The challenge: Your Books Matter was juggling clients manually—onboarding, reminders, and document requests all required repetitive back-and-forth communication, pulling focus away from actual bookkeeping. What we delivered: We introduced automated onboarding, recurring task reminders, SMS alerts for document deadlines, and a customized client portal for uploads and communication. The outcome: Their admin workload dropped by more than half, no-shows disappeared, and clients described the new system as “unusually smooth for a bookkeeping firm.”