Accounting & bookkeeping firms · Bookkeeping services
Get receipts and uncategorized transactions answered by clients without endless emails, close each month on a checklist, and send owners a plain summary.
Where time leaks
Patterns we see in this industry. Your workflow will differ; discovery confirms which ones apply.
Each client has a pile of uncategorized transactions that need a client answer.
Receipts are missing for many expenses.
Month-end close steps differ by client and are tracked in spreadsheets.
Clients rarely read financial statements.
New clients arrive with months of catch-up work, missing bank statements and no clear list of who owes what.
Named for compatibility only. No partnership or endorsement implied; we confirm API access for your plan during discovery.
Automation recipes
Trigger → steps → outcome. Each one is a scoped, fixed-price build.
Trigger Uncategorized transactions after bank feed sync
Outcome Faster categorization
Typical stack: QuickBooks Online or Xero
Trigger Expense over your threshold has no receipt
Outcome Better records
Typical stack: Dext or Hubdoc
Trigger First business day of the month
Outcome Consistent closes across clients
Typical stack: Karbon or Financial Cents
Trigger Close complete
Outcome Owners understand their numbers
Typical stack: Accounting data, email
Trigger New client signed for catch-up bookkeeping
Outcome Catch-up projects start faster and end on time
Typical stack: Client portal, task list
Interactive
Pick what starts it and what should happen next. Your workflow assembles live below. This is a planning tool; we confirm what your tools support during discovery.
Your workflow
Planning previewAdd at least one step on the left.
Tap "Start a missed call" and reply as the customer. Runs in your browser.
Incoming call…
Nobody can answer right now
Move the sliders to match your business.
Est. recovered / month
Est. per year
missed → re-engaged → won per month
Estimate = leads × missed % × re-engaged % × close % × deal value, using only the numbers you entered. Not a guarantee; excludes software and build costs.
Plan my text-back automationStep through "Transaction questions" one stage at a time. Click any step.
ROI estimate
Preset for a small team. Change the numbers to match your business.
How we implement
We start with your client list, close checklist and bookkeeping software. We roll out by client tier, starting with your largest monthly clients, and adjust the question wording after the first close so clients find it easy to answer.
Discovery call: We walk through your current process and tools (free, 30 minutes).
Workflow map & fixed quote: Written scope, software costs listed separately, compliance notes included.
Build in a test environment: Your accounts, test data first, then a supervised pilot.
Handover: Documentation, training and an optional support plan.
General information, not legal advice. Confirm requirements with your own counsel or compliance officer.
Want these automations running in your business?
Tell us your tools and the one task you'd remove first. We reply with a plan.
The broader playbook for the whole trade, including recipes that apply across specialties.
AI automation for Accounting & bookkeeping firms →FAQ
Tax preparation
Get every client's W-2s, 1099s and K-1s in before the crunch, chase missing items automatically, and keep clients updated on return and e-file status.
CPA firms
Send engagement letters and PBC lists at the start of each engagement, track every client deadline, and keep partners free of status-chasing.
Free tools: ROI calculator · AI readiness assessment · Experience Lab
Next step
Two short steps. We reply by email, usually to set up a 30-minute discovery call.
What happens after you submit
We read it personally
A person reviews your note. No automated sales sequence.
We reply by email
Usually with 2–3 clarifying questions and times for a 30-minute call.
You get a written plan
Workflow map, fixed quote and listed software costs before any build. No obligation.
Prefer to talk? Call (214) 891-5650 or email info@fullstopsolutions.com.
Not ready to talk? Try the ROI calculator or readiness check. No email needed.
