
Complete Accounting Firm Workflow: From Lead to Payment
Most accounting firms run their client workflow across five or more separate tools. A spreadsheet for pricing. A Word template for the
Sandeep reads Finance Acts so you do not have to. Specialising in UK taxation and compliance, he writes guidance for accounting firms that is accurate, direct, and mercifully free of the phrase "it is important to note." At FigsFlow, Sandeep covers AML, engagement letters, MTD, and the latest regulatory shifts across UK accounting.
Areas of Expertise

Most accounting firms run their client workflow across five or more separate tools. A spreadsheet for pricing. A Word template for the

Quick quiz before we start. What comes first, AML verification or the invoice? If you said invoicing, you have just described the

The summer VAT cut opens in barely a week, on 25 June, and the boundary rules are where the errors will land. That is

Every prospect you send a accounting proposal to is comparing it to at least two others. The competitor down the street. Maybe

This weekly news & updates carries deadlines running in parallel. The Making Tax Digital registration window closes in eight weeks, with over

Make a list of what your firm needs now and in the next one to two years, see which PMS solutions handle

Most guides on how to grow your accounting practice give you a list of tactics. Post on LinkedIn. Ask for referrals. Raise

To get bookkeeping clients in the UK’s current regulatory landscape, firms must transition from generic outreach to targeted compliance triggers. Data collected

Three of this week’s four stories already have deadlines that are running. The umbrella company liability changes took effect in April, and any agency

Knowing how to increase accounting fees in bulk is the difference between protecting your margins at the annual review and losing two

HMRC recovered a record £6.3bn from SME investigations last year, and the average yield per enquiry is rising fast. The MTD registration

To update your MTD engagement letter, six clauses in your existing Self Assessment letter must change: scope of services, agent role, client responsibilities, fee