Procedures
Your recurring work, run every period, the way your practice does it.
A procedure is the whole job: what starts it, what it does, where it stops and who approves. Start from the library, adapt it, or build it with our team.
- When1st working day of the monthSchedule
- AskRequest missing documentsOutlook
- ReadStatements, invoices, ledgerSage · Drive
- DoRecompute VAT, reconcile control accountAI
- FillYour VAT return workingsTemplate
- ApproveNamed reviewer signs offYour team
Saved · runs every month for selected clients
Stops and asks when something doesn't agree
Library
Start from a procedure that already works.
Bank reconciliations
Matches every statement line to the ledger and allocates against open invoices.
Reads statementsMatches and allocatesYou approve
Time back: 3 h → 20 min per client, per month
Client document requests
Checks what the client has already shared, asks for what's missing, follows up and files what arrives.
Checks shared filesDrafts requestsYou approve
Time back: 8 h → 1 h per month-end
VAT preparation
Recomputes VAT, reconciles the control account and builds the VAT return workings.
Reads the ledgerFills the VAT returnYou approve
Time back: 4 h → 45 min per return
GL mapping
Maps transactions to the right accounts using your firm's own conventions.
Reads new linesApplies your rulesYou approve
Time back: 2 h → 15 min per client, per month
Management accounts
Builds the monthly pack and drafts commentary on the movements.
Rolls up the TBDrafts commentaryYou review
Time back: 6 h → 1 h per pack
Client communications
Drafts replies to routine client emails, with the figures attached.
Reads the emailDrafts the replyYou send
Time back: 5 h → 1 h per week
Your own procedure
Most practices have a few procedures nobody else runs quite the same way. We map yours in the free workshop and build it around your clients, review points and templates.
Book a free consultation