For accounting and bookkeeping firms

Your best people should be doing advisory, not bookkeeping. AI can move them up the value chain.

We build a free, costed AI Accounting Roadmap that shows where AI takes the compliance grind off your team, with the governance you need to stay safe under FRC and HMRC scrutiny.

Get my free AI Roadmap

Recognise yourself

If any of this sounds familiar, the call is worth it

Junior team time is spent on bookkeeping that AI can do faster, cheaper and with fewer errors.

Onboarding new clients takes weeks because every firm reinvents the discovery and engagement-letter process.

Partner judgement still lives in heads, and quality varies by who ran the engagement.

AI tools are creeping into junior workflows informally, with no governance and no audit trail.

The offer

The 7-Day AI Profit Roadmap for Accounting Firms

A discovery call followed by a focused deliverable. No pitch.

45-minute AI Profit Diagnostic call with the founders
$400 value
Current-state read of bookkeeping, onboarding and review workflows
$800 value
Three named quick wins for your accounting team, week-one actionable
$600 value
The costed AI Profit Roadmap (priority-ranked opportunities, payback and compliance estimates)
$2,000 value
An honest No-Go List (where AI is not the answer yet)
$300 value
Architecture fit note for Xero, QuickBooks, IRIS (or your current stack)
$600 value
AI Governance Starter (acceptable-use policy template)
$300 value

Total value

$5,000 USDapprox. £3,900 GBP

Yours free.

Book your AI Opportunity Audit

Relevant case study

From the founders' track record.

Professional Services ERP

ERP

Challenge

A global professional-services firm needed a clear route from fragmented requirements to a coherent ERP plan, with confidence on scope, sequence, data migration and adoption risk.

What was built

Led discovery and solution shaping across business processes, ERP module mapping, GAP analysis, MVP definition and a phased roadmap, built around native-first configuration and business-readable effort.

Outcome

Clear phased roadmap
Scope confidence for leadership
Native-first delivery
Governed go-live plan

What people say

What people who have hired us say

Priya Sharma
Managing Partner, Mid-tier accountancy firm

Sophie Tremblay
Head of Delivery, Advisory consultancy

Common questions

Things people ask before booking

Will my partners support this?
Yes, once they see what it frees them to do. The roadmap goes to partners, not to staff.
We are concerned about client data privacy.
So are we. The roadmap covers data residency, model isolation and audit trails. We do not deploy AI that compromises client confidentiality.
How long does the call take?
Thirty to forty-five minutes.

Book the call. Keep the roadmap.

Thirty to forty-five minutes. We deliver your The 7-Day AI Profit Roadmap for Accounting Firms within a week.

Book your AI Opportunity Audit