Practice Management Software for Bookkeeping Firms
Run monthly close for every client on one schedule: recurring workflows, document chasing, client portal and capacity. Built for US bookkeeping firms.
Bookkeeping firms run the same close for every client every month, so the constraint is throughput rather than deadlines. Remindoo templates the monthly close, regenerates it per client per period, chases missing records automatically through the client portal and shows capacity by team member.
Last updated: 2026-09-16 · Reviewed by Waqas Sagar ACA FCCA, founder of Remindoo and Managing Director of Accotax.
Key facts
- Monthly close built once as a template and regenerated per client, per period.
- Missing-record chasing handled by automated reminders on open requests.
- Capacity visible per team member, so client loads can be balanced deliberately.
- Time captured per client to identify clients whose fee no longer matches the work.
- Priced per client per month, not per user — every plan includes unlimited users.
- US pricing is $0.90 per client per month on Core and $1.00 per client per month on Growth, with 10% off when the year is paid upfront.
Monthly volume, not annual deadlines
A bookkeeping firm's risk profile is different from a tax firm's. There is no single cliff edge in April; there is the same close repeated forty or two hundred times a month, and the danger is drift — a couple of clients slipping a week, then two weeks, until a quarter-end arrives with three months unreconciled.
That makes recurrence and visibility the whole game. Work has to appear automatically at the start of each period with an owner already attached, and a manager has to be able to see at a glance which clients are behind schedule this month rather than which are technically overdue.
The close as a template
Most bookkeeping firms can express their close in six or seven steps:
- Request outstanding records, receipts and statements
- Import and categorize transactions
- Reconcile bank, card and merchant accounts
- Review control accounts and clear the suspense account
- Prepare the management summary
- Internal review
- Deliver to the client and flag anomalies
Pricing that fits a bookkeeping firm's economics
Bookkeeping firms carry more staff per dollar of revenue than tax firms, so per-user software pricing is proportionally more painful and often forces firms to keep offshore or part-time staff outside the system. Per-client pricing inverts that: at $0.90 per client per month on Core, the cost tracks the thing that actually drives your revenue, and everyone who touches the work can be inside the system.
Frequently asked questions
Is Remindoo bookkeeping software?
No. Remindoo does not do the bookkeeping — you keep QuickBooks Online, Xero or whatever ledger you use. Remindoo manages the firm's process around it: the recurring close workflow, ownership, deadlines, client requests, documents, time and reporting.
How do we handle clients who send records late every month?
Put the record request in the portal as a tracked item and let it chase automatically while it is outstanding. You also get a clean history of what was requested and when, which is what makes a fee conversation about persistent lateness possible with evidence rather than impressions.
Can we see which clients are behind this month?
Yes. Because the close regenerates per client per period with expected dates, a view of in-progress and behind-schedule clients is available at any point in the month rather than only once something is formally overdue.
Does it work for offshore or part-time teams?
Yes, and per-client pricing with unlimited users means there is no cost reason to leave part-time or offshore staff out of the system. Work assignment, templated steps and time capture apply the same way regardless of where the team member sits.
Can we tell which clients are unprofitable?
Time captured against each client's recurring work gives you actual hours per close, which can be compared with the monthly fee. Firms usually find a small number of clients absorbing a disproportionate share of hours, most often because of how records arrive.
What does it cost for 120 clients?
At 120 clients, Core is $108 per month and Growth is $120 per month, with unlimited users. Paying the year upfront takes 10% off and locks the rate to that client count, with up to 10% client growth during the year included.
Related for US firms
Accounting workflow software
remindoo.io/us/workflow-management
Remindoo for CAS firms
remindoo.io/us/cas-firms
Accounting practice management software
remindoo.io/us/practice-management
Competitor pricing referenced across the US section was read from each vendor's published pricing page on September 16, 2026. Check directly with any vendor before deciding.
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