Accountancy Practice Spreadsheet | Clients, Deadlines, WIP, Invoices & Profit Tracker

Run your accountancy or bookkeeping practice from one organised Excel system.

The BusinessOSLab Accountancy / Bookkeeping Practice OS is an instant-download Excel practice-management system designed for small accountancy firms, bookkeeping practices, independent accountants and growing finance teams.

Manage prospects, clients, onboarding, recurring services, deadlines, missing documents, workflow, WIP, invoices, debtors, staff capacity, client profitability and recurring fee income — all from one organised workbook.

WHAT’S INCLUDED

• Blank Excel workbook ready for your practice

• Filled example workbook showing the system in use

• Quick Start PDF guide

• README file

• 16 integrated practice-management sheets

16 PRACTICE MANAGEMENT SHEETS

Quick Start, Practice Settings, Services & Fees, Prospect & Lead Tracker, Client CRM, Client Onboarding, Recurring Services, Deadline Planner, Document & Information Requests, Workflow & WIP Tracker, Invoices & Accounts Receivable, Practice Expenses, Staff Workload & Capacity, Client Profitability, Recurring Revenue & Fee Base and Practice Dashboard.

BUILT FOR ACCOUNTANTS & BOOKKEEPERS

Use the system to manage:

• Prospects and lead pipeline

• Client records and entity details

• Estimated monthly and annual fees

• Client onboarding

• Engagement tracking

• ID / KYC and AML status records

• Monthly, quarterly and annual recurring work

• Internal and client deadlines

• Missing-document requests

• Client chase dates

• Workflow and WIP

• Budget vs actual hours

• Invoice tracking

• Accounts receivable

• Part payments and overdue balances

• Practice expenses

• Staff workload and capacity

• Client profitability

• Revenue per WIP hour

• Recurring fee income and practice KPIs

IDEAL FOR

Small accountancy firms, independent accountants, bookkeeping practices, virtual bookkeepers, tax and accounting practices, small finance teams and growing professional practices.

YOUR DOWNLOAD

• Populated Example Excel workbook

• Blank Excel workbook for your own practice

• Quick Start Guide PDF

• README with compatibility and licence information

COMPATIBILITY

Microsoft Excel .xlsx format. Best used in Microsoft Excel. Compatibility with Google Sheets, Apple Numbers or other spreadsheet applications is not guaranteed.

IMPORTANT

Digital download only. No physical item will be shipped. No subscription required.

This is a practice-management and organisational tool only. It does not calculate tax liabilities, prepare statutory accounts or tax returns, perform payroll or replace professional accounting, compliance or practice-management software.