London Accountants: Less Time Chasing Clients. More Time Billing.
You run a practice in London — maybe near the City, maybe in a suburban high street. Either way, the admin is the same: chasing clients for bank statements, manually onboarding new clients across Xero and your practice management system, sending the same deadline reminders one at a time. We automate the repetitive layer so your team can focus on the work that actually bills.
✓ 5+ hours/week guaranteed or full refund · ✓ Report in 5 days
One-off fixed fee. No subscriptions. No surprises.
45-Min Workflow Deep Dive
We map how your business actually runs — sales, quoting, admin, follow-ups, invoicing. Every repetitive task surfaces.
Custom Automation Blueprint
Delivered in 5 business days. A practical plan showing exactly what to automate, which tools to use, what it costs, and how much time you'll save.
3+ Time-Saving Systems — Guaranteed
If we don't uncover at least 3 real automation opportunities, you pay nothing. No questions asked.
Why It's Worth It
Most clients uncover 5–10 hours per week in recoverable time. That's 250–500 hours a year. At even £50/hr, that's £12,500–£25,000 in reclaimed capacity.
The problem
Sound familiar?
These aren't random inefficiencies. They're the same tasks, every week, taking the same amount of time — because nothing has been set up to handle them automatically.
Chasing clients for documents eats your mornings
Bank statements, receipts, payroll summaries — you send the same request emails every month. Half the time you chase twice. London clients are busy and slow to respond, which means your team spends billable hours on work that generates no revenue.
New client onboarding is a 90-minute job every time
Engagement letter, AML check, fact-find, Xero setup, practice management entry. Every new client means the same sequence of tasks across multiple systems. In a growing London practice, onboarding bottlenecks slow down the whole pipeline.
Deadline management runs on anxiety
Self-assessment, payroll runs, VAT quarters, Companies House filings, MTD submissions — your team tracks it across spreadsheets, Senta or Karbon, and a healthy dose of personal memory. One missed deadline for a London client can mean significant penalties.
What we automate
Automations for accountants in London
These are the specific workflows we automate for accountants businesses. Each one is built around your existing tools and processes — not a generic template.
Client document chasing
Automated reminder sequences that escalate from polite to firm, triggered on a schedule. Tracks who has responded and who hasn't — so nothing goes out the week before deadline.
New client onboarding
Welcome email, fact-find form, AML checklist, and engagement letter sent and tracked automatically. New clients move from enquiry to onboarded without manual steps at each stage.
Filing deadline reminders
Personalised deadline reminders sent to each client at the right intervals — without your team manually emailing the same message to 50 people every quarter.
Proposal and engagement letter generation
Client details pulled from your CRM into proposal templates. A ready-to-send document in minutes rather than 20 minutes of copying and reformatting.
Real results
City of London practice, 200+ clients
An EC2-based accountancy firm serving a mix of City professionals and small businesses was losing 12 hours a week to document chasing and manual onboarding. We automated client reminders, built a self-serve onboarding sequence, and connected their Xero and practice management systems.
11
Hours saved per week
75%
Document chase time reduced
90 mins → 15 mins
New client onboarding time
The offer
5+ Hours Saved Per Week.
Or Your Money Back.
The AI Assessment is a 45-minute discovery call, a custom report built around your specific workflows, and a 30-minute review walkthrough. Delivered in 5 business days. If we can't find 5 hours of weekly savings you could realistically implement, you get a full refund.
- ✓45-min discovery call
- ✓Custom 5–7 recommendation report
- ✓30-min review walkthrough
- ✓4-day quick wins plan
- ✓Money-back guarantee
Questions
Common Questions
Does this work with Xero Practice Manager, IRIS, or Senta?+
We've built automations for the major UK practice management platforms including Xero PM, IRIS, Senta, Karbon, and TaxCalc. The AI Assessment maps your exact stack and confirms what's possible before you spend anything.
We're a small London practice with 80 clients. Is this worth it?+
Practices with 60-100 clients often see the strongest ROI because the document chasing is constant but there's no dedicated admin team. The free AI Audit gives you an honest read on your situation.
Are there compliance implications for automating client communication?+
We build on your existing systems and accounts — client data stays where it is. The automations are templates you control, not a black box sending messages without oversight. We also document the workflows for your compliance files.
Ready to Get Your Time Back?
The call is 45 minutes. Your report arrives in 5 business days. Most clients have their first automation live within a week of the review call.
Book Your AI Assessment — £4995+ hours/week guaranteed or full refund · Custom report in 5 days · 30-minute review call included
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