01 / ORGANIZE
Start every job with a clear request list.
Create an engagement, choose the information you need and keep the checklist with that client’s work.
✓ Bank statements Accepted✓ Payroll summary Accepted· Loan statements Requested
Built for accounting teams
Get the client information you need before the work begins.
ReadyOps brings client requests, incoming documents and follow-up work into one clear view, so your team can see what is ready and what still needs attention.
For accounting, bookkeeping and client service firms.
ILLUSTRATIVE WORKSPACEAnnual accounts
In progressACAcacia & Co.Financial year · 202672%
9 of 12 required items resolved
Bank statementsReviewed and recordedAccepted
Payroll summaryReviewed and recordedAccepted
Loan statementsWaiting on clientRequested
NEXT ACTIONFollow up on 3 missing items→
RA clearer starting pointEvery open item, in context.
REQUESTS · EVIDENCE · READINESS
THE WORK, IN ORDERFrom first request to ready for review.
01Set the checklist
02Review what arrives
03See what is still needed
A steadier client workflow
Less time figuring out what is missing.
More time moving the job forward.
Keep each client engagement anchored to its own checklist. See submitted information alongside the request it belongs to, record your review and make the next action clear to the whole team.
02 / REVIEW
Keep incoming evidence close to the work.
Record what arrived, attach it to the right engagement request and leave a clear review note.
PDFBank statementPeriod ending 30 JuneReceived for review
03 / MOVE FORWARD
Know the next useful action.
See what is still outstanding and prepare follow-ups for a person to review before they are sent.
3 items still neededDraft follow-up ready for reviewReview draft →
R
People stay in control
ReadyOps keeps the decisions with your team.
Suggestions are there to help your staff review incoming information. A person confirms what belongs, records the review and approves any client follow-up.
PLANS THAT GROW WITH YOUR FIRM
Choose the team size
you’re building for.
Monthly plans in US dollars. Start with the plan that best fits your team today.
Starter
Small firms · ~1–5 staff
199US$/ month
Request Starter invoice For a small team building a consistent client workflow.
GROWING FIRMS
Growth
Growing firms · ~5–15 staff
399US$/ month
Request Growth invoice For more people coordinating client work across the firm.
Scale
Established firms · ~15–40 staff
1,199US$/ month
Request Scale invoice For established teams coordinating a larger practice.
Enterprise
Large or multi-office firms
Let’s talkCustom plan
Discuss Enterprise For firms with a larger or more complex setup.
Subscriptions are billed monthly by invoice. Pay by PayPal or local bank transfer; payment is arranged directly with ReadyOps. Starting account setup does not charge you.
RGive every engagement
READY WHEN THE WORK IS