Project management for accounting firms that runs on your close calendar.
Build your monthly close, payroll and tax workflows once. Recurmana creates each client’s project on schedule — every reconciliation, review and filing task assigned and dated before the period starts.
The problem
Recurring client work shouldn’t start from scratch every cycle.
Every month starts with setup
Staff copy last month’s checklist for each client, fix the dates and reassign owners before any real work begins.
Filing deadlines live in spreadsheets
Monthly, quarterly and annual obligations differ by client and fiscal year end, and a missed row means a missed deadline.
Reviews depend on memory
Without a standard workflow, preparer and reviewer steps get skipped when the team is busy at quarter end.
Example templates
Recurring workflows accounting firms automate with Recurmana
Monthly bookkeeping & close
Monthly- Reconcile bank and credit card accounts
- Categorize transactions and post adjustments
- Generate P&L and balance sheet
- Send client summary for review
Payroll processing
Bi-weekly or monthly- Collect hours and changes from client
- Run payroll and review register
- Remit payroll taxes
- File payroll reports
Quarterly sales tax & estimates
Quarterly- Pull taxable sales by jurisdiction
- Prepare and review returns
- Calculate estimated tax payments
- File and confirm with client
Year-end & tax prep
Annual or fiscal year end- Send document request list
- Prepare year-end adjusting entries
- Issue 1099s / information returns
- Prepare return for partner review
How it works
Build the process once. Run it for every client.
- 01
Turn your checklist into a task template with owners and due-date offsets.
- 02
Wrap it in a recurring template: monthly, quarterly, fiscal or custom.
- 03
Attach it to every client that receives that service.
- 04
Recurmana creates each client’s project on schedule, ready to work.
Frequently asked questions
Recurmana for accounting firms
Can Recurmana handle clients with different fiscal year ends?
Yes. Recurring templates support fiscal schedules, so quarterly and annual projects are generated on each client’s own fiscal calendar rather than the calendar year.
How do I set up a monthly close checklist for every client?
Create a task template with your close steps, default owners and due-date offsets, wrap it in a monthly recurring template, and attach it to each bookkeeping client. Recurmana then creates a separate close project for every client each month.
Can I keep preparer and reviewer steps separate?
Yes. Custom workflow statuses let you model stages such as prepared, in review and approved, and each task can have its own owner so reviews are assigned automatically.
Is there an audit trail of who completed each task?
Every generated project keeps an activity timeline with status changes, assignments and comments, so you can see who did what and when for each client period.
How much does Recurmana cost for an accounting firm?
The Basic plan is free for up to 5 recurring templates and 2 team members. Pro is $5 per seat per month with unlimited templates and team members.