26d • Questions & Discussions
Never do this if you want to scale your bookkeeping practice beyond 5 clients…
3–5 Actionable Steps:
- Stop chasing docs through random texts or emails — it kills your time.
- Set up one secure intake form (Google Form, Jotform, or your portal).
- Train every client to use that form — no exceptions.
- Block out 1–2 hours weekly just for processing submitted docs.
Simple Example/Template: 👉 “Hey [Client Name], for all future months please upload docs directly here: [Insert Link]. This keeps everything secure and ensures your books stay up to date.”
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Never do this if you want to scale your bookkeeping practice beyond 5 clients…
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