Every document, chased until it arrives.
The slow part of bookkeeping is waiting on clients. Bursar does the waiting, during the month, under your firm’s name.
The waiting happens during the month.
Chasing documents is the part of bookkeeping that cannot be made faster, only started earlier. Bursar starts it the moment an item is missing rather than after period end.
- Missing statements and receipts requested under your firm’s name, then chased until they arrive
- Filed against the right client and month, ready for the close
Rules the chase will not break
A request with no contact on file is created and shown as unaddressed rather than sent to a guess. An unaddressed nudge that silently goes nowhere is worse than none.
How a chase runs.
From missing item to closed loop, without anyone at the firm sending an email.
Identify
The close knows which documents it is missing, so the request is specific rather than a monthly round-robin.
Address
A chase reaches a person, not a business - the contact on file for that client, with their role recorded.
Nudge
Reminders go out on a schedule, three times, without anyone at the firm having to remember.
Park
What never arrives is parked and raised as an open item. The close still ships on time.
Never late because a client is slow.
A missing receipt is not a reason to miss a deadline. Anything still outstanding when the close is due is parked, raised in the open-items memo, and re-asked next cycle - and the close ships regardless.
- The item is named in the memo, so the firm knows exactly what is outstanding and why
- Parked is a state, not a deletion - it is re-asked on the next cycle
- The close is delivered on time with the gap disclosed, not delayed without one
A parked item
Give us your five most annoying clients.
First month free. A finished close in two to three days, or you pay nothing for it.