Chasing clients
for OVERDUE Docs,
UNSIGNED Letters, or
UNPAID invoices?
A practical toolkit to help you
follow up faster, automate reminders,
and stop losing hours on admin.
What's Inside?
You're not ignoring your clients’ work, you're buried under it.
We built this pack to help financial professionals like you:
Cut follow-up time in half
Reduce admin fatigue
Improve client turnaround
Get paid faster
Free up hours for high value work
No fluff. No tech jargon. Just tools that actually work.
Common Follow-Up Problems This Solves:
Built by The OE Agency
We help accounting and financial firms clean up their back office chaos, scale admin support, and get their time back using trained VAs and proven systems.
This toolkit is pulled directly from the systems we set up inside real firms, tested, refined, and handed over.
Meet Our Founder — Lezly Kaye
8x Record-Holding Recruiter | Founder | Business Growth Strategist
The OE Agency is led by Lezly Kaye, an 8x award-winning recruitment strategist with 15+ years of experience supporting Australian businesses.
Trained by Hays and founder of two successful agencies, Lezly has placed over 10,000 roles, now bringing that expertise to firms who need sharp, reliable virtual support.
Her team is trained to think like business owners, not task takers with every placement tailored to how your team works, not just what’s on paper.
Because the wrong support doesn’t just cost money. It slows everything down.
