Use case · Practice managers and firm admins

Set up recurring services and cadences

Recurring work fails at the definition layer: which clients get monthly bookkeeping, who files GST/HST quarterly versus annually, what the standard price is. When none of that exists as structured data, each period's calendar is rebuilt from memory. Cadence changes arrive by email and quietly never make it into the plan.

Canadian accounting professionals — Set up recurring services and cadences

Firms define recurring work in the SpidNums Services catalogue: each service has a type, a code, a frequency — one-time, monthly, quarterly, semi-annual or annual — and a default price. Assigning a service to a client, with per-client overrides where needed, sets a next-due date, and that date is what drives the Reminders feed and the SLA colours.

Updated July 2026

How firms run it, step by step

  1. Build the catalogue once

    Create the firm's typed services — bookkeeping, GST/HST, T4, T5, year-end financial statements, corporate tax, personal tax — each with a code, a default frequency and a default price.

    Services catalogue

  2. Assign services per client

    Attach each client's actual services to their record. Assignment is what creates the next-due date, so an unassigned service is invisible to the deadline feed by design.

    Services catalogue

  3. Override where a client differs

    Price and cadence override per client, so the quarterly GST/HST default coexists with the one client CRA has on monthly, without duplicating the service.

    Services catalogue

  4. Let next-due drive the feed

    Each assigned service's next-due date flows into Reminders, grouped Overdue, Due soon and Upcoming — the recurring calendar exists without anyone rebuilding it each period.

    Reminders

  5. Watch the cadence on the dashboard

    The recurring-revenue chart shows what the assigned services add up to, which is also a quick audit for clients missing an obvious service.

    Dashboard & SLA

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Services catalogue

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Reminders

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Dashboard & SLA

Related use cases

Find any client contact mid-fileMultiple contacts with designations end the mid-file phone-number huntRun T1 season on one boardProjects, SLA colours and January reminders run T1 season on one boardTrack every corporate year-endFiscal-year-end-driven reminders keep staggered corporate deadlines current

Features used

Services catalogue & recurring cadenceServices catalogueCRA deadline managementDeadlines

Go deeper

Bookkeeping Software for Canadian Accounting FirmsGST/HST Filing in Canada: Registration, Reporting Periods and Deadlines

Frequently asked questions

Does SpidNums automatically create projects for recurring work?

Recurring work is driven by service frequency and next-due dates: the catalogue sets the cadence and the Reminders feed raises each period as it approaches. Opening the period's project in Task Master is a deliberate step taken when the work starts — which is also the moment you know who is doing it.

What service frequencies does SpidNums support?

One-time, monthly, quarterly, semi-annual and annual. Frequency is set on the service in the catalogue and can be overridden per client, so a quarterly default coexists with the handful of clients on a different reporting period.

Can two clients pay different prices for the same service?

Yes. Each service carries a default price in the catalogue, and per-client assignment supports overrides — so the standard bookkeeping rate can differ for the client with triple the transaction volume without creating a second service.

See this workflow with your own client list in it.

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