The chasing and the reporting. Off your plate.
Window Nine runs the recurring work behind an accounting or finance firm — document collection, deadline tracking, reporting and onboarding. Operational only: no tax, investment or financial advice.
Built first for ecommerce.We extend the same operating model to select adjacent teams, evaluated by fit — and we'll give you an honest read, including if it's not one.
Scope & guardrails — please read
- Window Nine provides operational support only — no tax, investment or financial advice or recommendations.
- We make no regulated-compliance claim; sensitive workflows require your review before implementation.
- This vertical is under evaluation — engaged case by case on workflow fit.
Where the hours go.
The recurring operational drag we see most in this kind of business.
Client documents are chased by hand, every period.
Deadlines are tracked in spreadsheets and someone's head.
Recurring reports are assembled manually.
Client onboarding is inconsistent.
Follow-ups depend on memory.
The practice / CRM list drifts out of date.
Operations, dashboards, workflows, execution.
Practical, scoped work — operational support with a human on the calls that matter.
Client document collection
Requests, reminders and tracking so documents arrive.
Deadline tracking
Filing and client deadlines surfaced before they bite.
Recurring reporting
The reports you rebuild, generated on schedule.
Onboarding workflows
A consistent new-client onboarding sequence.
Follow-up reminders
Client follow-ups triggered and tracked.
Internal SOP automation
Repetitive internal operations, systematized.
Visibility, then less busywork.
Two levers: reporting you can trust, and repetitive workflows worth systematizing.
AI dashboards & reporting
- Deadline & workload view
- Client onboarding status
- Operational reporting (non-advisory)
Workflow automation
- Document-collection reminders
- Deadline tracking & alerts
- Onboarding task routing
- Client follow-ups
AI does the work. People own the judgment.
Automation handles the routine and flags the rest. A person owns anything sensitive.
- 01Automations handle admin, routing and reminders; your team owns every professional judgment.
- 02No tax, investment or financial advice or recommendations are provided or automated.
- 03You own the data, the records and the SOPs.
Document chasing eats hours per client (illustrative).
Deadlines split across two tools, no single view (illustrative).
Recurring reports assembled by hand each cycle (illustrative).
When we're right — and when we're not.
We'd rather tell you no early than sell a bad fit.
A fit if…
- You have recurring, document-heavy client operations.
- Deadline and document chasing is eating billable time.
- You want operational visibility, not advice from us.
Not a fit if…
- You want tax, investment or financial advice — we don't provide these.
- You need regulated-compliance guarantees we haven't verified.
- Your work has no recurring operational pattern.
Bring us the broken workflow.
Tell us what recurs and where the hours go. A senior operator replies within one business day with an honest read on fit.
general — hello@windownine.com
new business — newbusiness@windownine.com