QuarterLink
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QUARTERLINK FOR BOOKKEEPERS

The books you know.
A clearer next step.

Prepare your clients’ spreadsheet figures for quarterly review. Map the relevant totals, resolve warnings and keep the source records close at hand.

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£19 /month or £190/year

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  • 10 client workspaces
  • Source figures close at hand
  • Preparation for client review

A FAMILIAR FILE. A CLEAR NEXT STEP.

From client records to a clearer review.

A repeatable preparation process for the spreadsheets you know and the clients who rely on you.

  1. A bookkeeper selects one client folder and imports its spreadsheet into the matching workspace.

    Start with a client’s file

    Bring a supported Excel or CSV file into the right client workspace, keeping their records separate.

  2. A calculator checks a client spreadsheet and examines a highlighted warning.

    Prepare and check

    Map the source figures, work through warnings and check the totals against the client’s records.

  3. A preparer hands the source spreadsheet and summary to a reviewer in an open client folder.

    Prepare for review

    Keep the figures and source records ready for the appropriate reviewer. Client authority determines who can act.

YOUR NEXT STEP

The books you know. Room for your clients.

Discuss a bookkeeper account for your client list, the files you prepare and who will review each update. Account permissions and client authority determine who can act.

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FOR THE BOOKS YOU KEEP

Bookkeeper

£19/monthor £190 billed annually
  • 10 client workspaces included
  • Supported Excel and CSV imports
  • Source mapping and quarterly review

Contact us to discuss your professional account, client workspaces and team requirements.

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