Kylie was an ambitious bookkeeper, passionate about growing her practice into a thriving enterprise. She envisioned serving more clients, creating new opportunities, and establishing herself as a trusted advisor in her field.
But every quarter, reality hit her hard – BAS time.
Like many bookkeepers, Kylie initially thought, “I’m organised; this won’t happen to me.”
But she quickly learned it wasn’t her own organisation that was the issue.
The challenge went beyond her efforts—it was about managing the chaos of document collection, follow-ups, and getting what she needed from clients, right on time.
BAS Time Was Crushing Kylie’s Dream
“Every BAS period consumed all my energy, and I was left feeling completely overwhelmed.
The document collection process was the most draining part—chasing receipts, bank statements, and invoices in an endless cycle of follow-ups. BAS was a crushing burden.”
It became clear: at this rate, Kylie couldn’t grow her business or take on new clients. Her dream was slipping further away, every quarter.
Exploring Her Options For BAS Document Management
Determined to make a change, Kylie started exploring options to ease her workload. Here’s what she found:
- Additional Staff: Hiring an assistant sounded great, but the costs were prohibitive. Kylie wasn’t ready for a full-time hire, and the inconsistency of part-time help added more stress rather than reducing it.
- Using Other Tools: Kylie tried using some popular tools that claimed to simplify document collection. However, they fell short. They either weren’t user-friendly for her clients, lacked secure file handling, or forced her back into email for additional context, creating more chaos instead of reducing it. There was always one critical piece missing that made the solutions incomplete and ineffective.
Finding Gatheroo
Then Kylie discovered Gatheroo. Built specifically for bookkeepers, Gatheroo simplified and streamlined her document collection processes. Curious, Kylie joined one of Gatheroo’s weekly drop-in clinics. It answered her questions, demonstrated how to maximise Gatheroo’s features, and offered guidance on client onboarding and automation. She signed up for a trial, hoping it could help her take back control of BAS time.
Turning Chaos Into Control with Gatheroo
With Gatheroo, Kylie was able to set up tailored document requests for each of her clients.
The platform’s automated reminders meant she no longer had to manually follow up, saving her hours every week.
Clients received clear instructions and prompts, ensuring they knew exactly what was required and when it was due, as well as gentle reminders along the way.
The traffic light system quickly became Kylie’s favourite feature—and her clients’ favourite too. They no longer felt overwhelmed or ‘stupid’ as they had previously, struggling to remember what they had already addressed and what was left to provide.
It allowed Kylie to instantly see which questions her clients had completed (green), which ones still had pending items (yellow), and which were overdue (red). Instead of wasting time chasing everyone, Kylie could focus her efforts on just the clients who needed extra reminders.
Additionally, Gatheroo’s secure portal reassured Kylie’s clients that their sensitive information was protected.
“I felt so supported while implementing Gatheroo. It was easy to get started, but it was also great to have the drop-in clinic where I could talk directly to someone who could walk me through different scenarios and best practices.”
The easy-to-use interface meant even her least tech-savvy clients could upload their documents without confusion, reducing the back-and-forth and helping Kylie stay on top of deadlines.
A Revitalised Dream and a Growing Business
Now, BAS time no longer felt like an overwhelming burden. With automation taking care of her document collection, Kylie saved an estimated 50 hours every quarter—time she reinvested into her business and herself.
Kylie could finally take on three new clients, and she had more time to build stronger relationships with her existing clients, offering additional services that strengthened their trust in her expertise.
“Before Gatheroo, I felt like I was drowning every BAS time,” Kylie says. “Now, I feel in control, and I can finally focus on growing my business rather than just keeping up.”
Why Gatheroo Was a Perfect Fit for Kylie’s BAS Document Management
For Kylie, Gatheroo wasn’t just a tool—it was a lifeline. Its features were built for bookkeepers, addressing the exact pain points that were holding her back. By combining automation, secure document handling, and a user-friendly interface, Gatheroo helped Kylie revitalise her business and put her growth back on track.
A Brighter Future with Gatheroo
Thanks to Gatheroo, Kylie no longer dreads BAS time. It’s now a well-managed part of her growing business, and she’s excited about the future.
Her dream of expanding her practice is no longer out of reach, and with Gatheroo by her side, she feels ready to take on whatever comes next—even recruiting a full-time staff member now that her processes support a higher client base.
If BAS Time Feels Like It’s Crushing Your Growth, Gatheroo Can Help
BAS time doesn’t have to be overwhelming. Discover how Gatheroo can transform your document collection, streamline your workload, and help you regain control.