Accounting operations

Accounting firm drowning in client chase-ups?

Client onboarding checklists, document collection, and internal workload views, without a giant practice management rollout.

Clear scope and price band before work starts

Common situations

Clients send files in random channels

Onboarding steps not visible to the team

Partner asks for WIP numbers you compile manually

Same client questions every season

Dashboards with clear owners and KPIs

Automations that replace copy-paste steps

Lead capture and follow-up workflows

AI chat assistants for FAQs and enquiries

Weekly reporting packs that run themselves

Defined Deliverables

SCOPE EXAMPLE

01 / Current Situation: Client files arrived by email, WhatsApp, and USB stick.
02 / OpsPatch Build: Onboarding checklist + automated client chase for missing docs.
03 / Delivered Handover: Forms + reminders + partner WIP view.

SCOPE EXAMPLE

SCOPE EXAMPLE

01 / Current Situation: No live view of who was blocked waiting on client.
02 / OpsPatch Build: Client status board: waiting on client / in progress / filed.
03 / Delivered Handover: Kanban sheet + daily stand-up dashboard.