You crunch the numbers.
Proxi crunches the chase.
The hard part isn't the accounting — it's the document chase, the deadline reminders, the gentle-but-firm invoice nudge. Proxi runs all of it in your tone, on schedule, so you can do the work that actually requires a chartered mind.
The pain points
Clients who never send the documents on time
You ask three times, escalate to a phone call, and still the bank statement arrives the day before the deadline. Their delay becomes your weekend.
Deadlines stacked on top of each other
SST returns, payroll filings, audit cut-offs, year-end. Miss one and the penalty conversation with the client is one you have to lead.
Invoices that age silently
You sent the invoice. They saw it. Sixty days pass and chasing it feels rude — until your own cash flow starts hurting.
Year-end crunch eating January and April
Twenty clients all need attention at once. The intake forms aren't back, the books are messy, and you're already exhausted before the real work starts.
How Proxi solves it
Document collection that actually closes
Your PA asks for the missing documents in your tone, accepts WhatsApp uploads, and only escalates when something genuinely won't come. Submission deadlines stop being your problem to enforce.
Deadline reminders for every client, every cycle
Your PA tracks every filing window per client and sends the right nudge at the right time — to the client, not just to your calendar. You stop being the deadline keeper.
Polite, persistent invoice chasing
Your PA runs the dunning sequence — friendly reminder, firm reminder, second-call escalation — exactly the way you would, but every single time without you remembering.
Year-end intake on autopilot
Your PA runs the annual checklist with each client months early — documents requested, queries answered, books pre-organised by the time you sit down to work.