Operations systems consultancy

Accounting

The admin around the work costs as much as the work itself.

Client documents arrive through four or five different channels — email, WhatsApp, a shared drive, sometimes in person. Someone on your team has to retrieve each one, rename it, file it, and enter it somewhere.
The same questions come in every week: when is my next deadline, did you receive my documents, what do I owe this quarter. Each one interrupts a partner or a senior who is mid-task.
Deadlines depend on someone chasing a client for a missing document. That chase lives in someone's inbox, or their head.
Client data sits in your accounting software, an inbox, a WhatsApp thread, and someone's memory — and none of them fully agree.

01 / 3

Document intake and processing

The reality today

A client sends an invoice via WhatsApp. Another emails bank statements. A third drops off a folder of receipts. Someone on your team retrieves each one, renames it, saves it to the right folder, extracts the data, and enters it into your accounting software. Multiplied across a client base, this consumes hours every week.

What we build

A unified intake system that receives documents from every channel your clients already use. Each document is read, categorised, named to your conventions, filed in the correct client folder, and the relevant data is pushed into your accounting software. Anything ambiguous is flagged for review — not silently filed in the wrong place.

What changes

The team stops handling documents and starts reviewing exceptions.
Intake is consistent, regardless of which staff member receives the file.
Nothing waits in an inbox for someone to get to it later.

02 / 3

Recurring client questions

The reality today

A meaningful share of the questions your clients ask does not require professional judgment. "When is my next VAT deadline?" "Did you receive the documents I sent?" "What do I owe this quarter?" Each one interrupts a partner or senior accountant — and each interruption breaks focus on work that does require judgment.

What we build

A client-facing system — accessible through the channel your clients already use — that handles recurring, non-judgment questions automatically. Connected to your client database and your accounting software, so it answers from real, current information: actual deadlines, actual filings, actual balances. Anything requiring a human is escalated cleanly, with full context attached.

What changes

Partners stop being a help desk.
Clients get faster answers without waiting for someone to be available.
Questions that require judgment reach you with the context already gathered.

03 / 3

Client onboarding

The reality today

When a new client is taken on, someone collects engagement documents, KYC information, signed letters, and account details — by email, by hand, sometimes across multiple weeks. Different people handle different parts. Nothing is standardised. The same information is asked for twice.

What we build

A structured onboarding sequence that collects every required document and detail in one flow, triggered when a new client is confirmed. Engagement letters are sent, signed, and returned automatically. Completed records land in the right place without anyone chasing.

What changes

New clients are onboarded in days, not weeks.
The same checklist runs every time, regardless of who manages the account.
Partners spend less time on paperwork and more time on the first substantive conversation.

Related case study

See the accounting document-control proof asset.

A working operating layer for missing client documents, follow-ups, staff workload, draft reminders, and close-week risk.

View Accounting Document Control →

We are not a software vendor. We do not sell a product you install. We come in, map how your operation actually runs, identify the one or two workflows costing you the most — and build the system that removes them. Tailored to your firm, integrated with the tools you already use. We work with a small number of clients at a time. If this sounds like the right conversation, start with an audit.

Start with an audit →