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Guides

Answer a year-end accounts query

Year-end brings the most questions of the year. A clear status reply saves a long email thread.

Last reviewed

Thank them for asking

Show you have their file in view.

Share the status

Say what is done and what is still open.

List what you need

Name outstanding items with a date.

Give the timeline

Say when drafts and final accounts will be ready.

Explain what happens next

Cover review, sign-off and filing.

Offer a call

Suggest a short session to go through the numbers.

Questions

How detailed should status replies be?

Short and specific: done, waiting on, next date.

Should clients see drafts?

Yes, marked as draft, with questions flagged.

Can the AI answer these?

It shares your timeline and checklist. A person gives figures and advice.

Written by Flatdesk, a help desk for small support teams at one flat price per agent. Try it free for 14 days, no card.