Transparent, fixed pricing

A one-off project fee to build and launch your systems, then a straightforward monthly subscription that keeps everything running. No hourly billing. No hidden charges. No surprises.

Practice Transformation Packages
Every package includes a combination of operational systems, advisory tools, bespoke consultancy hours, and access to our specialists — so your practice receives far more than automation.
Essentials
£1,200
One-off project fee
£79/month
Platform · Maintenance · Support · Digital processing
✓ Up to 20 client submissions/month included
⏱ 2 hours/month bespoke consultancy included
Onboarding & Compliance
  • ✓ Branded client onboarding portal
  • ✓ 1 smart intake form (individual clients)
  • ✓ Document collection portal
  • ✓ 3-step automated reminder sequence
  • ✓ Basic AML compliance checklist
  • ✗ Engagement letter e-signature
Advisory Tools
  • ✓ Cash flow forecasting template (1 client)
  • ✓ Basic KPI dashboard setup
  • ✗ Rolling budgets & reforecasts
  • ✗ Scenario planning models
Bespoke & Technology Access
  • ★ 2 consultancy hours/month (build, advise, research)
  • ✓ Technology advisory access
  • ✗ Business plan preparation for clients
  • ✓ 30-min staff training walkthrough
  • ✓ 14 days post-launch support
Get started
★ Most popular
Standard
£2,200
One-off project fee
£149/month
Platform · Maintenance · Priority support · Digital processing
✓ Up to 50 client submissions/month included
⏱ 5 hours/month bespoke consultancy included
Onboarding & Compliance
  • ✓ Branded client onboarding portal
  • ✓ 2 forms (individual + business clients)
  • ✓ Document collection + client portal
  • ✓ 5-step reminder sequence + SMS
  • ✓ Full AML workflow with audit trail
  • ✓ Engagement letter + e-signature
  • ✓ Client welcome email sequence
Advisory Tools
  • ✓ Cash flow forecasting (up to 5 clients)
  • ✓ Rolling budgets & reforecast models
  • ✓ Scenario planning (best/worst/base)
  • ✓ KPI dashboard & management report pack
  • ✓ Budget vs actual reporting
  • ✗ 3-way forecasting (P&L + BS + CF)
  • ✗ Board packs / investor reporting
Bespoke & Technology Access
  • ★ 5 consultancy hours/month — build, model, advise, research
  • ✓ Business plan preparation for clients (on request)
  • ✓ Technology advisory & latest tools guidance
  • ✓ 60-min live training + full recording
  • ✓ 30 days post-launch support
Get started
Premium
£3,500
One-off project fee
£249/month
Platform · Maintenance · Dedicated support · Digital processing
✓ Up to 100 client submissions/month included
⏱ 10 hours/month bespoke consultancy included
Onboarding & Compliance
  • ✓ Branded client onboarding portal
  • ✓ Unlimited custom intake forms
  • ✓ Document collection + client portal
  • ✓ Custom reminder sequence + escalation
  • ✓ Full AML + identity verification
  • ✓ Multiple letter templates + e-signature
  • ✓ Custom branded welcome sequence
Advisory Tools — Full Suite
  • ✓ Cash flow forecasting (unlimited clients)
  • ✓ 3-way forecasting (P&L + balance sheet + cash flow)
  • ✓ Rolling budgets, reforecasts & scenario models
  • ✓ Full KPI dashboard suite
  • ✓ Profitability modelling by product/client/segment
  • ✓ Working capital improvement models
  • ✓ Funding & lending readiness packs
  • ✓ Board packs & investor reporting
Bespoke & Technology Access
  • ★ 10 consultancy hours/month — your specialists on demand
  • ✓ Business plan preparation for any client
  • ✓ Dedicated technology consultant access
  • ✓ Latest technology advisory — always current
  • ✓ Half-day workshop + full SOP manual
  • ✓ 60 days post-launch support + monthly review
Get started
💡

What does the monthly subscription actually cover?

The subscription maintains the digital infrastructure that keeps your practice systems operational — secure UK-based hosting, ongoing system maintenance, processing of client form submissions and documents, updates as regulations change, and access to our support team. Think of it exactly as you would your Xero or QuickBooks subscription: it is the cost of keeping the capability available and current. Without it, the systems stop processing. Your monthly bespoke consultancy hours are also included — for building additional tools, modelling work, research, or anything your practice needs that month.

What can you use your bespoke consultancy hours for?

Your included hours are yours to use however your practice needs that month. Our specialists are chartered accountants and system developers — not just technicians.

Build something newA workflow, a template, a dashboard, a model — whatever your practice needs.
Prepare for a clientBusiness plan, financial model, funding pack, board report — completed in your name.
Technology advisoryWhat tools should you be using? What is changing in your sector? Honest, independent guidance.
Research & analysisMarket research, regulatory review, competitor analysis — delivered to you, not to a generic AI.
Training & guidanceHelp your team understand a new system, regulation, or tool — structured and recorded.
Problem solvingSomething your practice is struggling with — bring it to us and we will work through it together.
Full package comparison
FeatureEssentialsStandardPremium
Project fee£1,200£2,200£3,500
Monthly subscription£79/mo£149/mo£249/mo
Included submissions/mo2050100
Bespoke consultancy hours/mo2 hours5 hours10 hours
Client onboarding portal✓✓✓
AML compliance workflowBasicFull + audit trailFull + ID verify
Engagement letter e-sign✗✓✓
Cash flow forecasting1 clientUp to 5 clientsUnlimited
Scenario planning models✗✓✓
3-way forecasting✗✗✓
Board packs / investor reports✗✗✓
Business plan preparation✗✓✓
Technology consultant accessGeneralGeneralDedicated
Post-launch support14 days30 days60 days + monthly review
14-day delivery guarantee✓ All packages — live in 14 days or we continue at no additional cost
★ Flagship Enterprise Programme

The Practice Partner Programme
— Profit Sharing For Your Practice

Your practice holds trusted relationships with business clients who need exactly what we build. We create the systems under your name. You introduce them to your clients. The profits are shared — transparently, monthly, and permanently.

70%
Your practice
Of net profit after platform costs
30%
The Practice team
Covers all technology, maintenance and support
This is profit sharing — not revenue sharing. Your business clients pay their monthly subscription to your practice. We deduct actual platform operating costs first (typically £8–£15 per client per month, fully itemised). The remaining net profit is then divided 70% to your practice and 30% to us. You see every figure every month. There are no hidden deductions.
1

Apply

Book a Partner Consultation — we review fit and set up your partner account

2

We build

Our team creates systems for your clients — branded under your practice name

3

You introduce

You present the service to your business clients — you control the relationship

4

You earn

70% of net profit credited to your practice — every month, indefinitely

🏢 What your business clients receive

  • Cash flow forecasting and scenario planning
  • Management dashboards and KPI reporting
  • Client onboarding and document workflows
  • 3-way financial forecasting models
  • Funding and investor-ready financial packs
  • Board packs and stakeholder reports
  • Working capital improvement models
  • Everything delivered under your practice name

⚙️ What you never need to handle

  • Any technical build or system configuration
  • Platform hosting or server management
  • Digital processing costs or infrastructure
  • System updates as regulations or tools change
  • Technical support from your business clients
  • Data processing compliance obligations (we are processor, you are controller)
  • Maintenance when integrations or tools update
Calculate your practice profit share
Number of business clients enrolled
Monthly subscription per client (£) — you set the price
Est. platform cost per client/month (£8–£15)
Monthly subscriptions collected by your practice£1,980
Less: itemised platform costs-£240
Net profit available to share£1,740
The Practice share (30% of net profit)£522
Your practice earns (70% of net profit)£1,218/mo
Your annual profit share income£14,616/yr
Apply as a founding partner → Email our team directly

Limited to 20 founding partner practices · Priority onboarding and dedicated specialist · No technical knowledge required from your practice

Questions we are frequently asked

What exactly does the monthly subscription maintain?+
The subscription covers secure UK-based hosting, ongoing maintenance of all your workflows and systems, processing of client form submissions and documents, updates as HMRC regulations or Companies House requirements change, and access to our support team. The bespoke consultancy hours in your package are also delivered monthly as part of your subscription. Think of it as your practice systems' operating cost — precisely as Xero or QuickBooks is for your accounting software.
What happens if we submit more than our monthly fair use?+
We will contact you before any additional charges apply. Excess usage is billed at actual cost — we do not inflate this figure. Most practices never exceed their tier allowance. If you consistently do, we will recommend an upgrade which gives you a higher allowance at better value per submission.
How do the bespoke consultancy hours work in practice?+
At the start of each month you tell us what you need. It might be a financial model for a client, a business plan prepared in your practice's name, research on a regulatory change, a new dashboard built, or guidance on a technology decision. Our team of chartered accountants and systems specialists delivers it within the month. Hours do not roll over but can be increased on request at a fixed rate.
For the Partner Programme — what price do we charge our business clients?+
You set the price entirely. We recommend £79–£249/month depending on the service complexity and client size. Whatever you charge, the platform costs are deducted first and the remaining profit is split 70% to your practice and 30% to us. If you choose to charge more for larger clients, your profit margin naturally increases accordingly.
Will our business clients know The Practice is involved?+
Only if you choose to tell them. Every system, portal, and report is built and branded under your practice name. Your clients see your brand exclusively. We operate entirely in the background as your technology and delivery partner.
Can we cancel the monthly subscription?+
There is a three-month minimum commitment, after which it is rolling monthly. If you cancel, the processing systems will stop operating but you retain all your data, workflow designs, and any materials prepared for you. You may re-subscribe at any time to restart the service at the prevailing rate.

Ready to start?

Book a free 30-minute consultation or apply for the Partner Programme.

Book free consultation Apply as partner →