Confidential Practice Discussion

Book a 20-Minute Capacity Discovery Call

A practical, no-pressure conversation between accounting professionals to evaluate your firm's bottlenecks, software environment, and pilot suitability.

What to Expect

Our 20-Minute Discovery Agenda

We respect practice partner time. Our initial discussion follows a disciplined 4-part agenda:

1. Bottleneck Assessment (5 mins) Review where your team is currently losing the most hours (bookkeeping backlogs, VAT deadline crunches, or year-end accounts production).

2. Tech Stack & Access Setup (5 mins) Confirm your accounting software (Xero, QBO, TaxCalc, IRIS), remote access permissions, and working paper conventions.

3. Pilot Candidate Identification (5 mins) Identify a suitable, active client file for a low-risk One-Client Pilot to test working paper quality.

4. Mutual Fit & Next Steps (5 mins) If our delivery model cannot return substantial usable capacity to your practice, we will say so directly.

NDA Assurance: All discussions and practice disclosures are held in strict commercial confidence. A mutual NDA is executed prior to reviewing any live client documentation.

Practice Qualification & Booking Form

Please provide the details below so we can prepare relevant benchmarks for our call.

Full Name *

Practice / Firm Name *

Work Email Address *

Direct Phone / Mobile *

UK Office Location / City *

Current Practice Team Size *

Primary Accounting Software *

Primary Services Requiring Capacity Support *

Bookkeeping Backlogs Quarterly VAT Returns Year-End Working Papers Accounts Production (TaxCalc/IRIS)

What is your practice's primary capacity bottleneck today? *

🔒 All communications are protected by our Mutual NDA and governed under English law.