Professional Services · 2025
From spreadsheet to client portal
Ridgeline Bookkeeping
A bookkeeper doing excellent work was losing a full day a week to chasing documents and rebuilding spreadsheets.
12 hrs
saved every week
3×
faster onboarding
100%
documents collected on time
+31%
new client enquiries
Before & after
The site they had, and the one they have now
Drag the handle to slide between the original site and the Ninja Monkey build.
Legacy siteNinja Monkey rebuildDrag to compare
What changed
Page Load Speed
3.8s1.0s
Admin Hours Per Week
18 hrs6 hrs
Documents Collected On Time
58%100%
The situation
Where the project started
Client documents arrived by email, text and sometimes a photograph of a receipt. Onboarding was a manual checklist repeated by hand, and month-end meant rebuilding the same workbook over and over.
Our approach
What we built
We built a client portal with automated document requests, a single client record and month-end dashboards, fronted by a website that finally explained what the service was worth.
Services used
“I stopped being a filing clerk and went back to being an accountant.”
Dana Whitfield, Principal
Developer's note
Every hour spent chasing documents was an hour she was not billing.
Start a project
Tell us what is not working. We will tell you what it takes to fix it.
A short conversation, a clear scope, and an honest price. No pitch decks, no jargon, no pressure.