The same work, every month, forever
Recurring work has the opposite problem to tax. Nothing is urgent, so nothing forces the issue — until you find out a client has been unbilled for two months, or nobody reconciled in August.
What a monthly practice needs is not a board that shouts. It is work that recreates itself, bills itself, and shows you the client who has gone quiet.
What usually goes wrong
Somebody re-creates the same tasks twelve times a year
And the month somebody forgets is the month it is not done at all.
Unbilled time is discovered, not tracked
WIP sits until quarter-end, and the write-off is a decision made under pressure with incomplete records.
A client going quiet looks the same as a client doing fine
Recurring revenue hides churn until it is a cancellation email.
The modules that matter most here
All 18 are on every seat. These are the ones bookkeeping and advisory practices tend to live in.
Recurring
The monthly work turns up on its own, with its checklist and its invoice.
Tasks
Every job in the firm, attached to the client it belongs to.
Time & Billing
From the timer to the deposit, without rekeying anything.
Clients
Everything you know about a client, on one screen instead of five.
Inbox
Client email that lands on the client, not in one person’s mailbox.
Automations
The chasing, the reminders and the status changes — done without you.
Work that regenerates on schedule, recurring invoices and autopay against it, and a client health signal for the account that has stopped answering.
Not quite your firm?
Ready to retire the stack?
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