Two to ten people, one shared way of working.
Placeholder copy. FigsFlow is practice management software for small accountancy practices. One price list, one set of engagement letters and one view of who is doing what, so quality does not depend on which person picked the job up. Replace this paragraph with approved UK copy before sign-off.
Running the practice, start with the workload view. Doing the compliance, jump to how letters and AML are held.
Placeholder — confirm rating and review count before sign-off
- Price listOne list · shared by six
- LettersSame template every time
- AMLStatus visible per client
- WorkloadPlaceholder jobs in progress
- HandoverNotes on the client, not in a head
the same job quoted the same way, whoever takes it
Two to ten people.
If the answer to “what did we quote for this?” depends on who you ask
Placeholder copy. You have enough people that work gets shared and not enough that anyone owns process. Things are done well, but differently. The question is how to make the good version the default one.
What changes
What changes when everyone works from the same list
Placeholder introduction. Summarise the three shifts a practice of two to ten notices. Replace with approved UK copy.
One price list, six people
Placeholder. Pricing lives in one place rather than in a spreadsheet each person has saved their own copy of.
Letters that match the work
Placeholder. Engagement letters are generated from the services actually quoted, so scope and fee do not drift apart.
Workload you can see
Placeholder. Who has what, and what is waiting on a client, without a Monday morning meeting to find out.
How a small practice rolls this out
Agree the price list
Placeholder. One session, all owners.
Move live clients across
Placeholder. In batches, not overnight.
Standardise the letters
Placeholder. One template set.
Review after a month
Placeholder. Adjust, then leave it.
Questions small practices ask first
Placeholder standfirst. Four dummy questions and answers for layout purposes only — replace with reviewed UK copy.
How long does it take to get a team of six onto one system?
Placeholder answer. Give a realistic timescale and describe what happens in each week.
Do we have to move every client at once?
Placeholder answer. Explain the phased approach and the usual starting cohort.
Can different people price differently for the same service?
Placeholder answer. Describe permissions, overrides and where approval sits.
What does it cost for a small practice?
Placeholder answer. Point to the pricing page rather than quoting figures here.
See it with your own services on screen
Placeholder closing copy. A walkthrough using your service list, with whoever needs to be in the room.