
Workflow Cleanup Audit
$750Map one recurring admin workflow, identify bottlenecks, and get a fixed-scope automation plan.
Starter Automation Build
from $3,000One focused workflow such as client document collection, onboarding, reminders, or status tracking.
Workflow System Build
$5,000–$8,000More complex systems with multiple reminders, dashboards, documentation, training, and support.
Best fit
Designed for growing bookkeeping and accounting firms.
Best for firms with recurring monthly clients, repeated document collection, admin follow-up, and a desire to scale without immediately hiring another admin.
Not for replacing bookkeepers, giving tax advice, or automating accounting judgment. The focus is the admin workflow around the finance process.
Start small
Send me the workflow your team hates doing every month.
I’ll help determine whether it is a good fit for a workflow cleanup audit, a low-code automation build, or a simpler process fix.