Custom systems / Accountants and bookkeepers
Custom business systems for accountants and bookkeepers
Practices grow on referrals and reputation, and most have no pipeline at all. The bookkeeping clients pay monthly for years. The accountancy clients pay annually and refer friends. Between January deadlines, the finding of new clients falls to whatever time is left, which is usually none.
Your week
The referral that went cold in the inbox
A solicitor you did one job for sends you a new business by email in March. You mean to reply properly, ring them, take them for a coffee. April arrives, then the 31 January world, and the email is three pages deep. The business went to a practice that rang back the same afternoon. Referrals are not won on the tax return. They are won on the reply.
Who we would contact for you
The people we would ring on your behalf
We build this list from your area and the work you want, inside a radius you set. You approve every batch before anything goes out.
New and growing local businesses
Startups, limited companies and the self employed in your patch who need a bookkeeper now and an accountant at year end.
Referrers
Solicitors, brokers, financial advisers and agents whose clients need accounts done, who send work when they are reminded you exist.
Trades and contractors
CIS returns, subcontractor records and VAT that most one-man firms cannot keep straight, bought monthly.
Landlords and property owners
Portfolio landlords who need accounts and self assessment done properly, year after year.
What the outreach would say
An example of what goes out
First message, sent under your name
"Hi [name], I run an accountancy practice here in [town]. When a client comes to you with a new company to set up or a rental portfolio that needs accounts, do you have a local firm you already send that work to? We take on bookkeeping monthly and accounts annually, and we are taking new clients this quarter."
Nothing goes out without you. You see the list, the wording and the replies, and the conversation stays yours.
Your maths
One sentence, in your numbers
A bookkeeping client pays every month, for years. One new client a month covers the build inside a year.
What it looks like in the system
Your outreach call list
The list starts with the businesses nearest your base, and every call is logged with an outcome so nothing gets lost and nobody gets called twice by mistake.
blueprint / outreach / call list
6 contacts
Business
Contact
Area
Status
Rose and Calder Solicitors
Marion Vale
St Albans
Coffee meeting booked for ThursdayHarts Property Group
Ned Fletcher
Watford
Interested, fee sheet sentBatchwood Building Services
Jo Mehew
St Albans
Left message with the officeKings Langley Motor Co
Dean Osei
Kings Langley
Callback booked for FridayGrove Interiors Ltd
Sandra Kaur
Watford
Has an accountant alreadyChesfield Landlord Group
Peter Aldis
Graveley
Wants a quoteSample rows. Your list is built from the real businesses inside your radius, and every call is logged with its outcome.
Where work gets lost
The four ways this trade leaks money
No pipeline between deadlines. New clients arrive by luck and referral, not by anything you did this month.
New client onboarding scattered across emails, ID checks and portal invites, with half of it left for you to chase.
Recurring work scheduled by memory and a wall planner, so something always slips.
Fee invoices for work already done, chased for weeks.
How the system brings in more work
Growth, first
Built around who this trade actually sells to.
- Automated outreach to local businesses and new limited companies that need a bookkeeper and an accountant.
- A call list of solicitors, brokers and agents who refer work, kept warm instead of forgotten.
- Automatic onboarding: engagement letter, ID checks, portal invite, all in one flow.
- A local presence set up to show for accountants and bookkeepers in your area.
What else it handles
The operational side, sorted
Results
What it's done for real businesses
Real results for Accountants and bookkeepers businesses - coming soon. We only publish quotes and numbers we've been given permission to use.
Pricing
Plain numbers
The setup fee covers the build. The yearly fee covers hosting, monitoring, updates, fixes and support, cancellable with 30 days notice.
Website
£350 to build
£150 a year to run
For businesses with no website, or with one that isn't generating results.
- A website built for your trade, effective on iOS and Android
- Enquiry form feeding a database you own, not a lost inbox
- Automatic confirmation to anyone who enquires, so nobody goes quiet
- Google reviews pulled in automatically
- Set up to show for local searches in your area
£150 a year is less than most trade businesses spend on a single month of advertising that does nothing.
Website + Core System
£1,800 to build
£360 a year to run
You're already getting enquiries. This package makes sure none of them go to waste and brings in more on top.
Everything in Website, plus:
- Automated outreach contacting potential customers for you every day
- A prioritised call list so you always know who to ring next
- Quoting built around your own pricing, so quotes go out in minutes
- Job tracker showing what's booked, what's done and what's owed
- Automatic follow-ups to customers after a job
You pay once, you own it, and it keeps running whether or not you renew.
If it brings in one extra job a year, it's paid for itself.
Complete System
£3,500 to build
£600 a year to run
For businesses with staff, vans, or several jobs running at once.
Everything in Core, plus:
- Crew management and job assignment
- Clock in and out with location logged
- Photo-verified quality checklists on every job
- Certification and compliance tracking with renewal reminders
- Invoicing and payment tracking
- Reporting showing where work actually comes from
You pay once, you own it, and it keeps running whether or not you renew.
Book a free 15-minute call
Book a call, or message us on WhatsApp. We answer between 8am and 6pm, Monday to Friday.