Each client: entity type, fiscal year, services retained (bookkeeping / tax / payroll / advisory). Monthly close checklist per client. Quarterly estimated-tax deadlines. Annual 1099 + W-2 filing workflows. Per-client profitability (hours worked vs fee). For bookkeepers who serve small businesses.
Per client: LLC / S-corp / sole prop, fiscal year end, EIN, filing deadlines auto-calculated, engagement letter on file.
Standard close checklist per client. Bank rec, card rec, expense categorization, income recognition, payroll reconciliation. Bulk-due date view for end-of-month grind.
940/941 quarterly, annual 1099/W-2, state withholding, estimated tax, sales tax. Per-client + per-deadline calendar.
Per-client hours logged. Fee vs hours math. Spot clients you're under-charging. Rate-adjustment conversations backed by data.
Document upload (receipts, invoices, bank statements). Secure transmission. Status visible to client (awaiting docs / in progress / ready for review).
Flask + SQLAlchemy. Your client list + financials stay on your server. No platform monetizing aggregated bookkeeping data.
Hosted plans are early-access. Self-host today; email tim@dangercorn.net to join the waitlist.
accountingdesk is one of 220+ verticals scaffolded from the same template. Each gets a working skeleton for free; individual ones get promoted to full products as demand surfaces.