Stop chasing bookkeeping clients for bank statements

For solo and small practices. Pull first. Chase only what’s left.

If your month-end still starts with “Can you send statements?”, the bottleneck usually isn’t motivation — it’s access design. Most banks won’t let software override their permissions. So the winning pattern is: you pull what you can, and clients only send what you truly can’t reach.

Plan A — pull

Onboarding video call: set QBO/Xero feeds and/or read-only bank access on screen
Account inventory: one row per bank/CC/loan with access status
Mark pullable accounts N/A for chase

Plan B — phased chase

Day 0: only accounts you can’t pull + payroll/access confirmations
Day 3 / 7 / 10: only unchecked line items, named with period
Never re-send the full 12-item bomb
Close gate: billable work starts when every required line is Received or N/A

Grab the free phased monthly-close checklist, or join the CloseReady early-access waitlist for the full intake + monthly ask kit.