Ten to fifty, and the handover stops being a conversation.
Placeholder copy. FigsFlow is practice management software for growing accountancy practices. Pricing is delegated with guardrails, onboarding runs the same way across teams, and capacity is visible before it becomes a problem. Replace this paragraph with approved UK copy before sign-off.
Partner or practice manager, start with the capacity view. Team leads, jump to how pricing approval works.
Placeholder — confirm rating and review count before sign-off
- TeamsPlaceholder teams · one price list
- PricingDelegated · approval above a threshold
- OnboardingSame steps, every new client
- CapacityVisible before the deadline
- Audit trailWho changed what, and when
growth that does not need a new spreadsheet each time
Ten to fifty people.
If you have outgrown the point where one person can hold it all in their head
Placeholder copy. You are hiring, the partners are no longer across every client, and the informal way of doing things has started to cost you. The question is how to add process without adding a layer of admin.
What changes
What changes when process survives the next ten hires
Placeholder introduction. Summarise the three shifts a practice of ten to fifty notices. Replace with approved UK copy.
Pricing you can delegate
Placeholder. Team leads quote inside agreed bands, and anything outside them goes for approval rather than being quietly discounted.
Onboarding that does not vary
Placeholder. Every new client goes through the same steps regardless of which team wins the work or who is on leave that week.
Capacity before the crunch
Placeholder. Workload by team and by deadline, so resourcing decisions happen in November rather than in January.
How a growing practice phases it in
Map the current process
Placeholder. What is actually done.
Set the pricing bands
Placeholder. And who approves what.
Pilot with one team
Placeholder. Never at year end.
Roll out team by team
Placeholder. With a review between.
Questions growing practices ask first
Placeholder standfirst. Four dummy questions and answers for layout purposes only — replace with reviewed UK copy.
How do we roll this out without disrupting a busy season?
Placeholder answer. Describe the pilot-team approach and the periods to avoid.
Can we restrict who is allowed to discount?
Placeholder answer. Set out roles, bands and the approval route.
How does it handle clients moving between teams?
Placeholder answer. Explain reassignment and what carries with the client record.
What reporting do partners get?
Placeholder answer. Describe the standard views and note anything that needs configuration.
See it running across more than one team
Placeholder closing copy. A walkthrough built around your team structure and your approval thresholds.