Our expertise Accounting and bookkeeping
TodayStaff chase missing statements and receipts through long email threads before a file is ready for review.
Where the time comes from
Each job your team repeats, how long it takes today and with us, and the sum behind every hour. Worked examples from our industry playbook; your audit swaps in your own numbers.
100 x 80% = 80 a week, x 3 minutes saved = 240 minutes, less 30 of upkeep = 3.5 hours a week
40 x 80% = 32 a week, x 9 minutes saved = 288 minutes, less 30 of upkeep = 4.3 hours a week
3 x 80% = 2.4 a week, x 90 minutes saved = 216 minutes, less 30 of upkeep = 3.1 hours a week
10 x 80% = 8 a week, x 15 minutes saved = 120 minutes, less 20 of upkeep = 1.7 hours a week
40 x 80% = 32 a week, x 4 minutes saved = 128 minutes, less 20 of upkeep = 1.8 hours a week
What we would build first
Connect engagement scopes, internal procedures and approved client FAQs. Staff can find approved answers without repeating searches and questions.
Match submitted documents to a client checklist, identify gaps and prepare personalised requests and a file status summary.
Draft engagement proposals from approved scope templates, reducing repeated setup and writing.
Turn client meeting notes into actions with owners and dates, ready for the accountant to approve.
Prepare reminders for overdue client invoices from the practice's debtor records, for a person to check before sending.
Growth, on autopilot
Research, a daily brief and your social media, prepared every day and approved by you in a tap. Nothing is posted or sent without your yes.
Every week, a short summary of what other practices near you changed: prices, packages, offers, new reviews and what they posted.
One message before your day starts: new enquiries, what is on today, anything overdue, what competitors did, and the few things that need your yes.
A month of posts planned from your strategy and drafted in your voice, with your photos and brand, each one waiting for your approval before it goes out.
Pages and articles written from your own expertise and the questions buyers ask, so you are found on Google and named in AI answers. Edited by you before publishing.
Custom builds
Every business has one or two jobs nobody else does quite the same way: a pricing model, a compliance trail, a handover between teams, a report only your clients ask for. We build around exactly how you work, inside your own systems and data. These are usually the builds that pay back the most, and your audit finds them.
A person always checks
Accountants approve tax treatment, adjustments, advice and client communications.
How we worked it out
Worked examples across the whole team: the jobs a week, minutes before and after, 80% of them using it, less the upkeep, valued at $115,000 a year per person fully loaded. Your audit swaps in your real volumes and minutes. Not client results.
Eight quick questions, a plan in under a minute, and the full version in your inbox. Free, no call needed.
