Missing documents hold up more than a task
A statement or explanation may block the rest of an engagement. Record the outstanding question and contact the client directly so the work status reflects what is actually waiting.
Software for bookkeeping practice owners
Keep client work moving without losing the engagement detail.
Missing statements and unanswered client questions can interrupt an engagement long before the reporting deadline. Keep the agreed deliverable, work tasks and commercial approvals connected so the practice knows what is waiting. Microtra supports those operations alongside the accounting tools used for client books.
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The everyday details
You know the work.
The admin adds up.
Scope can expand quietly
An agreed reconciliation may turn into historical correction work. Explain the difference, settle the additional service and keep the new scope visible before the extra time becomes a billing disagreement.
Activity is different from a finished deliverable
A busy week does not tell the client whether the agreed work is complete. Define the deliverable and review point so you can distinguish work in progress from a service ready to invoice.
How Microtra helps
Keep the business connected.
Use the tools that fit your day, with your records ready on your phone or on the web.
Keep engagement context at hand
Save client contacts, billing preferences and document history. Use concise case notes for the agreed service and outstanding business questions, while keeping sensitive financial source material in your appropriate secure client-work process.
Explore this featureBreak the engagement into work tasks
Law & professional services starts with Case and Client. Use a case for the engagement, add tasks and status, and schedule agreed review appointments with the staff responsible for the service.
Explore this featureRecord the time behind the service
Link time entries to staff, work and billing rates. Review the week before invoicing, especially when unplanned cleanup or repeated document requests have changed the effort required by an engagement.
Explore this featureInvoice your own practice services
Build estimates and invoices for reconciliation, cleanup or reporting work you have agreed to supply. Share invoice PDFs through your device and record payments received elsewhere; these are your practice records rather than your clients? ledgers.
Explore this featureKeep your own practice costs separate
Record business expenses for your practice with receipt photos and suitable categories, then review income, expenses and outstanding service invoices in Microtra. Keep this clearly distinct from entering transactions for a client?s books. A practice review should show what your own business earned and spent, while client accounting work remains in the appropriate professional systems and secure processes you use for that engagement.
Explore this featureA day in the life
From the first quote to paid.
Agree the engagement
Discuss the deliverable, client responsibilities and what lies outside the service. Create the client record and capture the approved commercial scope in an estimate.
List what is missing
Add tasks for the engagement and mark unresolved questions in notes. Request documents through your established secure process instead of scattering sensitive records through general business notes.
Review progress
Record work time and update the case status. If the assignment expands, discuss the revised service and price directly before treating it as part of the original agreement.
Bill for the service
Check the completed deliverable against the estimate. Share the invoice PDF, record the payment received elsewhere and arrange the next agreed review with the client.
Your words
Find your way around.
Choose Law & professional services when you set up Microtra and these are the labels you start with. Change them, and the tools you use, any time in Modules & terms.
- Your work
- Case
- Your customer
- Client
Room to get started
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Start with a 14-day free trial. No card needed. Compare plans to find the tools and invoice allowance that fit your business.
Your business. Your next step.
Try Microtra on your phone and on the web. Review plan details before choosing the right fit.
Compare plansA few useful answers
Questions from bookkeeping practice owners.
Does Microtra replace client bookkeeping software?
Microtra does not replace the specialist ledger tools and professional procedures you use for client books. This page covers organizing your own practice, its work and service invoices.
Can Microtra synchronize the client books?
Accounting sync is coming soon. Keep client ledger work in the systems you use and enter your own practice expenses, invoices and payments in Microtra as appropriate.
Why does the app call an engagement a Case?
The assigned Law & professional services setup uses Case and Client. It also starts with schedule and time enabled, while linked records and stock start off.
Can I restrict each staff member to a client list?
Finer role-based access is coming soon. Business members can read and write business records, so assess the existing access model before deciding which practice information belongs here.
Features
Templates
Guides
Keep exploring
More for your business.
Personal training
Organize personal training sessions, client contacts, packages and invoices. Keep bookings, credit balances and business expenses in Microtra.
Explore industry guideSmall retail shops
Manage shop stock by location, counts, suppliers and purchase orders. Record sales and payments taken elsewhere with Microtra on phone and web.
Explore industry guideWhat to look for in software for a one-person business
Choose software for a one-person business by testing quotes, invoices, schedules, client records and exports against the way you actually work.
Read the guideSoftware for small business
Unleash your potential.
You do the work. Microtra gives you the software to run the business. Start your 14-day free trial. No card needed.
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