Accounting & Bookkeeping: get a clear digital score.
Measure your practice’s digital health across security, collaboration, client workflows, sales & marketing, and culture. Then improve with monthly nudges tailored to accounting.
- • Secure client data & MFA adoption
- • Streamlined proposals → cash
- • Clean, consistent document structure
- • Tidy CRM & pipeline hygiene
What you’ll measure
Security & compliance
MFA coverage, device hygiene, shared mailbox access, client data permissions, backup basics.
Client document workflow
Standard folder structure, intake forms, e-sign, portal usage, document retention.
Proposals-to-cash
Proposal templates, engagement letters, invoice cadence, reminders, reconciliations.
Team collaboration
Email, chat, meetings, knowledge hub, handover checklists, light automation.
CRM & pipeline
Lead capture, stage definitions, duplicate control, simple automations and tasks.
Skills & culture
Training cadence, ownership of improvements, adoption of agreed standards.
Why it helps
Reduce admin
Cut re-keying and email back-and-forth with simple standards and tools.
Tighten security
Raise MFA coverage and control access to client folders by default.
Improve cashflow
Standardise proposals, invoicing and reminders to accelerate payment.
FAQs
- How long does the baseline take?
- 10–15 minutes. You’ll get a clear score by category and a snapshot you can share with partners and staff.
- Is it relevant to small practices?
- Yes. Questions and recommendations are built for SMEs from sole practitioners to growing multi-partner firms.
- What do the monthly nudges look like?
- Two concise, practical actions aligned to your level (Foundation/Core/Advanced). Examples: enabling MFA, standardising folders, tidying CRM.
- Do we need new software to start?
- No. Begin with your current tools; the first wins are standards, structure and security hygiene. You can add tools later if needed.
Ready to see where you stand?
10–15 minutes. No credit card needed.