Consulting
Consulting for accounting firms and professional service businesses.
We help firms design better workflows, implement software properly, improve team adoption, and build more scalable operating systems.
Who we help
We work with accounting firms and professional service businesses that want to improve the way work moves through the organisation.
This includes firms struggling with inconsistent workflows, poor visibility, weak software adoption, manual admin, unclear client communication, or operational bottlenecks that make growth harder than it needs to be.
This is typically a good fit for
- —Accounting firm owners and partners
- —Practice managers and operations leads
- —Firms implementing or improving Karbon
- —Firms exploring AI and automation use cases
- —Firms where workflows are inconsistent across teams
- —Firms preparing to scale or restructure operations
Problems we solve
Work is managed inconsistently across teams, making it hard to maintain quality or understand where things stand.
Partners lack visibility over deadlines, capacity, and client work — decisions get made without the right information.
Karbon or other workflow tools are in place but not being used effectively — adoption is partial, templates are incomplete, or processes are unclear.
Teams are relying too heavily on spreadsheets and manual admin work that should either be automated or systematised.
Client onboarding is inconsistent — different team members handle it differently, and things fall through the gaps.
Recurring jobs are not templated clearly, so each engagement starts from scratch and quality varies.
Staff need better training on systems and processes, but there is no structured way to deliver or track it.
Firms want to use AI but do not know where it will actually help — or how to introduce it without disrupting existing work.
Typical consulting projects
- Karbon implementation
- Karbon optimisation and workflow improvement
- Workflow redesign across service lines
- Job template design for recurring work
- Client onboarding process design
- Team training and systems adoption support
- Operational audits and process mapping
- AI use case mapping and implementation planning
- Automation planning and delivery
- Reporting and operational visibility improvements
Karbon consulting
Karbon implementation and optimisation
We work with accounting firms that are implementing Karbon for the first time, or that have Karbon in place but are not getting full value from it.
This includes building job templates, designing client timelines, configuring workflows, training teams, and improving how the tool integrates with the rest of the firm's operations.
AI and automation
Practical AI and automation support
We help firms identify where AI and automation can create real value — not in theory, but in the specific context of how their team works today.
This includes mapping use cases, identifying high-impact starting points, and supporting implementation in a way that works with your existing systems and team.
Ready to discuss a consulting project?
Tell us about your firm and what you are trying to improve. We will let you know whether we can help and how.