PROFESSIONAL SERVICES
Accounting CRM — new clients, compliance, advisory and bookkeeping
Four boards, because a firm is four businesses: winning clients, the annual cycle, advisory work, and the recurring bookkeeping nobody tracks.
SOUND FAMILIAR?
The three that actually cost you work.
- 01
“A job has been sitting at "waiting on records" for eleven weeks and nobody has rung.”
- 02
“Something worth advising on was spotted in a set of accounts in April and never mentioned again.”
- 03
“A client got a tax bill they were not expecting, and that is the reason they left.”
THE SYSTEM
The accounting system, running live.
Watch it open a real form, move a job through the boards and fire the automations. Switch to Map to see the whole thing at once.
Prefer a full screen? Open the system in a new tab
WHAT IS ACTUALLY IN IT
Named boards, named forms, real automations.
Built for your trade, not relabelled. These are the names you'll see in the system.
4 boards
- New Client Enquiries
- Annual Compliance Cycle
- Advisory & Projects
- Bookkeeping & Payroll
3 forms
- Tell us what you need help with
- Annual records checklist
- How did we do?
2 booking links
- A scoping meeting (45 min)
- Annual accounts meeting (60 min)
Email & text
- 2 email journeys
- 3 email templates
- 2 text templates
7 automations, all set to run automatically
- enquiry to card to next-day callback
- scoping meeting booked prompts the prior-year read
- proposal follow-up
- won triggers the engagement letter and the records request
THE INSIGHT
“"Send us your records" produces three months of waiting. A named list of eight specific things with a date produces a response. The records checklist in here is a form for exactly that reason, and the chase at day seven is a phone call, not another email. **CTA** · See how an accounting firm runs on it **Meta** · *Accounting CRM & Practice Workflow for NZ Firms | Penguin Pilot* — Compliance that does not stall on records, advisory work that gets followed up, and tax bills that are never a surprise. ---”
HOW IT GOES LIVE
Not a project. Three steps.
STEP 1
Install the system.
One click, and the boards, forms, booking links and automations all arrive configured.
STEP 2
Change the words.
Every email, task and form question is yours to edit. Most people change a handful and leave the rest.
STEP 3
Turn it on.
Automations run automatically from the start — no confirming every send.
OTHER INDUSTRIES