From MTD for ITSA readiness to AI adoption, CRM selection and workflow automation. Independent advice and hands-on delivery. No vendor sales pitch. No hourly billing creep.
Technology decisions that looked optional two years ago now sit on the partner agenda. Here is what we hear most often in discovery.
The April 2026 start for £50k+ self-employed income rewrites how you onboard, record, communicate and bill. Your practice management stack, bookkeeping flow, client portal and pricing model all need a serious look.
Partners, staff and clients all assume you have an AI plan. The market is noisy. Most practices need fewer tools and more discipline about where AI actually saves time.
Growing fee income without growing headcount means automating the review, onboarding, AML and filing prep work that currently eats partner evenings.
Client financial data is a prime target. A single breach or a failed AML file can be existential. Insurers are pricing cyber on the controls you have, not the ones you intend to have.
IRIS or CCH for tax. A separate CRM. A document store. A client portal. Excel everywhere. The joins between systems are where double-entry, lost context and missed deadlines live. Most practices can consolidate by a third without losing anything that matters.
We are generalists in the boring plumbing and specialists in the parts that matter to an accountancy practice. Clients engage us on one area and usually extend into the next.
A 90-day and 12-month plan tied to revenue and capacity, not to acronyms. Stack rationalisation so one system does the work of three. Budget shaped to survive the partner meeting.
We help you pick the small number of AI interventions that save real hours. We are as clear about what not to automate as about what to automate. The institute does not get a complaint, and neither do your clients.
We help you pick the right CRM, practice management tool or client portal for your firm, then plan the migration so client data moves cleanly and partners see one view across tax, bookkeeping and advisory.
Onboarding, AML, filings, reminders, status tracking and client communications. We build the automations that stop critical work depending on one person remembering the right thing at the right time.
GDPR and ICO readiness for client financial data. Cyber controls your insurer will accept. AML expectations for your supervisory body. A plan for the 10pm Sunday phone call.
We take no reseller margin from software vendors. If we recommend a product it is because it fits your practice, not because it pays us a kickback. That includes our own products.
Hourly billing creeps. We scope before we sign anything so partners can approve with confidence. If the scope changes we agree the change before anyone bills for it.
Strategy slides are part of the job. The rest is implementation, testing, documentation and handover. You are left with a working system, not a roadmap.
We know the stack. No explaining what MTD means. No explaining why AML delays matter in April. You brief us in your language and we translate into the technology side.
No onboarding calls spent explaining what your practice management tool does. The systems below are ones we have selected, migrated, integrated or supported in real engagements.
Pick the depth that matches the problem. Start small if you want to test the fit.
Stack map, risk register, capacity model and a 12-month roadmap. Ends with a partner-ready presentation.
One initiative end to end. CRM migration, AI pilot, MTD readiness, AML overhaul or portal rebuild.
One to four days a month. Partner-level technology leadership without a hire. See fractional CIO.
For practices with internal IT who want a sounding board. Pay per question or small monthly retainer.
The ones partners ask in discovery. If yours is not here, ask us directly.
Tell us what is on your partner agenda, what has stalled and what is keeping you up. If we can help we will say how. If we cannot we will say that too.