Monthly bookkeeping
A recurring task per client with the steps you actually follow: bank feeds, reconciliations, queries, review and client pack.
Monthly bookkeeping checklist →For UK bookkeepers
Practice management software for bookkeepers
Dozens of clients, the same monthly and quarterly jobs, and someone always late with their statements. Remindoo puts every client's bookkeeping, VAT quarter and record chase on one board, so nothing waits in your head.
Unlimited users · Per-client pricing · Works alongside Xero, QuickBooks and FreeAgent
Bookkeeping workflows in Remindoo
VAT quarters and MTD
Each client's VAT stagger sits on the board with its internal cut-off, so returns are prepared before the deadline week.
VAT return workflow →Chasing records
Automatic reminders ask for statements, receipts and invoices, and stop once the client has uploaded them.
Automated reminders →Onboarding and AML
Proposal, engagement letter, digital ID check and risk assessment in one flow for every new client.
Built-in AML checks →Client portal
Clients upload documents and see requests in one place instead of scattered email threads.
Client portal →Team visibility
See what each bookkeeper has on, what is waiting on the client and what is overdue.
Task management →Bookkeeping problems Remindoo solves
Common problems we hear, with how Remindoo handles each one.
Jobs live in spreadsheets, emails and people's heads
Quick and detailed task creation, Smart Task Card
The same year-end jobs are set up by hand every year
Recurring tasks, task and subtask templates
Staff skip steps and quality varies between preparers
Checklists for tasks, service checklists
Onboarding takes weeks of back-and-forth
Client onboarding, client journey, document portal
Client data is scattered across systems
Centralised client information, client card, client notes
Companies House dates are keyed in by hand and get wrong
Companies House sync, bulk sync
Client emails sit in personal inboxes
Connect inbox, link emails to clients
Staff can't discuss emails privately
Internal notes on emails
Guides for bookkeepers
How do you set up recurring tasks in an accounting firm?
Set up recurring tasks by listing every repeating service per client, giving each a frequency, owner, internal deadline and statutory deadline, and attaching a standard template of subtasks.
How should accountants use automated client reminders?
Accountants should use automated client reminders to request records and warn of deadlines on a set schedule, starting well before the internal deadline and increasing in urgency.
What should a client onboarding checklist for accountants include?
A client onboarding checklist for accountants should cover identity and AML checks, a client risk assessment, a signed engagement letter, professional clearance, HMRC agent authorisation, collection of prior-year records and set-up of every recurring service and deadline.
Bookkeeper questions
What does a bookkeeping practice need from practice management software?
Bookkeepers run the same monthly and quarterly jobs for many clients, so the essentials are recurring tasks per client, reminders that chase bank statements and receipts, a VAT and MTD view by quarter, and one place for client documents.
Does Remindoo do the bookkeeping?
No. You keep Xero, QuickBooks or FreeAgent for the books. Remindoo manages the work around them: schedules, chasing, deadlines, onboarding, AML and client communication. It does not file VAT returns.
Can I set monthly and quarterly jobs per client?
Yes. Recurring tasks and service templates put each client's monthly bookkeeping and VAT quarter on the board automatically, with internal and external deadlines.
How is it priced for a small bookkeeping firm?
Per active client with unlimited users, from a single client. Adding a part-time bookkeeper never adds a licence. See the pricing page for current rates.
Do I need to be supervised for AML as a bookkeeper?
Bookkeepers offering services in the UK must be supervised for anti-money laundering, for example by a professional body such as ICB or AAT, or by HMRC. Remindoo's built-in digital ID checks and risk records support your AML file, but supervision itself is your responsibility.
Built for UK practice growth
Every deadline. Every client. One system.
60-day free trial + free data migration + a free onboarding call
We move your clients, contacts, services and deadlines across for you, then walk your team through setup.
Why recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
Related Remindoo features
Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
