Stop Losing Hours to Manual Accounting Work.
Automate onboarding, billing, and compliance workflows by connecting all your tools and uniting them in Microsoft 365.
Work with a hands-on automation partner who builds with your team, not just for them and supports your staff to confidently run and improve it long-term.
Why Partnership Works for Accounting Firms
Most automation fails because it’s not truly adopted. The partnership model ensures your team understands how systems work, can improve them, and actually wants to use them because they were part of building them.
Understanding vs. Implementation
Your team doesn't just get working automation - they understand how it works, why it works, and how to improve it.
Gradual Growth vs. Big Bang
Build capabilities steadily with full team buy-in rather than overwhelming changes that create resistance during busy periods.
Flexibility vs. Lock-in
Month-to-month partnership means we adapt as your firm grows. No rigid contracts or vendor dependencies.
Teaching vs. Training
Ongoing mentorship and knowledge transfer, not just end-user training on finished systems.
My Role: Your Embedded Automation Lead
Working closely with your partners and staff, I build practical automation solutions within your existing Microsoft 365 environment, teach your team how everything works, and help you develop internal capabilities that grow stronger over time.
Think of it as your fractional Head of Automation who builds, implements, and mentors - all within the Microsoft 365 you already have.
What You Actually Get
When we work together, I become an integral part of your accounting team to ensure your specific workflows are automated effectively.
Embedded Team Member, Not External Vendor
- Direct access to your team for questions, training, and guidance
- Knowledge transfer built into every automation project
- Your capabilities grow stronger month after month
Custom Solutions for Your Reality
- Discovered through workflow observation with your team
- Built for your client onboarding, billing, and compliance processes
- Pulls data from Xero, QuickBooks, and your existing software directly into Microsoft 365 using Power Automate and custom integrations
- Handles edge cases that break standard automation
- Scales with your firm as you grow and take on more clients
Teaching-First Approach
- Your team learns as we build together
- Complete transparency. No black box solutions
- Internal ownership of all automation systems
- Future-ready capabilities as technology advances
What Partnership Looks Like
The partnership approach focuses on collaboration and shared success for your accounting firm.
Month 1
Quick Wins + Foundation
- Identify the manual tasks stealing your team's time (client follow-ups, document chasing, data entry)
- Implement 2-3 valuable automations within Microsoft 365 that deliver quick results
- Team education on how the automations work and how to maintain them
- Establish our working rhythm and communication
Month 2-3
Building Capabilities
- Develop custom client onboarding workflows and invoice automation
- Create comprehensive automation for complex accounting processes
- Deep team training on managing and expanding the systems
- Performance monitoring and continuous optimisation
Ongoing
Growing Together
- Continuous improvement and new automation opportunities
- Team upskilling and capability development
- Strategic planning for future technology adoption
- Adaptation as your firm's needs and client base evolve
Transparent Pricing, No Surprises
The Solutions I Build With Your Team
Solutions designed specifically for accounting firm workflows, ensuring seamless integration with your existing processes.
Client Lifecycle Automation
From initial enquiry to project completion and billing. Automation that handles your specific client management processes within Microsoft 365.
Practice Management Dashboards
Real-time visibility into your firm's key metrics, pulling data from Xero, time tracking, and client systems into Power BI dashboards your partners actually want to use.
Intelligent System Integration
Make Xero, QuickBooks, time tracking, and Microsoft 365 work better together. Custom connections that eliminate data entry and reduce manual work.
Compliance & Documentation Tools
Purpose-built solutions for your regulatory requirements and audit trails - the automated compliance tools your firm needs but could never find.
Common Questions
Find answers to common questions about our services and how we can assist you.
Not at all. Good automation eliminates the tedious work so your team can focus on what actually matters - advising clients, building relationships, and growing the practice.
What automation handles:
- Repetitive data entry and document processing
- Following up on overdue invoices and missing documents
- Routing information between systems
- Generating standard reports and communications
What your team focuses on:
- Strategic client advice and planning
- Complex problem-solving and analysis
- Building stronger client relationships
- Business development and growth
The result: Your clients get faster, more consistent service on routine matters, whilst receiving more attention and expertise on the issues that actually impact their business.
Automation makes your team more valuable, not redundant. Partners spend time on partner-level work, and staff focus on learning and development rather than manual tasks.
Security is paramount when handling sensitive client data. I follow strict protocols to ensure your firm's and your clients' information remains protected:
Data Handling:
- All automations work within your existing Microsoft 365 environment - your data never leaves your secure tenant
- No third-party AI services process your sensitive client information
- Automations use secure APIs and encrypted connections only
- Full audit trails of all automated processes for compliance requirements
Access Controls:
- Temporary, limited access to your systems only for building automations
- Role-based permissions ensure I only see data necessary for the specific project
- Access is revoked immediately upon project completion
- All work is documented and transferred to your team for full ownership
AI & Automation Safety:
- Automations include error handling and validation to prevent data corruption
- Testing protocols ensure reliability before deploying to live client data
- Human oversight built into critical processes (approvals, client communications)
- Backup and rollback procedures for all automated systems
Compliance Ready:
- All solutions maintain audit trails required for accounting regulations
- GDPR compliance built into data processing workflows
- Documentation provided for regulatory reviews and audits
- Your firm retains full control and ownership of all data and systems
You maintain complete control whilst gaining the efficiency benefits of intelligent automation.
Absolutely. I specialise in pulling data from your current accounting software directly into Microsoft 365 using Power Automate and custom integrations. Whether it's Xero, QuickBooks, Sage, or practice management software - I build custom connections that eliminate data silos whilst keeping your existing systems.
Most accounting firms see their first time-saving automation within 1-2 weeks - usually something that eliminates 3-5 hours of weekly manual work like client follow-ups or document chasing. By month 3, we typically have 3-5 automations running that save 15-20 hours per week total.
Perfect! I understand accounting firms have strict compliance needs. All automations include proper audit trails, data security, and regulatory compliance built in. Your auditors will love the improved documentation and process consistency.
Because they help build it. When your staff understand and influence the solution, adoption happens naturally. Plus, I provide training and documentation so everyone knows exactly how everything works and why.
You'd need to hire a process improvement specialist (£45k+), a Microsoft 365 expert (£50k+), and a systems integrator (£40k+) - that's £135k+ in salaries alone, plus benefits and management overhead. My partnership gives you all these skills for £12k per year with no long-term commitment.
Month-to-month partnership means no risk. If something isn't working, we adjust the approach immediately. If you're not seeing value, you can pause anytime with 30 days notice. No contracts, no penalties - just results or you're not paying.
I identify the manual tasks stealing your team's time, implement 2-3 valuable Microsoft 365 automations that deliver quick results, begin team training on the Power Platform, and establish our working rhythm. You'll see immediate time savings while building the foundation for bigger wins.
Book a free consultation to discuss your firm's specific challenges. We'll identify immediate automation opportunities and see if working together makes sense for your practice.
Ready to Automate Your Accounting Firm?
Book a consultation to explore how Microsoft 365 automation partnership could transform your practice operations.
We'll discuss your specific challenges, identify immediate opportunities within your existing systems, and see if working together makes sense for your firm.