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Accounting & bookkeeping

Every deadline has a name against it.

Practices run on recurring obligations with statutory dates. The risk is never the work itself — it is the client whose filing belonged to somebody who left in March.

“Every client has a set of deadlines, and the only record of who handles which is in three people's heads.”
The version of this we hear most often

Recurring obligations as objects

A monthly or annual filing with an owner, a backup, a due date and the evidence it was submitted. This is precisely what a responsibility is for.

Certification coverage

How many currently qualified people you have for each type of work, not just who has a certificate somewhere.

Handover without a gap

When someone leaves, every client obligation they owned appears with its next due date — including the ones months away.

Where to start

The responsibilities this trade has to place.

Six that almost every company in this line of work has, whether or not anybody has written them down. Each needs one owner, one backup and a way of showing it happened.

  • Client filing deadlines
  • Payroll run ownership
  • Year-end review sign-off
  • Practising certificate renewals
  • Anti-money-laundering checks
  • Client onboarding
Demo data

Responsibility map

Every function, every responsibility, and the empty slots.

Finance

Monthly close

Claire Dubois

Supplier payments

Idris Hassan

Operations

Supplier onboarding

Sophie Marchetti

Monthly supplier reconciliation

No owner

Marketing

Campaign planning

Laura Gómez

Lead reporting

Laura Gómez

Customer Success

Customer onboarding

Emma Johnson

Escalations

Emma Johnson

Also relevant

Know who's available, capable and responsible.

Know who's available, capable and responsible.

Professional services

Run your team with clarity.

From the moment someone joins to the day their responsibilities are handed over, Orglume keeps your people, their work and your organization connected.

Set up from a spreadsheet · Nothing about the AI is metered · [email protected]