Stop rewriting the same client document chase every month.
Copy-ready request emails, reminder sequences, a missing-document tracker, and a simple SOP for bookkeeping firms that keep waiting on statements, receipts, payroll notes, and owner answers.
The first purchase should be useful immediately.
The custom $250 workflow map is still available, but the catalog is the easier starting point. Get the wording and tracker first. If your chase is still stuck, buy the custom map next.
For monthly close
Ask for statements, receipts, card details, payroll notes, and owner answers without writing a new email from scratch.
For cleanup work
Start a cleanup project with a clear request list and a plain boundary when missing documents block progress.
For internal tracking
Use the CSV tracker to see who owes what, why it matters, when to remind, and when to pause a blocked item.
Upgrade only when a template is not enough.
The kit is the first step. The custom services stay available for firms that want the chase mapped or cleaned up around their actual workflow.
Stuck Workflow Map
$250 one-time. Nudge maps one stuck client-document chase and returns the request sequence, reminder wording, breakpoints, and handoff plan.
Buy the $250 mapCleanup Request Pack
$500 one-time. Includes the workflow map plus request/reminder template set, cadence, escalation checklist, and staff SOP handoff notes.
Buy the $500 packWhat Nudge does not need.
No client files, no client names, no accounting-system access, no credentials, no contact with your clients, and no tax or accounting advice.
Delivery promise for custom work
For the $250 and $500 custom services, delivery is due within three business days after complete, safe intake. If Nudge misses that deadline before sending the deliverable, the payment is automatically refunded.
| Good fit | Not a fit |
|---|---|
| One repeated chase blocks monthly close or cleanup work. | You need accounting, tax, payroll, legal, or compliance advice. |
| You want wording, tracker fields, and a plain follow-up sequence. | You want someone to log into QuickBooks, Xero, your portal, or your mailbox. |
| You want a small tool you can edit today. | You want a recurring service or a full software platform. |