A CRM for bookkeepers that onboards monthly clients and gets statements in on time.
Bookkeeping runs on recurring clients and a steady flow of documents. Alcreo handles the work around the books: discovery calls, proposals, onboarding checklists, month-end reminders and recurring billing, so you spend your hours reconciling instead of asking.
You're good at the books. The asking, reminding and invoicing is what wears you down.
Most bookkeepers run lean, often solo or with a small team. These are the tasks that quietly fill the week:
New leads during close week
A business owner reaches out after a rough tax season, right when you're deep in month-end. A quick confirmation and booking link keeps them warm until you're free.
Onboarding that stretches for weeks
Bank feed access, logins, prior statements and payroll reports trickle in, and each missing item means another personal email.
The same request every month
A few days before close, you ask the same clients for the same receipts and statements. Some send them right away. Some need three reminders.
Billing by hand
Monthly invoices go out manually, a few clients pay late, and following up on a $400 invoice feels awkward.
Catch-up projects that end there
You finish an eight-month cleanup, the client is relieved, and the conversation about monthly service never happens.
Referrals left to chance
Happy clients know other business owners, but they rarely think to mention you unless asked.
The front office of a bookkeeping practice, handled
Most of this runs on its own once it's set up. You decide the timing and wording, and you can change either whenever your process changes.
Clear packages on your website
Pages for monthly bookkeeping, catch-up and cleanup, and payroll, with plain package descriptions so prospects know what to expect before the call.
Discovery calls on your schedule
Prospects book a 15-minute call and tell you about their accounts and software first, which helps you scope the work.
Onboarding checklists that follow up
New clients get a checklist and upload link for statements, logins and prior reports. Reminders go out every few days and stop when items arrive.
Month-end reminders
Before your close date, clients who still owe documents get a text and email with an upload link. Clients who already sent theirs aren't bothered.
Recurring billing by card or ACH
Monthly clients are billed automatically. One-off catch-up work can be invoiced with a pay link.
Proposals and service agreements
Send your package proposal and agreement for e-signature, and start onboarding when they sign.
From catch-up to monthly
When you mark a cleanup project complete, the client gets a short message about ongoing monthly service while the value is clear.
One inbox for client messages
Texts, emails and chat messages land in one place, with the client's history alongside, instead of across your phone and two email accounts.
Reviews and referrals
At good moments, clients get a review request and a simple way to introduce you to another owner.
From a restaurant owner six months behind to a first clean close
They're searching for help after their CPA asked for books that aren't ready. Here's how onboarding could go.
Prospects who aren't ready get a short educational series and a check-in before quarter end.
This is an illustration of how the system can work, not a specific customer's results.
- Day 1InquiryThe owner fills out your form and gets a text with a link to book a discovery call.
- Day 2Discovery callYou talk through a catch-up project and monthly options.
- Day 3Proposal signedYour package and agreement go out for e-signature. They sign that evening and pay the catch-up deposit.
- Day 4Checklist sentA checklist and upload link go out for statements, logins and prior reports.
- Day 11Still waiting on one bankReminders went out on days 7 and 10. The last statement arrives, and reminders stop.
- Month 2Monthly rhythmClose reminders, recurring billing and quarterly check-ins run on schedule.
Set up for the services you actually sell
Monthly books, catch-up projects and payroll each need a different rhythm.
Monthly bookkeeping
Predictable recurring revenue.
- Recurring billing by card or ACH
- Month-end document reminders
- Quarterly check-in scheduling
- Annual price-update notices
Catch-up and cleanup
High-value projects with a clear finish line.
- Scoped proposals with e-signature
- Deposits before work starts
- Progress updates by text
- Monthly-plan offer at the end
Payroll and add-ons
Extra services for existing clients.
- Payroll deadline reminders
- Sales tax filing nudges
- 1099 season reminders
- Add-on offers to monthly clients
The books stay where they are
The bookkeeping itself stays in your accounting software. Alcreo isn't a ledger, a bank feed or a receipt app.
What it replaces is the mess around the books: the inquiry in your personal inbox, the onboarding checklist in a spreadsheet, the reminder emails you rewrite every month and the invoices you send by hand.
Alcreo connects with QuickBooks for invoicing and payments, and with many other tools through Zapier. During setup we import your current clients so reminders and billing can start right away.
Is Alcreo a good fit for your practice?
It works best for solo bookkeepers and small firms with recurring monthly clients.
A good fit if
- You have monthly clients who send documents late
- You bill clients by hand each month
- You do catch-up work and want more of it to turn into monthly service
- You don't have a website, or don't like the one you have
Probably not the right tool if
- You need accounting or ledger software
- You want an AI tool that categorizes transactions
- Your practice management tool already handles onboarding and billing well
Keep bank statements out of text threads
Clients send you sensitive financial records. The setup keeps those in upload links, not message threads.
Uploads, not attachments
Clients send documents through an upload link, so statements don't sit in email attachments or text threads.
Consent on every form
Forms include clear, unchecked texting consent with links to your privacy policy and terms. STOP replies are honored automatically.
Registered business texting
We help you register your number for A2P 10DLC, which mobile carriers require for business texting from local numbers.
Policies that stay current
Growth includes an auto-updating privacy policy, terms and cookie consent for your website. On Launch it's a $20/month add-on.
This is general information, not legal advice. Talk to your own advisor about the rules that apply to your business and your state.
What your practice website could look like
A simple, professional site that explains your packages and makes a discovery call the obvious next step.
Pages for monthly bookkeeping, catch-up work and payroll help you show up for searches like "bookkeeper for small business in [your city]." Clear package language filters out poor-fit leads before they reach your calendar.
What happens after you sign up
You don't have to learn the software on your own. Here's what the first week looks like.
One onboarding call
We learn how your practice works today, which tools you're keeping and what to fix first.
Your website and phone number
We build your website or connect your current one. Keep your number by forwarding or porting it, or get a new local number.
Your contacts and starter setup
We import your contacts, load the standard pipeline and turn on the starter automations that fit. You can rename stages and edit messages any time.
Live in under a week, with support after
Most accounts are running in under a week, though texting registration depends on the carriers. After launch, support helps when you want to change something.
Plans for bookkeeping practices
Both plans are month-to-month, set up for you, and your first 30 days are free.
Launch
$497 setup · first 30 days free
- ✓5–6 page website with package pages
- ✓CRM, client pipeline and follow-up
- ✓Business texting, email and booking
- ✓Onboarding checklists, recurring billing and reviews
- ✓Unlimited AI agents (fair use)
- ✓Up to 5 users
- ✓Compliance add-on: +$20/month
Growth
$997 setup · first 30 days free
- ✓Up to 35-page SEO website with service and city pages
- ✓Catch-up, onboarding and referral campaign buildout
- ✓Everything in Launch
- ✓3 website edits every month
- ✓Unlimited users and priority support
- ✓Compliance included
Phone, texting, email and AI usage is billed separately based on what you use. If you cancel in the first 30 days, there's no monthly charge, but the setup fee isn't refunded. Moving from Launch to Growth costs the $500 difference in setup fees. Google ad spend is paid directly to Google. Google decides Local Services Ads eligibility for each business type and area.
AI for the routine work, with your team in charge
For a bookkeeping practice, AI earns its keep on the reminders and replies you write over and over. It drafts them; you decide what goes out. It doesn't touch the books.
You decide what AI handles. Anything that needs judgment, or a personal touch, stays with your team.
Describe a workflow in plain English
Type something like "three days before month end, text clients who haven't uploaded statements, then email two days later" and the AI builder drafts the automation. You review it, adjust the timing or wording, and turn it on.
An assistant for routine questions
AI agents can answer common questions, collect details and book appointments by chat or text, in many languages. You decide what they say and when a person takes over.
Help drafting messages
Draft reminders and replies faster, then edit them to sound like your business.
Help when you want to change something
We show you the AI tools during onboarding, and support can help you adjust an automation later instead of starting over.
Questions from bookkeepers
Don't see yours? Book a 15-minute call and ask us directly.
Does Alcreo replace my accounting software?+
No. The bookkeeping stays in your accounting software. Alcreo handles your website, inquiries, discovery calls, proposals, onboarding, reminders, billing and reviews.
How do month-end reminders work?+
Before your close date, clients who still owe documents get a text and email with an upload link. Reminders stop automatically when their files arrive.
Can I bill clients automatically every month?+
Yes. Clients can pay by card or ACH on a recurring schedule, and one-off projects can be invoiced with a pay link.
I'm a solo bookkeeper. Is this too much system for me?+
It's built for small practices. Most solo bookkeepers start with booking, onboarding checklists, month-end reminders and billing, and add more later if they want.
Does it work with QuickBooks?+
Alcreo connects with QuickBooks for invoicing and payments. Your bookkeeping work stays in your accounting software.
How long does setup take?+
Most businesses are up and running in under a week, starting with one onboarding call. Texting registration is approved by the mobile carriers, and their timing varies.
Can I keep my phone number and my current website?+
Yes. We can forward or port your number, or set up a new local one. If you like your current website, we can connect it to your account at the same plan price.
What does it cost, and what's billed separately?+
Launch is $297 a month plus a $497 setup fee. Growth is $597 a month plus a $997 setup fee. Both are month-to-month with the first 30 days free. Phone, texting, email and AI usage is billed separately based on use.
What happens if I cancel?+
Cancel in the first 30 days and there's no monthly charge, though the setup fee isn't refunded. After that there's no long-term contract. Closed accounts are paused for 30 days, and we'll send your contacts and website code on request. Your domain stays yours.
Other professional services businesses we set up
Related: CRM & pipeline · Automations · Business texting · Scheduling · Alcreo Payments · Compliance
Recurring clients, without the recurring chase.
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