Stop selling the hours you resent.
Bookkeeping, reconciliation, VAT and routine year-end are not why you qualified. Financial IQ absorbs them, so the hours you bill are the ones your clients actually value.
| Client | Books done to | What’s outstanding | State |
|---|---|---|---|
| Dunmore Fabrication Ltd | 31 Jul | Bank feed disconnected for 19 days | Blocked |
| Calder Vale Foods Ltd | 18 Aug | 42 lines uncoded, £3,910 in suspense | Stalled |
| Ashworth Joinery Ltd | 6 Sep | 12 receipts waiting to be read | Behind |
| Grangemoor Property Ltd | 9 Sep | Rent received not matched to tenants | Behind |
| Whitmore Electrical Ltd | 14 Sep | 3 supplier bills awaiting approval | Behind |
| Meridian Design Ltd | 28 Sep | Nothing outstanding | Current |
| Eastgate Dental Practice | 27 Sep | Nothing outstanding | Current |
clients need attention. 3 deadlines are due within 7 days or overdue.
“You are describing my billable hours.”
Yes. And they are the hours most at risk anyway, from software you do not control and clients who increasingly resent paying for data entry. The question is not whether that work disappears. It is whether you replace it deliberately or watch it erode.
We are not going to pretend this is neutral for every practice. If your model is volume bookkeeping at low margin, this is a threat. If you would rather advise, it is the tool that makes it possible.
See every client without opening every client.
Deadlines, blockers and anything the software was not sure about, across the whole book, ranked by deadline, blocker and age. You go where the exceptions are.
- Every client appears on the boards, whether or not anything is wrong.
- Each client shows who owns it and who reviews it.
Work arrives ranked, so the blockers get cleared first.
Bank feeds to reconnect, journals that do not balance and filings that failed rise to the top. Everything else waits in buckets, and you can move through it from the keyboard.
- Each item says whether it is a processing problem or needs an accounting decision.
- Snooze or dismiss an item with a single key.
Nothing in the queue. The engine has it covered.
Nothing files until the client has approved it, unless you record why.
Set your firm's filing policy once. Returns show whether the client has approved them, and warn you when the figures change after approval.
- A partner can file ahead of approval, with the reason recorded.
- Clients choose to share a read-only view of their personal tax position. You can never push data into it.
These figures have changed since the client approved them.
The more clients you bring, the bigger the discount on every one.
On every paid client plan, by how many you have.
| Paid client plans | Discount |
|---|---|
| 1 to 9 | 10% |
| 10 to 49 | 20% |
| 50 to 199 | 30% |
| 200 or more | 40% |
Whatever the size of your practice.
- Free migration from Xero, QuickBooks, FreeAgent, Sage and most other systems, done with you
- Practice Home, Boards and the work queue across every client
- Firm filing policy and client approvals
- A listing in the partner directory
- A named account contact
- Co-marketing and referrals
- Onboarding for your practice
- A say in what we build next
Talk to us to set up your practice.
What practices ask us
Bill for judgement, and let the software do the typing.
Joining is free. Client names and figures on this page are sample data.