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Client work

Client work is about the practice rather than any single set of books. These posts cover getting statements out of clients every month, onboarding new clients, keeping each client's rules and history apart, how many clients one bookkeeper can carry, who does what on a team and how to grow past ten clients. Start with How to Collect Bank Statements From Clients Every Month, because every other step waits on it.

  1. How to Collect Bank Statements From Clients Every Month

    How to collect bank statements from clients every month: request templates, forwarding options, reminders and what to do when a client sends screenshots.

    Published August 27, 2026collectionremindersrequest email

  2. Bookkeeping Task Management for Multiple Clients

    Bookkeeping task management for multiple clients: one board of recurring closes, statuses and due dates so every client's month is visible at a glance.

    Published August 25, 2026task managementworkflowdeadlines

  3. How to Train a New Bookkeeper on Client Files

    How to train a new bookkeeper on client files: a four-week plan from shadowing a close to running one, with review points and the documents they need.

    Published August 3, 2026traininghiringreview

  4. Bookkeeping Firm SOPs: Which to Write First

    Bookkeeping firm SOPs for intake, conversion, review, export and client questions: which to write first and how to keep each one short and current.

    Published July 29, 2026sopsproceduresoperations

  5. Client Folder Structure for Bookkeepers

    A client folder structure for bookkeepers: one tree per client for statements, exports, workpapers and letters, with a template you can copy for each client.

    Published July 5, 2026foldersfile organizationtemplates

  6. Bookkeeping Client Onboarding Checklist

    A bookkeeping client onboarding checklist: accounts to list, statements to request, rules to set up and access to agree in the first two weeks of work.

    Published May 30, 2026onboardingchecklistnew clients

  7. Bookkeeper Vacation Coverage Without Missed Closes

    Bookkeeper vacation coverage for a small practice: what to finish before leaving, what a backup can run, and how to tell clients who covers their books.

    Published May 17, 2026vacationbackupsmall practice

  8. Hiring a Bookkeeping Assistant: When and for What

    Hiring a bookkeeping assistant: the workload signs that say it is time, which client tasks to hand over first, and how to test a candidate on real statements.

    Published May 14, 2026hiringstaffingassistant

  9. How Many Clients Can a Bookkeeper Handle?

    How many clients can a bookkeeper handle? Work it out from transactions per client, hours per close and how much statement work is automated, with examples.

    Published April 28, 2026capacityworkloadhiring

  10. White Label Bookkeeping for CPA Firms: How It Works

    White label bookkeeping for CPA firms: how the arrangement runs, who talks to the client, how statements and reviews flow, and what to agree in writing.

    Published April 23, 2026white labelcpa firmspartnerships

  11. A Bookkeeping Quality Control Process for Firms

    A bookkeeping quality control process for firms: sample closed months, score errors by type, feed fixes back into rules and training across all clients.

    Published March 13, 2026quality controlreviewerror tracking

  12. Bookkeeper and CPA Collaboration Through the Year

    Bookkeeper and CPA collaboration: who owns which entries, how adjustments flow back into the books, and a shared calendar for each client you both serve.

    Published March 4, 2026cpayear endadjustments

  13. When to Fire a Bookkeeping Client

    When to fire a bookkeeping client: late statements every month, unpaid invoices, scope fights or risky requests, and how to end the work professionally.

    Published February 25, 2026client relationshipsengagementsoffboarding

  14. How to Scale a Bookkeeping Practice Past Ten Clients

    How to scale a bookkeeping practice past ten clients: standard processes, statement automation, a first hire and service tiers, in the order to tackle them.

    Published February 23, 2026scalingprocesseshiring

  15. Bookkeeping Client Offboarding Checklist

    A bookkeeping client offboarding checklist: final close, file handover, access removal, retention notes and the last invoice, so a client leaves cleanly.

    Published February 3, 2026offboardingchecklistclient exits

  16. Working With a Remote Bookkeeping Team

    Working with a remote bookkeeping team: hand off client statements, set review cycles and keep one shared status so work moves across time zones.

    Published January 5, 2026remote teamhandoffsreview

  17. Bookkeeping for Multi Entity Clients Without Mix-Ups

    Bookkeeping for multi entity clients: separate books per entity, intercompany transfers, shared expenses and a close order that keeps each entity correct.

    Published December 23, 2025multi entityintercompanyclose process

  18. Busy Season Staffing for Bookkeeping Firms

    Busy season staffing for bookkeeping firms: forecast the January to April load, move client closes earlier, bring in help and protect the review step.

    Published December 21, 2025busy seasonstaffingcapacity

  19. A Standard Chart of Accounts for Clients

    Build a standard chart of accounts for clients across the practice, so categorization rules, reports and reviews work the same way on every set of books.

    Published November 2, 2025chart of accountsstandardscategorization

  20. Time Tracking for Bookkeepers on Fixed Fees

    Time tracking for bookkeepers on fixed fees: why it still matters, what to track per client and task, and how the numbers show which closes run too long.

    Published October 31, 2025time trackingfixed feesprofitability

  21. Buying a Bookkeeping Practice: What to Check First

    Buying a bookkeeping practice: check client retention, workload per client and the state of each client's books before you agree a price or a handover.

    Published October 17, 2025acquisitiondue diligencepractice growth

  22. Selling a Bookkeeping Practice: Preparing the Books

    Selling a bookkeeping practice: how buyers value a client list, which records and procedures raise the price, and how to hand clients over without loss.

    Published October 3, 2025practice salevaluationclient transition

  23. Bookkeeping Team Roles: Who Preps, Reviews and Signs Off

    Bookkeeping team roles for a growing firm: who preps statements, who reviews categorized transactions, who signs off, and how permissions should follow.

    Published August 31, 2025team rolesreviewpermissions

  24. Client Segmentation for Bookkeepers by Workload

    Client segmentation for bookkeepers: group clients by transaction volume, accounts and responsiveness, then match each segment to a close schedule and staff.

    Published July 23, 2025segmentationworkloadscheduling

  25. Accounting Automation for Bookkeepers: Practice-Wide Wins

    Accounting automation for bookkeepers who run many client books: which practice-wide automations pay back first, and what to standardize before you start.

    Published May 29, 2025automationpractice managementpriorities

  26. Bookkeeping Practice KPIs Worth Tracking Monthly

    Bookkeeping practice KPIs worth tracking monthly: days to close, hours per client, review rework and statement lag, with how to measure each from your work.

    Published May 2, 2025kpispractice managementmetrics

  27. Onboarding Multiple Clients at Once Without Chaos

    Onboarding multiple clients at once after a referral wave or acquisition: stagger the starts, batch statement requests and set rules client by client.

    Published April 14, 2025onboardingbatch workcapacity

  28. Bookkeeping for Multiple Clients Without Mixing Books

    Bookkeeping for multiple clients without mixing their books: separate workspaces, client-specific rules and a weekly rhythm that keeps every client current.

    Published January 10, 2025multiple clientsweekly rhythmseparation