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Logix · For Bookkeeping Practices

Less Chasing. More Closing.

The Bookkeeper System is the AI-powered workspace for bookkeeping practices: the day, the close, and the clients in one system — plus a Solutions Desk that turns the clients you already serve into a second revenue stream.

Book a CallSee the Dashboard
Logix Bookkeeping — the example hub, Today view
The Bookkeeper System hub: the Logix Bookkeeping example practice's Today view, with month-end status, messages, insights, and today's agenda

Everything on this page is shown on Logix Bookkeeping, the demonstration practice we built for exactly this — a complete bookkeeping firm with a fictional owner, Jordan Ellis, so the whole system can be shown openly. Sample items are labeled sample, here and in the product.

The Difference

Who Does the Work at Each Step

Imagine the routine work of the practice coming off your plate — the chasing, the checking, the drafting — so your hours go to the books and the clients.

The Step
On Your Own
With the Bookkeeper System
A new inquiry arrives
It sits in an inbox until someone sees it.
It lands in your CRM, and the follow-up is already moving — answered in your name, on the record.
Client documents are missing
You chase them by email, one client at a time.
The Chase List names exactly what is outstanding per client, and the client sends it from their portal in one tap.
Month-end close
You rebuild who is done and who is blocked from memory.
The Close Grid shows every client's status, who is blocked, and what is next — before you ask.
A discovery call ends
Notes in a notebook; a proposal someday.
The Proposal Guide drafts the questionnaire, the proposal, and the client portal from the call. You review, then it goes.
A client asks at 9 PM
It waits until morning — or it is on your personal phone tonight.
Your assistant answers from your practice's own knowledge, or the question is waiting in your inbox with the full thread attached.
Content and posting
Whenever there is time. There is never time.
Drafts arrive ready for your approval. Nothing publishes until you say yes.

Platform

Everything You Need. Working Together.

Sixteen tools, one sign-in, one record per client. Chips are honest: Live means built and running today; In Preview means built and shown with sample data, not yet switched on.

Live

The Hub — Today

Your home screen: month-end status, unread messages, your calendar and today's agenda, and a door into everything below.

In Preview

Your AI Assistant

An assistant tuned to your practice alone. It reads your client vaults, notes, and transcripts — ask which clients have not finished the close, and it answers from the record.

Live

Clients

Your whole book of business. Each client opens into their overview, close checklist, reports, contact record, books, folder, and portal.

Live

Client Memory

Every transcript, note, and decision for a client, kept with the client — so what you know about them never walks out the door.

Live

Messages

One inbox. Clients reply from their portal, by email, or by text — it all lands in one thread per client.

Live

Your CRM

Leads, clients, pipelines, and follow-up automations in your own branded workspace — the record everything else reads from.

Live

Proposal Guide

Record the discovery call or upload it. Out comes a checked questionnaire, a branded proposal on a private link, and the client portal — you review before anything sends.

Live

Client Portal

One no-password link per client: what needs attention, snap-and-send documents, the latest report, and messages.

In Preview

Insights Bundle

The Close Grid, the Document Chase List, and Client Profitability — the three views that tell you where the month stands and which clients make you money.

Live

Training Library

The full walkthrough and a weekly one-topic curriculum, inside the hub — the practice learns the system while it uses it.

Live

Brand Guide

Your logo, colors, image pack, and services in one place — the single source that dresses your site, proposals, portal, and posts.

Live

Solutions Desk

401(k), wellness, marketing, funding, and merchant services you can offer your own clients — the revenue half of this page, below.

In Preview

Lead System

Businesses matched to bookkeepers by a fair rotation, delivered into your own CRM — the co-op described below.

Live

My Tools & Links

QuickBooks Online and the rest of your tools, one tap from the hub. Sign-ins stay with the tools; the hub never stores them.

Live

Website & Blog

A full practice website in your brand — services, about, a working blog — with booking wired to your CRM and your assistant answering on the page.

Live

Card & Number

A virtual business card that captures leads into your CRM, and your own business phone number — calls and texts on the record, not on your personal cell.

And the Community

The bookkeepers' community sits one tap from the hub — the other practices running the same system, sharing what works. Live

Product Tour

Your Business, in One Clear View

Six stops, all on the Logix Bookkeeping example — the same screens a real practice opens every day.

The Dashboard

Today opens with the truth about the month: which clients need attention, what is unread, what is on the calendar. Open a client and you get their whole world in one place:

  • Month-end close checklist, kept current as work lands
  • Reports and the client folder, one tap each
  • Client Memory — every call transcript and note, searchable
  • A preview of the exact portal the client sees
Today — the dashboard
The hub Today view: month-end status, messages, insights, solutions, and the day's agenda

Your CRM, in Your Brand

The pipeline your practice actually runs on, inside a CRM that wears your name — not ours. Every door in feeds it: your website, your virtual card, a referral, the Lead System.

  • One board from first inquiry to monthly client
  • Follow-up automations move with each stage
  • Contacts, pipelines, and history — one click from the hub
CRM — the practice pipeline (sample data)
New Inquiry
Maple Street DentalWebsite inquiry · cleanup + monthly
Harbor & Vine RealtyReferral · 3 entities
Call Booked
Brightpath TutoringDiscovery call · Thursday 10:00
Northgate FitnessDiscovery call · Friday 1:30
Diagnostic Review
Juniper LandscapingBooks review in progress
Atlas Auto RepairProposal Guide drafting
Monthly Books
Copperline CoffeeMonthly close · payroll
Summit Dental LabMonthly close · reporting
Messages — the unified inbox
The unified inbox inside the hub: every client conversation — portal, email, and text — in one thread per client

The Unified Inbox

Every client conversation in one place. However a client reaches you — from their portal, by email, or by text — it lands in one thread per client, in the hub, on the record.

  • No more hunting across a personal inbox and a phone
  • The client sees it in their portal instantly, with a tap-to-reply nudge — no app, no password
  • The whole thread is there when the assistant drafts your reply
The Proposal Guide — a sample proposal
A sample Logix Bookkeeping proposal prepared from a discovery call

The Proposal Guide

Run the discovery call right in the hub, or upload a recording you already have. The assistant pulls out what the client said hurts, the services you discussed, and the numbers, then pre-fills the questionnaire.

  • You check the questionnaire — nothing is generated blind
  • The proposal arrives as a branded page on a private link
  • The same flow creates the client's portal, ready on day one

The Client Portal

Each client gets one link — no password to remember, no app to install. It is where the working relationship lives:

  • "Needs your attention" items, in plain words, with a deadline
  • Documents sent by snapping a photo or uploading the file
  • The latest report, and messages in the same thread you see
Client portal — sample data, as labeled in the product
The client portal a bookkeeping client sees: attention items, document requests, reports, and messages
Brand Guide — the example firm's guide
The Brand Guide inside the hub: logo, colors, firm facts, and services in one place

The Brand Guide

Your firm's brand, pulled together once: the lockup, the colors, the image pack, your services and firm facts. Every surface the system builds reads from this guide — which is why the website, the proposal, and the portal all match without you art-directing any of them.

On the Move

Your Practice Goes With You

Between client visits, the hub is in your pocket: check the day, clear a message, approve a post — then put the phone away.

Today — Logix Bookkeeping (sample)

  • 9:00 Monthly close — Client A
  • 10:30 Call with Client C — review estimates
  • 1:00 Payroll run — Client B
  • 3:00 Catch-up: ask your assistant for Client D's summary

Month-end status: 4 of 8 clients need attention (sample). Messages and approvals wait in the same view.

Brand Your Practice

Your Name on Everything. Ours on Nothing.

The hub, the website, the proposals, and the portal all carry your logo and your colors, pulled from your Brand Guide. A client opening any of them sees a professional practice — yours. These are the example firm's colors; yours take their place:

Primary#070B1A
Secondary#26334D
Accent#E01A22

Communication

Keep Communication Moving. Stay in Control.

Texting

Two-way texting on your business number, living on the client record — not on your personal phone.

  • Assistant-drafted replies in your business voice
  • Step in and take over any conversation, any time
  • The full history stays with the client

Calling

Place and receive calls from the workspace on your own business number.

  • Every call logged against the client record
  • New inquiries worked from a list, in order
  • Your personal number stays personal

Review & Approval

Blog posts, social posts, and replies are drafted for you — and held.

  • You see everything before it goes out
  • Approve it, edit it, or decline it
  • Nothing publishes without your yes

The Solutions Desk

A Second Revenue Stream, Sitting in Your Hub

Bookkeeping fees are your first revenue stream. This is the second. You already see your clients' whole financial picture — the Solutions Desk lets you act on it, offering the companies you serve the services they need anyway, through vetted partners who deliver them. You stay the trusted advisor. You earn on every referral. And a client you have helped three extra ways does not leave over price.

For Your Clients

401(k)

Retirement plans a small business can actually offer its people — the benefit owners think they are too small for, set up through the partner, introduced by you.

For Your Clients

Wellness

Financial well-being programs for your clients' employees — support that helps their people and makes your client stickier as an employer.

For Your Clients

Marketing

Growth help for the clients who need customers: websites and systems built the same way yours was — offered by the person they already trust with their numbers.

For Your Clients

Funding

Revenue-based funding introductions and credit-stacking routes through vetted partners — for the client whose books you know can carry it.

For Your Clients

Merchant Services

A payment-cost review that finds money your client is already spending on card fees — the easiest first win a bookkeeper can hand a client.

In Your Hub

Every Solution, One Page Each

What it is, why your client needs it, how referring works, and what you earn — written out per solution, inside your hub, before you ever pitch one.

How Referring Works

1

Spot it in the books

You see the need first — no retirement plan, card fees eating margin, growth stalled. The desk shows you what to look for.

2

Refer from your hub

One referral, made in the solution's own page. Your client hears it from you, their bookkeeper — not from a cold call.

3

The partner delivers

The vetted partner does the work and serves the client. You did not hire, build, or support a new service line.

4

You earn, tracked

Referral revenue is tracked in your hub — diversified, recurring income on top of the books, and enterprise value for your practice.

The Lead System

A Network That Sends Clients

The co-op being built with the Bookkeepers Growth Network. Businesses come looking for a bookkeeper; the network routes them, fairly and in turn, to the practices that opted in. In Preview — opens with CRM activation

1

“Find a Bookkeeper”

A business describes itself — industry, size, what shape the books are in, what it needs — through one intake, and enters the pool.

2

One Master Record

Every lead lands first on the network's own board. That board is the source of truth: who came in, who got the lead, what happened.

3

Round Robin, Into Your Own CRM

Leads are assigned in turn across the opted-in practices with an active CRM — and created inside the assigned bookkeeper's own CRM, not a shared spreadsheet. No practice holds more than a few unworked leads at once, so a shared pool stays shared.

4

Answered in Your Name, in About a Minute

The moment a lead lands, your workflow fires: a text from your number, in your name, then the approved follow-up sequence. Outcomes sync back to the board, so the cost of every lead stays honest.

The Pool

Practices that opt in contribute a set share of their package to one pooled fund. The fund buys the advertising and content that bring businesses to the intake — one network campaign instead of every practice marketing alone. The ledger sits on the network board: contributions in, spend out, leads generated, cost per lead, out in the open.

Website→CRM→AI Assistant→Unified Inbox→Booking→Follow-Up

The stack the leads land in — every piece above, working as one flow.

Our Partner

Built First With the Bookkeepers Growth Network

The Bookkeeper System was built first with the network of bookkeeping practices founded by Dave Harvey — their hubs, their console, and their lead board are where every pattern on this page was proven.

BGN — Bookkeepers Growth Network
For Members

Member Hubs

A hub like the example above for every member practice — clients, messages, CRM, proposals, training, and tools in one branded home.

For the Network

The Network Console

Membership applications, member audits, and the Lead System board — every lead, assignment, and outcome across the network in one view.

Together

The Lead System

The co-op above: the network's intake and board, the practices' own CRMs, and one shared fund working for every practice that opts in.

Compare the Stack

Ten Subscriptions, or One System

A practice usually rents these one at a time, then pays again in the hours it takes to keep them talking to each other. In the Bookkeeper System, each one is simply part of the system.

What You Need
The Usual Way
Bookkeeper System
CRM & pipeline
A standalone CRM
Included
Practice website & blog
A web designer, then a host, then a blogger
Included
AI assistant
A generic chatbot that knows nothing about your clients
Included
Unified inbox
A separate texting app, plus your email, plus your DMs
Included
Proposals & client portal
A proposal tool, a file-sharing tool, and hope
Included
Close tracking & document chasing
Spreadsheets and memory
Included
Reporting & profitability
A reporting dashboard
Included
Training
Scattered videos and webinars
Included
Social content, with approvals
A scheduling tool — and the risk it posts without you
Included
Business phone number
A second phone, or your personal cell
Included

What's Included

One System. Everything on This Page.

  • The Hub — Today dashboard, Clients, Client Memory
  • Your own branded CRM, pipeline, and follow-up automations
  • Your AI assistant, trained on your practice alone
  • Messages — one unified inbox on the client record
  • Proposal Guide and per-client portals
  • Insights Bundle — Close Grid, Chase List, Profitability
  • Brand Guide and Training Library
  • Full practice website and blog, booking wired to the CRM
  • Virtual business card and your own business phone number
  • Texting and calling on the record
  • Social and blog content, drafted for your approval
  • The Solutions Desk — five client solutions, referral revenue tracked
  • Lead System eligibility when your CRM is activated
  • The bookkeepers' Community, one tap from the hub

Packages Are Being Finalized

This page does not print a price, because we will not invent one. The way in is a call: we map your practice — clients, tools, what you would actually use — and put the numbers on the table before you decide anything.

Book a Call

The Work Itself

Start Where Your Books Are

From the Logix Books Board: the engagement comes in levels, and the system supports each one the same way — same hub, same close rhythm, same record.

Level One

Cleanup

Books that are behind get caught up and made current — the rescue engagement, run to a finish line, with the Chase List working the missing documents for you.

Level Two

Monthly Close

The steady rhythm: transactions kept, the month closed on time, reports the owner can actually read — tracked on the Close Grid, every client, every month.

Level Three

Controller-Level

For practices serving growing clients: oversight, controls, and a finance view above the day-to-day books — with Client Profitability showing which of those engagements pay.

Questions

Answers Before You Start

Is Logix Bookkeeping a real firm?

No — it is the demonstration practice we built for this system, with a fictional owner, Jordan Ellis. That is exactly why this page can show you everything: the real hub, the real proposal flow, the real portal, with nothing hidden behind a sales call. A practice that joins gets the same build, in its own brand, with its own data.

Is my client data shared, or used to train anything?

Never. Your assistant reads your practice's vaults, notes, and transcripts — yours alone. A practice's private client data never leaves the practice and never trains a shared model. In the hub's own words: this assistant knows your clients, your books, your practice — nobody else's.

Do I have to leave QuickBooks?

No. QuickBooks Online sits in your hub under My Tools & Links, one tap away, along with the rest of your tools. Your sign-ins stay with those tools; the hub never sees or stores them.

When does the Lead System open?

It is in preview inside the hub today, so you can see exactly how the rotation, the assignment, and your own assignments view will work. It opens for practices with an activated CRM when the pool opens — participation and activation are the same door.

What do I earn from the Solutions Desk?

Referral revenue on the solutions your clients take — 401(k), wellness, marketing, funding, and merchant services — tracked in your hub. The exact amounts per solution are spelled out inside the hub's Solutions pages; on the call we walk them with you. This page sells the mechanism, not a number we have not put in front of you properly.

What does the Bookkeeper System cost?

Packages are being finalized, and this page will not print a price before it is real. Book a call: we map your practice first, and the numbers go on the table before you decide.

Run Your Practice on the System

Start with a call. We will map your practice — hub, dashboard, assistant, proposals, and the Solutions Desk — and show you exactly what gets built, in what order. Questions first? Ask AI — the bookkeeper network's assistant is right on this page.

Book a CallSee the Dashboard Again