Manage client compliance and billable hours faster, with systems built for the bench. Risk, audit, and the year-end run, on rails.
Same method, different shape. Pick the practice type closest to yours — each has a deep page with the sector-specific stack, proof, and how we measure.
Built for the firms where compliance is non-negotiable, the bench is the unit of revenue, and every January the year-end run swallows the team. The instrument behind the filings.
Filings tracked, reviews scheduled, regime updates surfaced before the deadline. The compliance calendar that the partner can read on a Sunday night.
Time capture inside the practice tools you already use. Live utilisation per fee-earner, per partner, per service line — not the spreadsheet that arrives in March.
Trial balance pulled, schedules generated, review queue routed. Same accuracy, a fraction of the manual ledger-tracing.
Branded portal. Records uploaded, engagement letters signed, invoices paid by Direct Debit. The chase emails stop.
Automated ID verification at onboarding, sanctions and PEP screening on a schedule. Audit trail ready for the supervisor visit.
Procedures, templates, advisory tone, technical memos — searchable from the file, the email draft, the client call. Trainees up to speed without shadowing for a year.
A six-partner accountancy practice ran year-end on a mix of Xero, BTCSoftware by Bright, and a shared Excel tracker the senior partner refreshed by hand. Three-week build: Xero Practice Manager wired into BTC accounts production, partner-review queue surfaced as a dashboard, client document-chase moved into a portal. Following season: year-end admin cut by 38%, partner Sundays returned, and two new advisory clients absorbed without a hire.
How we measure: year-end admin time = total fee-earner hours logged to compliance jobs across n = 287 limited-company clients, prior season vs post-build, sourced from Xero PM time entries; partner-review queue latency tracked weekly Oct–Mar.
If your work isn't exactly this, the nearest sectors share the rhythm. Or browse every industry we build for.
Bring the WIP report and a recent year-end timeline. We diagnose from the numbers.