Tell us how your practice runs

Plain English is perfect — write it the way you'd explain it to a new member of staff.

About you

Your name

Practice or firm name

What services do you provide, and to how many clients?

e.g. year-end accounts and VAT for 80 clients, payroll for 30

What recurring deadlines drive the work? (optional)

VAT quarters, year-ends, payroll runs, confirmation statements

How do you charge?

Fixed monthly fees, hourly, per-job — and your payment terms

What documents flow through the practice? (optional)

Engagement letters, records in, accounts out — and where they live now

The address client emails should come from (optional)

What does your current system get wrong? (optional)

The workarounds, the spreadsheet on the side — that's the part we tailor around

Roughly what does it cost you? (optional)

Monthly fees, per-use charges, commission — whatever you pay

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