Business Performance Review · Accountancy
Your practice runs on deadlines.
Too much of the work is still done by hand.
A fixed-scope Business Performance Review that shows exactly where time leaks between your systems, and what to fix first.
Fixed-scope review for practices up to 50 staff. Introductory launch price £500. No obligation.
Business Performance Index
- Operational efficiency
- Governance & control
- Automation readiness
- Insight & reporting
Illustrative — your real scores come from your Review
92% of accountants and bookkeepers say they spend too much time on manual tasks.
Sage, Practice of Now 2024-2025; survey of 1,000 accountants and bookkeepers across six countries.
Your clients pay you for advice, not for copying information between systems.
Sound familiar?
The practices we work with are well run and careful. The effort usually leaks in the same places.
Data re-keyed between systems
Client records typed again between IRIS, Xero and Sage.
Chasing records by hand
Manual reminders to clients for paperwork, every period.
Period-end assembled manually
Month-end and year-end packs pulled together by hand.
Overtime instead of capacity
Deadline peaks met with overtime rather than more headroom.
Reports built on demand
Answers for partners assembled by hand when they are needed.
The transformation
From documents-by-hand to entered once
The same client work, re-engineered so information is captured once and flows through your systems.
How a client's work flows now
The same work, engineered
Your team isn't inefficient.
The systems force them to be.
What you get back
Time to do the work clients value
Two in five accountants and bookkeepers spend less than 10% of their time on client management.
Sage, Practice of Now 2024-2025; survey of 1,000 accountants and bookkeepers across six countries.
89% believe automation would free up time, but only 37% say they are already automating processes.
Sage, Practice of Now 2024-2025; survey of 1,000 accountants and bookkeepers across six countries.
The Review
A fixed-scope review, built for a practice like yours
Business first, technology second. We look at how the work really flows before we recommend anything, and sometimes the answer is a better process, not new software.
- Up to 4 interviews, up to 5 core processes, up to 8 systems
- Business Performance Index and maturity profile
- Operational waste analysis, quantified in hours and cost
- Governance review and an honest view of where AI would genuinely help
- Your top 10 opportunities, ranked by impact and effort
- A prioritised roadmap and an executive presentation
Tools commonly found in accountancy practices we work with
We work with your existing tools first. Improvements start with how the work flows; only then do we look at technology. We are not bound to any one supplier — recommendations follow the engagement, not the other way around.
Security & governance by design
Careful with your clients' data, because you have to be
- Your raw data stays with you; we work from it to produce your report
- We request the minimum access required, and document every data flow
- Mindful of AML client due diligence and UK GDPR obligations
- Governance considered from day one, not bolted on later
See exactly where your practice is losing capacity, and what to fix first
Introductory launch price £500 · fixed scope · no obligation · plain English, no jargon.