Give recurring work an hours allowance
Set the service effort you plan to cover for the period.
Track time. Get paid.
Budgets for accountants and bookkeepers
Keep monthly client work within a visible hours allowance. Review bookkeeping effort before extra queries consume the time behind a fixed fee.
Free for 14 days — every feature, no credit card, no automatic charge.
Catch the blowout while you can still fix it.
See when queries use the buffer
Review actual hours before another request consumes the remaining allowance.
Discuss changes before renewal
Use recorded work when reviewing the next client engagement.
An hours budget supports service planning. It does not determine regulated fees or accounting treatment.
Get started with budgets
- 1Set the client period allowance
- 2Choose an hours alert threshold
- 3Review recurring work and queries
- 4Discuss the next engagement scope
Questions about budgets for accountants and bookkeepers
- Can I use recurring budgets for monthly bookkeeping?
- Yes. Set a recurring budget that matches the engagement period and retain previous history. Review the hours recorded each period before deciding whether the allowance or client arrangements should change.
- Does an hours alert mean the monthly client fee must change?
- No. Review the work behind the alert and your engagement terms. Discuss any scope or fee change with your client before applying it.
Try budgets on your next client project
Start free, set a project budget, and choose the first alert point.
Start free