Accountancy practices

For accountancy and bookkeeping practices: one person can run far more books, because Finn does the production work and the accountant reviews and signs.

The client book

• Every client in one place, each with a one-line health check
• Bring in your client list, or move a whole client book from your old software
• Look up any client on Companies House
• Your team, and who looks after which client: staff see only their own clients

The work

• Prepare with Finn: VAT returns, year-end accounts and confirmation statements drafted across every client, each marked ready or blocked with the reason. You sign off; Finn never files without you.
• Review packs for sign-off
• A jobs board, tasks and a view of how busy the team is
• One list of what needs attention this week, across every client
• A morning briefing
• Working papers, bookkeeper packs and year-end advisory memos

The client relationship

• Proposals and engagement letters, sent for e-signature
• Branded documents sent to clients once or on a schedule, from your practice
• Questions to clients gathered into one simple round, not twenty emails
• Meeting notes filed into the right client's memory
• Anti-money laundering checks and register

The practice

• Your own services, templates, rules and invoicing
• Standing instructions in plain English that Finn turns into rules ("flag any payment over 5,000 for review")
• Which clients make you money
• Practice pricing per live client

To your clients, Finn is your team's colleague, working under your name.