Accounting Services

About

Accounting relies on precision, compliance, and timely reporting. But too often, firms are buried under manual data entry, endless spreadsheets, disconnected software, and repetitive tasks.

Proprium helps accounting firms, bookkeepers, and finance teams streamline their operations with workflow automation, smarter software setups, and ongoing system support.

From client onboarding and document management to invoicing, reconciliations, and compliance tracking, we build systems that cut manual work so you can focus on higher-value finance services.

What We Do For Accounting Services

Our consulting and implementation services address the biggest bottleneck in accounting firms:

• Manual client onboarding and proposal management

• Disconnected tools for project, document, and workflow tracking

• Time lost on data entry and reconciliation

• Difficulty generating accurate, real-time reports

• Compliance processes slowed down by outdated systems

We design lean, automated workflows that keep firms compliant, efficient, and profitable.

Core Services

Consulting & Strategy

We'll identify inefficiencies in your current setup and map out sclabale workflows that support long-term growth.

Digital Transformation Projects

Implement no-code platforms like SmartSuite, ClickUp, HubSpot, or Airtable to gain better process control and visibility.

Operations & Automation

Automate invoicing, reminders, reconciliations, and reporting so your team spends less time on manual tasks and more on high-value work.

Maintenance & Support

We ensure ongoing reliability across your accounting tools and automations with proactive monitoring and troubleshooting.

Workshops & Training

Through hands-on workshops, we'll train your staff to adopt new tools with confidence and maximize their impact.

Programs & Community

Get access to resources, templates, and peer learning opportunities inside our Proprium Digital Network.

Software We Specialize In

Accounting services rely on both specialized finance software and general business tools. We make them all work together.

Creative project management, dashboards, and resource planning to keep your team aligned and projects on track.

A complete solution for CRM, proposals, and client onboarding, all in one place for smoother client management.

Manage your sales pipeline, automate marketing, and track leads from first touch to closed deal.

Flexible campaign database, content calendars, and reporting that adapt to your marketing workflows.

Automate tasks between thousands of apps, like CRMs, email platforms and project management tools without coding.

Create advanced automations with visual workflows that connect apps, streamline data, and cut down manual work.

We also support Canva, Miro, Notion, SocialPilot, Pipedrive, CloseCRM, Typeform, and more, helping you build a fully connected tool stack.

Streamlined client communication, invoicing, and portal setup to make client collaboration simple and transparent.

Case Studies

Examples of accounting-related projects.

Window Installation Company

SmartSuite + Xero

We implemented SmartSuite for CRM and project tracking, integrated Xero for finance, and automated scheduling with Google Calendar, replacing paper-based tracking with digital workflows.

Marketing Agency

ClickUp Implementation

We replaced a patchwork of tools with a single ClickUp workspace for workload tracking, dashboards, client visibility, and internal goal setting.