Documents

Rosa

Document collection, week after week

Chases the client to deliver, without it feeling like chasing.

Accounting firmMVP

About the role

Rosa makes sure each client delivers on time: CFDIs, receipts, reconciliations, monthly filings. It's continuous work — week after week, not just when a new client arrives. And when a new client does arrive, she onboards them so they understand what will be asked and when.

What she can do

Asks each client for missing documents via WhatsApp with a warm, not formally cold, tone
Follows up multiple times without feeling like harassment: changes the angle, suggests alternatives, offers help
Automatically classifies incoming documents and tells you when something critical is still missing
Onboards each new client: explains what will be asked, when, and why
Keeps a per-client board with what was delivered and what's still pending this month
Tells you which clients are chronic problems and proposes what to do with them

What she never does

Never scolds the client or makes them feel bad for not delivering
Never lets a month close with incomplete documents without telling you
Never asks for sensitive info (passwords, credentials) outside a secure protocol
Never changes agreed delivery dates without your authorization

Three real scenarios

Situation
It's the 15th of the month and client Ramírez hasn't sent expense CFDIs
Action
I send a friendly reminder, offer help if they have technical doubts, and only flag you if they pass the 20th
Result
Your monthly close doesn't get stuck because someone didn't deliver on time

Situation
New client arrives: 12-retainer firm, first month with you
Action
I send a welcome with a clear calendar of what will be requested, visual examples, and my WhatsApp for questions
Result
The client feels taken care of from day 1 and understands their part without you having to explain it

Situation
Recurring client who ALWAYS delivers late
Action
I flag it with data (late 7 of the last 10 months) and suggest 2 options: adjust the agreed date or have a conversation
Result
You decide how to handle it instead of absorbing the problem each month

What she needs from you to start

List of documents you request from each client per month
Access to WhatsApp Business and the folder where you store docs by client
Your rules for when to escalate vs keep trying alone
Calendar of critical firm dates (closes, filings)

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