1. Rewrite Your Monthly Summary for Clients
We take your raw financial data or spreadsheet commentary and rewrite it into a clear, easy-to-understand summary (~300 words) for client-facing reports.
💡 Why It Matters:
Clients often don’t understand your language — but they do understand results and insights. This task bridges the communication gap and makes your work look polished.
📈 Value Delivered:
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Increases client satisfaction and confidence
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Reduces back-and-forth clarification emails
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Helps bookkeepers appear more consultative and professional
⏱ 45–60 min
2: Simplify Internal SOPs (One Section)
We’ll take one standard operating procedure (up to 300 words) and rewrite it in clear, step-by-step language suitable for junior staff or new hires.
💡 Why It Matters:
Clean SOPs reduce training time and minimize errors in recurring tasks.
📈 Value Delivered:
Makes your team more efficient
Supports onboarding and delegation
Reduces costly accounting mistakes
⏱ Time: 45–60 minutes
3: Draft a Client Response Email from Notes
Send us bullet points or rough notes, and we’ll turn it into a clear, client-ready email summarizing findings, recommendations, or next steps.
💡 Why It Matters:
Not all bookkeepers love writing — this gives you professional communication support without the struggle.
📈 Value Delivered:
Elevates your perceived professionalism
Strengthens client communication
Saves time when you’re under deadline
⏱ Time: 30–45 minutes
4: Create a Summary of 3 Key Metrics
We’ll take 3 raw KPIs or line items (with brief notes or spreadsheet context) and turn them into a short narrative (~200–250 words) explaining what they mean for the business.
💡 Why It Matters:
Clients value insights, not just numbers — this service gives your reports punch.
📈 Value Delivered:
Makes data more actionable for clients
Supports upsells into advisory services
Differentiates your practice from “just bookkeeping”
⏱ Time: 45 minutes
