Notes for accounting firms
Short, practical pieces on client work, deadlines and running a practice.
Client onboarding checklist for accounting firms
A step-by-step onboarding checklist for new accounting clients: what to collect, what to agree, and how to set up recurring work in the first 30 days.
4 min readHow to choose practice management software for an accounting firm
A plain rubric for choosing practice management software: what it is and is not, eight questions to ask, and how to run a fair two-week trial.
3 min readSpreadsheet or software: how to track client deadlines
When a spreadsheet is enough to track client deadlines, the signs it is time to move, and how to switch without losing a week.
3 min readAI in an accounting practice: what to draft, what to confirm
A practical line between what AI may draft for an accounting firm and what a person must confirm, with questions to ask a vendor and a one-page policy to copy.
3 min readLithuania tax calendar 2027: a firm's working plan
Build a Lithuania tax calendar for 2027 with separate filing, payment and client cut-off dates, official sources and a monthly control checklist.
4 min readFR0600 and i.SAF: a monthly VAT workflow
A practical FR0600 and i.SAF workflow for Lithuanian accounting firms: collect documents, reconcile differences, review returns and keep filing evidence.
3 min readLithuania payroll: SAM and GPM313 workflow
Organise Lithuanian payroll with separate accrual and payment records, SAM and GPM313 checks, client approvals and clear evidence for each monthly task.
3 min readAnnual compliance calendar template for firms
An annual compliance calendar template for accounting firms: recurring work, annual accounts, client obligations, review capacity and a quarterly maintenance routine.
3 min readi.SAF checklist: review the invoice register
An i.SAF invoice-register review checklist: duplicates, period selection, VAT classification, reconciliation and the evidence to keep after submission.
3 min readMonth-end close checklist for accounting firms
A month-end close checklist for client accounting: completeness, reconciliations, review, unresolved items and a clear handoff to reporting and filing.
3 min readAnnual accounts preparation checklist: Lithuania
Prepare annual accounts with a clear evidence list, balance reconciliations, review and approval stages, and a separate registry submission handoff.
3 min readAccounting client handover checklist
An accounting client handover checklist covering open periods, deadlines, reconciliations, access, client communication and acceptance by the next accountant.
3 min readLate client documents: a cut-off workflow
Handle client documents arriving after cut-off with a receipt record, impact review, clear client wording and a controlled correction or carry-forward process.
3 min readBank statements and supporting documents: a guide
Reconcile bank statements and supporting documents without counting duplicate exports or treating every payment as an invoice gap. Includes a worked example.
3 min readAccounting firm capacity planning: a worked example
Calculate accounting firm capacity using available hours, recurring demand and separate review time. Includes a worked example and a weekly planning checklist.
3 min readPlan your accounting team's deadline week
A deadline-week workload plan for accounting teams: readiness checks, reserved review slots, client blockers and a daily meeting that produces decisions.
3 min readHow to price accounting services with fixed fees
Build fixed fees for accounting services from scope, time and delivery cost. Includes a margin calculation, package boundaries and a review checklist.
3 min readAccounting client profitability: calculate it
Calculate an accounting client's contribution using fees, tracked delivery time and attributable costs, then distinguish it from net profit and cash collection.
3 min readUtilization and realization: accounting firm guide
Understand accounting firm utilization, billing realization and collection realization with clear denominators, a worked example and fixed-fee limitations.
3 min readAccounting fee increase letter: a clear template
An accounting fee increase letter template with scope, old and new fees, effective date, VAT wording and a practical checklist before you send it.
3 min readTaxDome alternatives for European accounting firms
Compare TaxDome alternatives for European accounting firms by recurring work, email, client requests and migration needs, with sources and Claister's limits.
3 min readKarbon alternatives for small accounting firms
Evaluate Karbon alternatives for a small accounting firm by email ownership, recurring work, review capacity and migration effort, with official sources.
4 min readFinancial Cents alternatives for mixed-ledger firms
Evaluate Financial Cents alternatives for firms using several ledgers. Understand its Xero connection, define integration needs and test recurring client work.
4 min readAccounting scope creep: approve extra work clearly
Control accounting scope creep with a change-request record, a client approval template, urgency triage and a clear link between work, fees and deadlines.
3 min readHow to request documents from clients, and chase them without nagging
A request and follow-up routine for accounting firms: what to ask for, when to chase, and three messages you can copy.
6 min readDocument request list template for accounting clients
Three document lists you can copy for accounting clients: monthly bookkeeping, VAT and year-end, plus how to adapt them.
3 min readClient work: onboarding, documents and handovers
Build an accounting client workflow: agree responsibilities, request the right documents, handle late inputs and transfer work with evidence.
Read the guideAccounting processes: monthly work to annual accounts
Connect document collection, VAT, i.SAF, payroll, bank reconciliation and closing into a reviewed accounting cycle for Lithuanian firms.
Read the guideAccounting firm capacity, fees and profitability
Plan preparation and review capacity, measure client economics, define fixed-fee scope and handle price changes with clear evidence.
Read the guideChoosing accounting practice management software
Compare accounting workflow software using real tasks: requests, recurring work, review, time and client access. Explore alternatives and AI boundaries.
Read the guideEvery request, on every client's record
One place for what you asked, when, and what came back.