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How an accounting firm serves more clients without hiring (e-invoicing)

An accounting firm takes on more clients without new hires when it stops doing the repetitive work by hand. Most of the time goes on the work around the bookkeeping: collecting documents, re-keying data and chasing deadlines. When a system takes those steps over - and e-invoicing enforces a digital invoice flow anyway - the same team serves more clients more calmly.

1 July 2026 · Bartek Liszkowski

The year 2026 puts three things before accounting firms at once: e-invoicing, staff shortages and margin pressure. The answer “let's hire someone else” is getting harder and more expensive. Below I show where time really leaks in a firm and what can be done about it without growing the team.

Where time really leaks

Contrary to appearances, not on the bookkeeping itself. Most hours go on collecting documents from clients, chasing the missing ones, re-keying data between tools and checking completeness. These are repetitive steps - and that is exactly why they can be offloaded.

E-invoicing as an opportunity as well as an obligation

Since invoices go into circulation digitally anyway, you can base an automatic flow on that instead of treating e-invoicing as another unpleasant obligation. A well-ordered flow reads invoices once and carries them on, rather than forcing the same data to be entered twice.

What can be offloaded without risk

You safely automate the repetitive and checkable: fetching and sorting documents, reminders to clients about missing ones, the completeness status of a file, repetitive postings by rule. Judgement calls stay with the accountant - the system takes the busywork around them off their plate.

A client portal instead of emails and phone calls

A large part of the time leaks into exchanging messages with the client. A portal where the client uploads documents themselves and sees statuses and gaps cuts that back-and-forth. The client knows what to deliver, and the firm doesn't chase them by phone.

The result: more clients with the same team

When a few manual steps disappear from every file, spare capacity forms in the team. The same line-up serves more clients, and margin pressure eases, because the number of clients served rises while the headcount stays the same.

If your firm feels it has hit the ceiling and every extra client means another hire - write or call. I'll tell you which repetitive steps I'd offload for you first.

Before you ask

Common questions about automation in an accounting firm

Does it replace the accounting software?
No. It connects with the one you use and adds document flow and automation of repetitive steps around it. Bookkeeping stays where it is - the busywork around it disappears.
Does e-invoicing force double posting?
Not necessarily, if the flow is set up. An e-invoice is read once and carried on in the system rather than being entered a second time by hand. Double work comes from a lack of flow.
Will clients want to use the portal?
They use it when the portal is simpler than sending emails and taking phone calls. The client sees in one place what to deliver and what stage their file is at, so they use it willingly.
Where to start?
With one, the most time-consuming step - usually collecting documents and chasing the missing ones. Once that part works, I add more, until the most manual work disappears from every file.
First step

Book 30 minutes or write a message.

The first call is a calm conversation to get to know each other. I check whether I can genuinely help. No slides, no sales pressure. If I see it is a poor fit, I say so directly.

Book 30 minutes

Pick a slot in the calendar - we meet on Zoom.

Open the calendar

Prefer to write?

Briefly describe what you need - I reply within one business day. Often sooner.

Phone +48 601 789 966 - feel free to call, I answer the phone myself.