How It Works
5 simple steps to move your entire accountancy practice to us!
1 Discovery Call
We’ll have a chat to understand your practice and clientele
At this stage we will review your practice and how you currently work with your clients. We will also recommend how we can add value to your business with services you may not currently be offering to them, adding a further increase to your revenue.
Bespoke quotation sent and mutually agreed
We will provide you with a bespoke charge or a % every month to manage your entire practice. Once this has been mutually agreed to, we will set a time-frame for the handover process (normally a few months) to ensure we have planned out a smooth migration for both your practice and your individual clients.
We setup your brand internally
It’s important that we represent your practice with your branding, which is why we will set up all your branding / mailboxes / telephone numbers internally. Our marketing team will also look at opportunities to help improve your marketing for future campaigns.
Handover meeting for each client
We will onboard your clients by setting up a conference call between the new accountant (whom you will also meet) and your current point of contact. If you wish to retain your current staff, they simply move over to our team and no handover (for those clients they manage) is required.
Monthly meetings to update you on your practice
We will report to you on a monthly basis, outlining exactly how well your accountancy practice has performed, any new clients onboarded, marketing initiatives launched, or any renewals of your firms’ compliances, etc.
Fixed monthly income
Monthly reports on how your practice has performed
More time for family, or to seek other financial opportunities. Retirement plan, basically.
Increased clientele and valuation of your practice month after month
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“I didn’t want to deal with the headaches of running my practice anymore and was advised to sell it. But I didn’t want to lose out on all my hard work. Luckily I came across We Run Your Practice which was the solution to my problems. Now I sit back and take my monthly dividends.”
Peter, Practice Owner
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Frequently Asked Questions
Our advisors are able to consult with them and identify whether this is something of their interest, and if it is then we have an introducer scheme that rewards you £750 for each accountancy practice that joins us. Click here to find out more.
Absolutely, we can manage not just the accounting and client relationships, but also the full marketing and sales of your practice. Our experts will work with you closely to help you grow your practice year on year, while also increasing your goodwill and valuation.
You can either migrate your staff to our offices, or we can allocate our top-notch accountants as your new client accountants/advisors.
Our business model is unique in that we manage your entire practice (but can also manage partially, if you wish). We charge either a fixed fee or a percentage based on the size and complexity of your business.
We are proud members of the ICAEW and have many accountants qualified with a number of other institutions such as the ACCA, AAT and ATT.
We are based in London but cater to accountancy practices and their clients throughout the UK.
Once the handover process is complete we will set up monthly meetings with you to update you on your practice's performance (usually not lasting more than 1 or 2 hours).
Initially we do need to understand your accounting practice inside-out. This process will take some time so that we fully comprehend and appreciate your operations as well as your long-term strategy, allowing for a smooth and successful transition.
Positively and for the better!
You can either migrate you staff to our offices, or we can allocate top-notch accountants to your practice.
If you choose to retain your accountants, they will remain your clients' point of contact. If you choose our accountants instead, we will arrange a full handover (including a conference call between the existing accountant to our in-house accountant).
We use tons of brilliant accountancy systems to provide cutting-edge service to your clients. These systems not only add value to your pricing but also result in a superior customer experience. We are partners with a number of software providers. Here are just a few of them:
- Practice Ignition
- Receipt Bank
- T Sheets
- and the list goes on!