ADMIN EATS BILLABLE HOURS
Scheduling, chasing signatures, and re-requesting the same document fill hours that partners could bill. The work is necessary; the person doing it is the expensive part.
For Accounting Firms
The admin nobody bills for lands on the person who costs the most.
Chasing a missing T4. Re-sending an engagement letter. Rescheduling the same client twice. None of it is hard, none of it is billable, and all of it lands on the person whose hour is worth the most.
Ops Desk moves that work onto a defined process instead of somebody’s memory.
See what it costs →Admin overload at an accounting firm is unbillable coordination work — chasing documents, chasing signatures, and rescheduling — absorbed by senior staff because no system owns it. It is reduced by moving each recurring step onto a trigger: a checklist sent on engagement, reminders sent on outstanding items, and scheduling handled without a phone call.
Why it matters
Here's where it actually shows up.
NOBODY OWNS THE FOLLOW-UP
Who chases an outstanding item depends on who has time that week. That is not a process, and it fails first in the weeks it is needed most.
THE SAME REQUEST, THREE TIMES
A client is asked for the same slip by email, then by phone, then by email again, because nothing tracks what is still outstanding on the file.
How it works
Four jobs Momentum does while you're doing yours.
Sends the intake checklist
The moment an engagement is confirmed, the client gets a list of what you need and a secure place to upload it.
Chases what is missing
Outstanding items get reminded automatically, on a schedule you set, until they land — without anyone re-reading the file.
Tracks signatures
Engagement letters go out for e-signature and their status is visible in one place, so nothing sits unsigned unnoticed.
Takes scheduling off the desk
Clients book their own slot from your real availability, with reminders that cut the reschedules that cause most of the churn.
You already know your billable rate.
Work out what the admin hours are costing at that rate.
$
$1,440
Momentum starts at $197 CAD/month
Weekly figure. Your own numbers, not an industry average.
How it runs
Step by step, what actually happens.
A document request, a signature, and a reschedule, from the point they are triggered to the point they close.
- 1ENGAGEMENT CONFIRMED
The checklist goes out
Client receives what you need and a secure upload link, without anyone drafting an email.
- 2STILL OUTSTANDING
Missing items get chased
Reminders continue on your schedule and stop the moment the document arrives.
- 3READY TO WORK
The file is complete
Signed letter, documents in, booking made — and the first anyone had to touch it was the actual work.
RUNS ON YOUR PLAN
Ops Desk
A defined set of recurring admin workflows taken off your plate and run on schedule.
From $197 CAD per month
Included in every Momentum plan.
No contractMonth to month
Optional: we build it for you — White-Glove Setup, $997 CAD one-time.
Inbox & request triageScheduling & calendar managementRecurring task automationWeekly ops summary
Works with your existing toolsNo new system to learnCancel anytimeSupport from a real team
Get Started30-day money-back guarantee*.
Built for real workflows
Why local businesses choose Momentum.
Runs on schedule
Not dependent on memory
Defined workflows
Not a guessing VA
Simple to run
Works with your existing tools
Backed by real people
Calgary-based support
Common questions
Frequently asked questions
No. It sits around it and handles the client-facing coordination — requests, reminders, signatures, scheduling — that practice management tools generally leave to a person.