For tax preparers, bookkeepers, and small firms
Run the whole year from one desk.
Season Ledger keeps your appointments, the paperwork you are still waiting on, your meeting notes, your billable hours, and the money still owed to you in one plain, quiet place.
Schedule
Book any day of the year
New clients get an hour, returning clients half of one, with a buffer between them and a daily limit on new faces. Busy April or quiet July, the rules are the same.
Paperwork
Know what you are chasing
Each meeting carries its own checklist of documents. At a glance you can see who is ready and who still owes you a W-2.
Time
Hours and what they are worth
Keep a job for each piece of work, log the time by hand or with the timer, and see what the job is worth as you go. Print a report for any date range. This side runs all year, not only January to April.
Who owes you
Balances that add themselves up
Outstanding money totals itself from the hours you have tracked and carries over from one year into the next. Open it to see who owes what, or print the whole list.
One desk, one or two chairs
This is not heavy practice-management software with a workflow to configure and something to learn on a Sunday. It is a plain ledger for people who meet clients across a desk in spring and keep the books the rest of the year. Work it alone, or invite an assistant or a second preparer to the same desk and decide what each of them can see.
Talk to a person
Season Ledger accounts are set up by hand, one firm at a time. Send a note and you will get a straight answer from the person who builds it.
Send a note