Bookkeeping · Tax Preparation · Payroll · Advisory
Closes prepped early. 1099s chased down.Every engagement letter drafted, no admin needed.
Your staff stays on the numbers. Your clerks keep the reconciliations, reminders, and 1099s moving.
Your clerks
They draft. You approve.
The Reconciliation Clerk
Drafts bank and credit card reconciliations and flags mismatches for a bookkeeper to close.
The Close Prep Clerk
Builds the month-end close checklist and drafts the client's financial package for review.
The 1099 Clerk
Tracks vendors needing a 1099, chases missing W-9s, and drafts filings before the deadline.
The Engagement Letter Clerk
Drafts engagement letters and renewal terms for every client, ready for a partner's signature.
The Document Chasing Clerk
Drafts reminders for missing receipts, statements, and tax documents, and tracks who owes what.
What it knows
The calendar. Quarterly estimates, 1099 deadlines, and tax season land on the same weeks each year.
Close pitfalls. An uncategorized transaction or missed accrual turns a close late. Every item stays tracked.
The language. Debits, accruals, trial balances, and engagement scope get written the way a firm talks.
Your limits. Tax advice, filing, and sign-off stay with a CPA or EA. Clerks only prepare.
Your software
What changes
Closes land on time
The checklist runs itself, so close week isn't a scramble.
1099s without the chase
Missing W-9s get flagged in November, not February.
Evenings back
Reconciliations wait for review, not for after dinner.
Fees
See it on your client list.
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