Stop chasing clients for paperwork.
We request, follow up and organise the records your practice needs, so your team can spend less time on administration and more time on client work.
Keep client records moving
Missing paperwork can delay accounts, VAT returns and tax work while taking valuable time away from your team. ELJ Consulting provides a reliable outsourced follow up service for accountancy practices.
Less routine chasing
Clearer records
Professional client contact
Complete visibility
What we can help you collect
✔ Bank statements
✔ Sales and purchase invoices
✔ Receipts and expense records
✔ Payroll information
✔ VAT records
✔ Identification documents
✔ Other information required by your practice
How it works
01
Set up
You provide the client list, required records, deadlines and approved wording.
02
Contact
We send professional requests and follow ups by email, text message or telephone.
03
Track and organise
We record what has been received and identify outstanding items.
04
Update and handover
You receive progress reports and documents are transferred securely.
Clear responsibilities
ELJ Consulting provides client communication and records administration.
We do not provide bookkeeping, accounting, tax or legal advice.
Support tailored to your practice
Following a short discussion, we will provide a clear monthly quotation based on the support you require. No long term contract. No unnecessary extras.
Spend less time chasing paperwork.
Let ELJ Consulting manage routine client record requests and follow up, while your team concentrate on accounting and advisory work.