You keep your clients' books in order.Kestrel Accounts keeps your practice running.
Kestrel Accounts simplifies your bookkeeping practice through client onboarding, per-client task management, pending request monitoring, and advisory notes.
No credit card required to start.
The practice management software built specifically for bookkeepers
Every client, one repeatable checklist
Categorize, reconcile, additional items, reports. Items repeat monthly, quarterly, or annually on the client's fiscal calendar and roll forward on their own, so month two starts where month one left off.
Never chase a statement twice
Track everything you're waiting on from clients in one place. Pending requests live with the month they belong to and roll up firm-wide, so nothing slips through the cracks.
From first call to signed client
Move leads through discovery, intake, and estimate stages. Pricing estimates calculate from transaction volume, and a signed prospect converts into a fully set-up client in one click.
How it works
Add your clients
Set up each client's accounts and recurring checklist once. It repeats every month automatically.
Work the month
Check off tasks, request statements, track what you're waiting on from clients, and note anything worth remembering.
Ship and move on
Send reports, mark the month done, and see exactly which clients still need attention.
Your data stays yours
Every firm's data is fully isolated. Your clients are visible to your firm and no one else.
No credit card to start
7-day free trial. When it ends Kestrel goes read-only — your data is safe and still viewable, and adding a payment method restores full access right away.
Built for bookkeepers
Kestrel sits alongside your accounting software and runs the practice around it: the clients, the work, and the follow-up.