Our commitment to every client
Whatever technology is released — AI tools, HMRC systems, practice management platforms, automation frameworks — we evaluate it, implement what helps your practice, and retire what doesn't. You focus on your clients. We handle the rest.
Our specialists are chartered accountants and systems developers. We understand accounting work from the inside — not from the outside looking in.
What we automate and build for your practice
Six categories — covering every area where technology can make your practice more efficient, more compliant, and more valuable to clients.
🛡️
Compliance & Regulatory
- ✓ Engagement letter e-signatures (ECA 2000 compliant)
- ✓ AML Customer Due Diligence — full MLRO records
- ✓ MTD for Income Tax — tracking and automated reminders
- ✓ Statutory deadlines — CT600, SA, VAT, Companies House
- ✓ GDPR Data Processing Agreements
- ✓ Companies House auto-lookup and filing alerts
- ✓ Regulatory change monitoring and practice alerts
🤝
Client Communication & Retention
- ✓ Digital onboarding portals — branded to your practice
- ✓ Escalating automated reminder sequences
- ✓ Professional correspondence hub — 16+ letter templates
- ✓ Client welcome and onboarding email sequences
- ✓ WhatsApp integration for client follow-up
- ✓ Client signing portal — any device, no login required
- ✓ Document delivery and acknowledgement tracking
📊
Financial Modelling & Advisory
- ✓ Cash flow forecasting — per client or portfolio
- ✓ 3-way forecasting (P&L, balance sheet, cash flow)
- ✓ Rolling budgets and reforecast models
- ✓ Scenario planning — best, base and worst case
- ✓ KPI dashboards and management report packs
- ✓ Board packs and investor-ready financial reports
- ✓ Funding applications and working capital models
🤖
AI & Emerging Technology
- ✓ AI-powered document and letter drafting
- ✓ AI research — regulatory changes, industry analysis
- ✓ AI tools for tax research and technical queries
- ✓ Meeting notes, action tracking and follow-up automation
- ✓ Workflow automation (Zapier, Make, n8n and beyond)
- ✓ AI integration into your existing practice software
- ✓ Independent advisory — what to use, what to avoid
⚙️
Practice Operations
- ✓ Practice management workflow design
- ✓ Team efficiency systems and process mapping
- ✓ Document management and secure archiving
- ✓ Full audit trails on every client interaction
- ✓ Practice performance dashboards
- ✓ Integration with Xero, QuickBooks, Sage and CCH
- ✓ Data export — CSV, PDF, and reporting formats
🚀
Business Development & Growth
- ✓ Business plan preparation — delivered in your name
- ✓ Proposal templates and engagement pricing tools
- ✓ ROI calculators and value demonstration tools
- ✓ Client profitability modelling by service line
- ✓ Practice scorecard and benchmarking reports
- ✓ Service expansion advisory for new revenue lines
- ✓ Competitor and market positioning analysis
Why technology is your strongest client retention tool
Clients do not leave accounting firms that make them look ahead.
When your practice delivers cash flow models, MTD guidance, AI-assisted planning and proactive compliance alerts — your clients see a firm that is ahead of the curve. That perception is worth more in retention than any price reduction. Every technology we implement for you becomes a reason for your clients to stay and a reason for new clients to choose you.
Proactive compliance alerts
Clients receive MTD reminders, deadline alerts and regulatory updates from your practice — automatically.
Advisory delivered under your name
Financial models, business plans and board packs — produced by our specialists, branded as yours.
Always current with AI and regulation
We monitor every new tool and regulatory change. When it matters to your clients, we bring it to you.
What our clients achieve
These are the outcomes that matter — not the features that produce them.
⏱️
Work as efficiently as the largest firms
Automation removes the administrative burden that slows sole traders and small practices. Your time goes to clients, not to chasing paperwork.
🏆
Retain clients others cannot keep
When you proactively deliver technology, modelling and advisory that most practices cannot offer, clients have no reason to leave — and strong reasons to refer.
🔒
Stay fully compliant, always
AML, MTD, engagement letters, GDPR, Companies House — every regulatory requirement automated, recorded, and audit-ready. No spreadsheets. No gaps.
💡
How the service works
We begin with a project fee that covers the full build and launch of your systems — designed around your practice, not a generic template. Once live, a monthly subscription maintains the infrastructure, processes your client documents, updates as regulations change, and delivers your included consultancy hours. Those hours are the heart of the service: time each month with a chartered accountant and systems specialist who works on whatever your practice needs — a financial model, a business plan, technology research, a new automation. Think of us as a senior specialist on retainer — not a helpdesk.
What your monthly consultancy hours can be used for
Your hours are yours to direct however your practice needs that month. There is no predefined scope. Our specialists are chartered accountants and systems developers who work across technology, advisory, compliance and research.
AI tool implementationSet up and integrate AI tools into your practice — ChatGPT, Claude, Copilot, specialist tax AI. We do it properly.
Build something newA workflow, a template, a dashboard, a financial model — whatever your practice needs that month.
Prepare for a clientBusiness plan, financial model, funding pack, board report — completed by us, delivered in your name.
Technology advisoryWhich tools should you adopt? What is changing in your sector? Independent guidance — not a vendor pitch.
Research & analysisRegulatory changes, market analysis, competitor review — delivered to you directly, not generated by a generic AI.
Training & onboardingHelp your team adopt new systems, understand new regulations, or build confidence with new technology — structured and recorded.
Two ways to work with us
Start with the self-service tool, or come to us for the full managed service. Both use the same FirmReady platform. The difference is who builds, maintains and develops it.
FirmReady — £12/month
The compliance tools. You run them yourself.
- ✓ Engagement letters, AML, MTD, deadlines, onboarding
- ✓ No setup fee — live within minutes
- ✓ 14-day free trial — no card required today
- – No specialist consultancy included
- – No financial modelling or advisory
- – No AI implementation or technology advisory
Start free trial →
Transformation Packages — from £79/month
The full service. We build, maintain and develop it for you.
- ✓ Everything in FirmReady, set up and run for you
- ✓ Monthly consultancy hours — specialist time, your agenda
- ✓ Cash flow models, scenarios, board packs, business plans
- ✓ AI tools implemented and integrated into your practice
- ✓ Every relevant new technology — evaluated and deployed
- ★ 14-day delivery guarantee on your full system build
Book a free strategy session →
We will map out exactly what your practice needs — no obligation
💡
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.
★ 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
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
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 implementing a new AI tool into your workflow, building a financial model for a client, preparing a business plan under your practice name, researching a regulatory change, or advising on which technology your practice should adopt next. 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. There is no predefined scope — your hours serve whatever your practice needs most that month.
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.
Do we need to hire any other AI consultant or technology advisor if we are on a Transformation Package?+
No. That is the point of the service. We monitor every AI tool, every accounting technology platform, every HMRC system update, and every automation framework that is released. When something is relevant to your practice — whether it is a new AI capability in Xero, a change to MTD requirements, or a workflow tool that would save your team four hours a week — we bring it to you, implement it, and maintain it. You do not need a separate AI consultant, a technology advisor, or an automation specialist. We are all three, and we understand accountancy from the inside.