Articles
Notes from building PapersIn: how bookkeepers collect client documents, chase less, and close the month on time.
How to chase clients for documents without burning the relationship
Chasing clients for paperwork is the worst part of bookkeeping. A system of specific asks, scheduled reminders and calm deadlines that keeps clients on side.
Life after Hubdoc: how accountants keep collecting client documents
Xero retired Hubdoc, and Xero Files won't chase your clients. A practical guide to rebuilding your document collection workflow, with honest options.
The monthly bookkeeping document checklist (what to ask every client for)
A practical monthly bookkeeping checklist: the documents to request from every client, what varies by business type, and how to make the list run itself.
What this blog is for
Every post starts with a question a bookkeeper actually asked us. What do I request from a restaurant client each month? How do I remind someone for the third time without sounding like a debt collector? What replaces Hubdoc now that Xero has retired it? We write the answer down once, so the next person who asks gets a link instead of a phone call.
We build PapersIn, so the posts lean on what we have seen at firms that post to QuickBooks Online. Where a written list per client is enough, the post says so. Where a tool helps, it says that too, and names the tool. No post is gated and none of them ask for your email.