The structure is the deliverable. The day in Fig. 01, the three problems and every question on this page are placeholder written to brand voice at realistic length — they are the shape a real firm's day and objections take, and they need Lourens's words and an accountant's ear before it goes live. No statistic on this page is ours and no client is named; the only fixed price is the real $49 platform one. Nothing here is advice about a compliance or filing obligation, and no sentence may become one.
You sell hours, or you sell judgement. Either way the day fills with the other thing: asking a client for the same document again, writing up work you already did, answering an inquiry a week late because a deadline came first.
Third email to the same client for the same bank statements.
Not billable. Never will be.
An hour of real work. It is not written down anywhere yet.
It goes on the invoice if you remember.
A referral emailed on Friday. You open it now.
They asked two other firms on Monday.
Deadline work. The inquiries queue behind it.
The queue is invisible until it is old.
Work signed off. Nobody asks how it went.
The next client reads someone else's page.
Five hours. Not one of them is billable. None of them are yours to fix either.
See what changes ↓You are not disorganised. You are the product.
A filing date does not move for an inquiry, so the inquiry waits — and a week later the person who sent it has already engaged someone who answered.
A fee depends on what is in the box, and the box arrives late, in pieces, in three different formats.
Work happens in a document, a call and an email, and none of them writes itself down — so what gets invoiced is what somebody remembered on Friday.
If you already have a practice manager whose whole job this is, the profession is not your constraint — start from what is broken instead.
The third email.
Reminders went on your schedule, with the list still outstanding.
An hour, unrecorded.
Logged against the client when you closed the task.
Friday's referral, Tuesday's reply.
Acknowledged in minutes, with two times to talk.
The invisible queue.
One list, oldest first, nothing sitting unseen.
No one asked how it went.
Asked the same week, while the work is fresh.
All five, handed over. The document chase first — every other hour here is waiting on a client who has not sent something.
You ask once. The reminder goes on the schedule you set, with the list of what is still outstanding, and stops the moment it arrives.
The referral, the website form, the voicemail, the email that came to your personal address — in order, marked with who is still owed an answer.
You send it once. Whether it has been signed is a column you can read, not a question you have to go and ask.
Nobody typed anything. The file landed, the list ticked, and you found out at lunchtime.
Most of what looks like a slow practice is a practice waiting on a client. Fix the waiting and half the rest stops being a problem.
If you are the only person who can do the work, a shared list and a reminder is the whole build. We will say so on the call.
Read every line before it goes out. We write them in your words for that reason, and you approve them before anything sends.
A partner or principal is still the one chasing clients for paperwork.
Enough inquiries that some wait a week. If none do, you do not have this problem yet.
Looking for something that files, submits or signs on your behalf. We move messages and documents; the professional work stays yours.
A firm whose ledger, practice software or document vault we would have to replace. We sit beside those, not on top of them.
We say which on the call, and we have said no.
One call about how a job actually runs in your practice, then we build it in the order above, write the messages in your words and hand it over. Quoted before it starts; the platform is yours after.
Wording tuned as you hear how it lands on clients, new request types added, the list watched, and a short monthly note on what sat waiting and what did not. Monthly, and it stops when you say.
Rather run it yourself? It all sits on Income Mavericks — $49 a month for the answering, the list and the chasing; $129 with reviews and marketing. Same system, you in it instead of us.
They still get you. What goes out without you is the chasing — send us the statements, here is what is still missing — which is not the part they value.
In your own Income Mavericks workspace, which only your firm can see, and we tell you exactly what is stored and where before anything is built. Whether that satisfies your professional body is a question for them, not for us.
No, and we would not build it if you asked. It moves messages and documents and keeps track of what is outstanding; every judgement stays with you.
No. Your ledger and your document system stay where they are; this sits beside them and handles the inquiries, the chasing and the follow-up.
An hour, early or late if that is easier. We say which of those hours we would take off you, and which we would leave.