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Planning

Everything we have written about Planning — practice stories, background and concrete tips for bookkeeping and accounting firms.
All articlesPlanning 9Client file 6Comparison 6Recurring work 5Time tracking 5Automation 4Capacity 4Connections 3Costs 3Switching 3AI 1Mobile 1

9 articles on Planning

The org chart with three parent companies and their ownership percentages above the client

14 August 2026

The company structure as an org chart: multiple parent companies per client

The client file shows the company structure as an org chart — and a client can be linked to multiple parent companies, each with its ownership percentage.

Staffing per employee with available and planned hours per week

16 June 2026

Staffing during peaks and absence: keeping the work visible

One sick note in a team of six shifts an entire week. What it takes to redistribute work without a file falling through the cracks.

The VAT return per client in the Offsoo monthly planning

14 April 2026

Planning the VAT round without separate lists

Rebuilding the same client list every quarter costs time and produces no overview. Here is how the VAT return is configured once and then appears in the right months by itself.

The org chart on the client card, with the holding company above its subsidiaries

18 March 2026

Holdings, subsidiaries and branches: client hierarchy in Offsoo

One client is rarely one entity. What changes when the group structure lives in the software instead of in the account manager’s head.

Year-end work spread across twelve months in the Offsoo planning grid

13 January 2026

Spreading annual accounts across twelve months

Year-end work piles up in spring because it only gets scheduled once the paperwork arrives. Here is how a firm distributes annual accounts across the whole year in advance.

A self-built board next to a configured accountancy planning grid

10 September 2025

Offsoo vs. monday.com for accounting and bookkeeping firms

monday.com is a strong, generic work platform. For accountancy processes that mainly means building it in-house. Where it differs from an industry-specific solution.

Customer story from RT Administratie about planning with Offsoo

21 July 2023

Remko Tel of RT Administratie on planning and workload

Dutch trade title Accountancy van Morgen spoke with Remko Tel of RT Administratie about planning under high workload and a tight labour market. What that piece says about Offsoo.

A planning in Excel next to the same planning in Offsoo

7 June 2023

Offsoo vs Excel: when a spreadsheet no longer holds

Excel is not the problem — the role it gets is. Five places where a planning in a spreadsheet breaks down, and when a spreadsheet remains perfectly adequate.

The Offsoo planning grid with clients and activities

25 May 2023

What Offsoo does for an accounting or bookkeeping firm

Monthly and annual planning, time tracking, tasks and client management in one environment — and emphatically not bookkeeping or invoicing software. What is in it and what is not.

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