Industries · Accounting and bookkeeping
Deadline season is mostly chasing. She does the chasing.
Document collection, client reminders and onboarding, without a partner writing another follow-up.
The work is not the hard part; extracting records from clients is. She runs the chase — what is missing, from whom, how long it has been outstanding — with the politeness of a first reminder and the persistence of a fourth, and stops the moment something arrives so nobody is nagged for a document they already sent.
Around the deadlines she handles the steady traffic: booking the year-end call, confirming what to bring, onboarding a new client through the same questions every time so nothing is missed on the one occasion somebody is rushing. Anything that goes to a client in your name is drafted and held for approval, because a practice's reputation is built largely on the tone of its letters — and that stays yours.
What she does in the first week
- Chases outstanding records, politely and persistently
- Stops chasing the moment something arrives
- Books year-end and planning calls
- Onboards new clients through a consistent checklist
- Drafts client emails for your approval
Works with what you already run
Running software built just for you? She can read that too, through your own API — read-only, and only the parts you list. What your developer builds.
Nothing reaches your customers until you have approved it. She drafts, books and prepares; anything going outside waits in Needs you until you say yes. Answering the phone is the one exception — that is the job.
Other industries
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A configured pilot, two weeks of shadow mode, nothing sent without your approval.