Professional services
62% less administrative time across the practice
A mid-sized accounting practice
All case studiesResults
Measured against the case agreed at the start.
62%
less administrative time
9 days
faster onboarding
2.4x
more advisory hours billed
The challenge
What the operation looked like before.
Every new client began with a long exchange of emails requesting documents. Nobody could say what was outstanding without opening three systems, and partners were spending evenings on preparation rather than advice.
What we did
The work, in order.
- Structured intake with automatic reminders for outstanding items.
- A client portal showing exactly what was still required.
- Assisted preparation drawing on the practice's own working papers.
- Written procedures and training for the whole team.
“We took on a third more clients without adding an administrator.”
Book a working session.
Ninety minutes on your operation with people who have done this work before. You leave with the first three things worth fixing, whether or not you hire us.