Everything a growing practice needs that is not accounting.
We work alongside accountancy and professional practices on the parts of the business the partners do not have time for. Stacey works in practice offices; Noel builds and runs the technology. One engagement, one point of contact, scoped as line items so you can take what you need.
What we take on
IT support and supplier change management
Taking control of Microsoft 365, domains, email and IT support, and managing the move away from an incumbent supplier without disrupting the practice.
Practice management and proposal software
Selecting, setting up and configuring practice management, proposal and HR systems, including the Bright suite, so onboarding, engagement letters and billing run from one place.
Standardising procedures
Documenting how the practice does things, from client onboarding to month-end, and turning that into templates, checklists and workflows the whole team follows.
Website
Positioning, copy, design and build, with hosting and domains in the practice's own name.
Marketing and social media
A realistic plan for a small practice, content the partners can approve quickly, and scheduled publishing that does not depend on anyone remembering to post.
AI in practice and advisory
Where AI tools help in a practice (drafting, document review, research, client communications), where they do not, and how to use them within professional and data-protection obligations.
How an engagement runs
- A free first conversation, then a short written proposal listing the line items you want, each with a fixed price or a day-rate estimate.
- Stacey leads the relationship and the process work, usually part of the week in your office. Noel delivers the technology remotely and visits for cutovers.
- Every account, licence and domain we touch ends up in the practice's name, with documentation handed over.
- Nothing is published or sent to a client, regulator or HMRC without a partner's sign-off.
Running a practice and short of time for the rest?
Tell us which of the six is costing you most, and we will start there. The first conversation is free and there is no obligation.
Get in touch