Bookkeepers

Run Your Bookkeeping Business From One Organized Platform

Manage clients, monthly workflows, document requests, reminders, communication, invoices, onboarding, staff training, and follow-up from one connected workspace.

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Client CRM Monthly Workflows Document Requests Client Portal Invoices REVA AI

Bookkeeping Command CenterLive

38Monthly clients

24Open tasks

17Missing docs

Client work

Client messages9 new

Invoices due6

Recurring workflows38 active

Team & AI

Staff training88%

REVA: doc reminderAI

REVA: close checklistAI

Who it's for

Built for Modern Bookkeeping Businesses

Solo Bookkeepers

Stay organized, look professional, automate reminders, and manage every client from one place.

Bookkeeping Firms

Assign tasks, standardize monthly workflows, track staff activity, and manage client communication.

Virtual Bookkeepers

Collect documents, message clients, manage recurring work, and keep remote clients organized.

Fractional CFO Teams

Track client workflows, reports, meetings, document requests, and advisory follow-up.

Accounting Support Teams

Manage bookkeeping operations, client intake, monthly checklists, and internal handoffs.

Multi-Service Firms

Support bookkeeping, payroll coordination, tax prep support, consulting, and client service workflows.

Challenges

Bookkeeping Gets Messy When Client Work Is Scattered

Clients Forget to Send Documents

Bank statements, receipts, payroll reports, invoices, and missing items delay monthly close.

Monthly Tasks Are Repetitive

Recurring checklists, review steps, reminders, and approvals need to happen every month.

Communication Is Everywhere

Emails, texts, calls, portal messages, notes, and documents get disconnected.

Staff Need Clear Workflows

As the firm grows, everyone needs the same process for onboarding, monthly work, and follow-up.

Billing Gets Delayed

Invoices, recurring billing, payment reminders, and client balances need visibility.

Owners Lack Visibility

It is hard to see which clients are waiting, overdue, completed, or blocked.

Core platform

Everything Your Bookkeeping Business Needs Outside the Ledger

Better Sales Pro helps manage the client-facing and operational side of bookkeeping so your accounting software can stay focused on the books.

Bookkeeping CRM Track clients, businesses, contacts, owners, notes, communication, preferences, files, and relationship history. Monthly Workflows Create repeatable monthly checklists for bookkeeping tasks, document requests, reconciliations, reviews, and approvals. Document Collection Request bank statements, receipts, payroll reports, invoices, expense documents, and missing items. Client Portal Give clients a secure place to upload documents, message your team, view requests, sign forms, and pay invoices. Tasks & Reminders Assign recurring tasks, due dates, follow-ups, missing item reminders, review steps, and internal approvals. Communication Hub Keep emails, texts, calls, notes, messages, attachments, and updates tied to each client record. Invoices & Payments Send invoices, track balances, collect payments, and automate payment reminders. E-Signatures Collect engagement letters, service agreements, authorizations, acknowledgements, and internal approvals. Staff Training Create onboarding, SOPs, monthly close procedures, client service training, quizzes, and certificates. Marketing Automation Send newsletters, client reminders, referral campaigns, review requests, reactivation campaigns, and seasonal updates. Reporting Dashboard Track client status, missing documents, overdue tasks, invoices, revenue, staff activity, and workflow completion. REVA AI Draft client reminders, summarize conversations, create SOPs, build training, prepare checklists, and suggest next actions.

Monthly workflow

Standardize Every Monthly Close Workflow

Month StartsDocument Request SentClient Uploads FilesBookkeeping Tasks AssignedReview CompletedClient Report SentInvoice PaidNext Month Scheduled

Create repeatable workflows so every client follows the same clean process each month.

22Clients ready

16Waiting on documents

12In progress

8Under review

14Completed

4Overdue

Document collection

Stop Chasing Clients for Missing Documents

Request documents once, track what is missing, send reminders, and keep every file connected to the right client.

Missing item checklists

Secure client uploads

Recurring document requests

Automated reminders

File organization

Internal review tasks

Client portal access

Request status tracking

Bank Statement Received
Credit Card Statement Missing
Payroll Report Received
Receipts Missing
Sales Report Missing
Vendor Invoices Received
Loan Statement Missing
Mileage Log Missing

Communication

Keep Every Client Conversation Organized

Email

Send monthly reminders, missing item requests, client updates, newsletters, and invoices.

SMS

Send quick reminders for missing documents, approvals, meetings, and payment links.

Calls

Log call notes, outcomes, summaries, and next steps.

Portal Messages

Give clients one secure place to ask questions and respond to requests.

Notes

Store preferences, recurring issues, entity details, and bookkeeping-specific context.

Task History

See who asked for what, when it was due, and whether it was completed.

Client portal

Give Clients a Simple Place to Upload, Sign, and Pay

Upload documentsView missing itemsMessage your teamSign agreementsPay invoicesSee requestsAccess shared filesTrack next steps

Billing

Keep Bookkeeping Billing Connected to Client Work

Monthly invoices

Recurring service fees

Payment links

Outstanding balances

Overdue reminders

Payment history

Client receipts

Revenue reports

Automation

Automate the Repetitive Work That Slows Bookkeepers Down

Monthly document requestMonth begins → document request sent → reminder scheduled → task created if missing

Missing itemsDocument missing → client reminder sent → staff task created → manager notified

New client onboardingClient added → checklist assigned → engagement letter sent → documents requested

Payment reminderInvoice overdue → reminder email sent → SMS follow-up scheduled → task created

Review completedMonthly work marked complete → client update sent → invoice created → next month scheduled

Staff training

Train Your Team on Your Exact Bookkeeping Process

Build repeatable training programs for onboarding, monthly close procedures, client communication, file naming, review steps, and internal standards.

New hire onboarding

Monthly workflow training

Client communication scripts

SOP lessons

Review procedures

Quizzes and exams

Certificates

Staff progress tracking

Explore training platform

REVA AI

REVA AI Helps Bookkeepers Save Time

Draft missing document reminders

Summarize client calls

Create monthly close checklists

Turn SOPs into training

Draft client update emails

Generate newsletter copy

Suggest next actions

Build onboarding tasks

Create review checklists

Write payment reminders

“Write a friendly reminder for missing bank statements.”

“Create a monthly close checklist for a new client.”

“Summarize this client call into tasks.”

“Generate onboarding training for a junior bookkeeper.”

Reports

Know Which Clients and Tasks Need Attention

Clients by status

Missing documents

Overdue tasks

Workflows completed

Invoices outstanding

Revenue collected

Staff workload

Client response time

Review queue

Training completion

Use cases

Use Better Sales Pro Across Your Bookkeeping Business

New client onboarding

Monthly close workflows

Document requests

Missing item reminders

Client communication

Engagement letters

Invoice reminders

Review checklists

Staff onboarding

SOP training

Client newsletters

Referral campaigns

Review requests

Task management

Client portal updates

Before & after

Before and After Better Sales Pro

Before

Documents stuck in email
Clients forget monthly items
Tasks tracked in spreadsheets
Communication scattered
Billing disconnected
Staff follow different processes
Owners chase updates
Reporting is manual

After

Documents requested and tracked
Automated reminders sent
Recurring workflows organized
Client history centralized
Invoices connected to clients
SOPs and training built in
Dashboards show bottlenecks
Reports update in real time

FAQ

Bookkeeping Questions, Answered

Is Better Sales Pro good for bookkeepers?

Yes. Better Sales Pro helps bookkeepers manage clients, monthly workflows, document requests, communication, invoices, onboarding, training, automation, and reporting from one connected platform.

Does it replace QuickBooks or Xero?

Better Sales Pro is not positioned as a replacement for accounting software like QuickBooks, Xero, or tax preparation systems. It helps manage the operational side of your bookkeeping business, including CRM, communication, document collection, workflows, tasks, client portals, invoices, training, automation, and reporting.

Can I manage monthly bookkeeping workflows?

Yes. Create repeatable monthly checklists for document requests, bookkeeping tasks, reviews, approvals, client updates, and next-month scheduling.

Can clients upload documents?

Yes. Clients can upload bank statements, receipts, payroll reports, and other files through a secure client portal tied to their record.

Can I request missing items?

Yes. Send missing item checklists, track what is still needed, automate reminders, and keep request status visible for your team.

Can I automate reminders?

Yes. Automate monthly document requests, missing item reminders, payment reminders, review updates, and follow-up tasks.

Can I send invoices and payment links?

Yes. Send monthly invoices, recurring service fees, payment links, overdue reminders, and track balances connected to each client.

Can I use a client portal?

Yes. Give clients a secure place to upload documents, view missing items, message your team, sign agreements, and pay invoices.

Can I train staff inside the platform?

Yes. Build onboarding, monthly close procedures, client communication scripts, SOP training, quizzes, certificates, and progress tracking.

Can REVA AI help write client reminders?

Yes. REVA AI can draft missing document reminders, client update emails, payment reminders, monthly checklists, onboarding tasks, and meeting summaries.

Can this work for solo bookkeepers and firms?

Yes. Better Sales Pro works for solo bookkeepers, virtual bookkeepers, bookkeeping firms, fractional CFO teams, and accounting support businesses.

Can I schedule a demo?

Yes. Schedule a demo to see how Better Sales Pro helps bookkeepers organize clients, monthly workflows, documents, communication, and billing from one platform.

Ready to Organize Your Bookkeeping Business?

Bring your clients, monthly workflows, document requests, communication, invoices, training, automation, and reporting into one connected platform.