You're a Bookkeeper.
Not a Babysitter. 

Episode 0: What to Expect and How to Get the Most Out of This Series 

If you've ever felt like a nag for asking clients to do the bare minimum, this episode will set you free. This episode shows you why this struggle is so universal, what it's actually costing you, and why fixing your process (not working harder) is the solution. By the end, you'll finally stop blaming yourself and see this for what it really is: a solvable system problem.

Episode 1: The Proven Process for Getting What You Need From Clients

This is where we show you the complete 4-step process we use to get client information on time, every time. You'll see how the same framework works for onboarding, month-end, cleanups, and year-end—so you're not reinventing the wheel for every scenario. By the end, you'll understand why onboarding doesn't have to take months and how having a clear roadmap changes the way you operate your firm.

Episode 2: Step 1: Figure Out What You Need From Clients 

You can't get what you need if you don't know what you're asking for. This episode teaches you how to create a running log of missing information so nothing slips through the cracks and how to write requests so specific that clients send the right files the first time. No more "Oh, I thought you meant..." or screenshots when you needed PDFs. Just clear, actionable requests that eliminate confusion.

Episode 3: Step 2: Figure Out When You Need It From Clients

If clients treat your requests like suggestions, this episode is your fix. We're teaching you how to phrase deadlines so they're clear and firm—and what to do when clients miss them anyway. You'll learn how to build realistic timelines that work for your team and your clients, and how to keep projects moving forward even when someone's running behind. This is how you close month-end on time, every time.

Episode 4: Step 3: Compile and Send Requests to Clients

You're wasting time reinventing every request from scratch. This episode teaches you how to create plug-and-play templates for onboarding, month-end, cleanups, and more so you (or your team) can send clear, professional requests in minutes instead of hours. You'll also learn tricks on how to eliminate repetitive questions and make each request feel personalized without the manual work.

Episode 5: Step 4: Review What Clients Have (and Haven’t) Submitted

Getting documents is only half the battle, knowing what to do with them is the other half. This episode walks you through reviewing submissions, catching errors before they become problems, and keeping a clear record of what's still missing so you can follow up strategically (not frantically). You'll finally stop wondering "did we get that?" and start knowing exactly where every client stands.

Episode 6: How to Keep Projects Moving When Clients Don’t Respond

This is the episode that changes everything mentally and emotionally. You'll learn how to stop feeling like you're "bothering" clients when you follow up, let go of the guilt when they don't respond, and remember that you're not a babysitter, you're a professional service provider. We'll show you how to keep your workflow moving even when clients drop the ball, because their lack of urgency doesn't have to stall your entire firm.

Episode 7:  How to Finally Stop Chasing Clients for Good

You've learned the framework—now it's time to see how to actually implement it without adding more manual work to your plate. This episode introduces you to the tools and systems that let you automate client requests, reminders, and tracking so you're not the one doing the heavy lifting anymore. We'll show you what's possible when you stop chasing manually and start letting technology do it for you. And if you're ready to plug everything in and go, we'll tell you exactly how.