Projects
Products and experiments built around modern service businesses.
We build and test software and training products based on recurring problems we see in consulting, operations, client work, automation, and online business.
Products grounded in real problems
Our consulting work puts us inside accounting firms and professional service businesses. We see the same operational problems come up repeatedly — in scheduling, client communication, team training, cybersecurity, workflow management, and more.
Where we see a problem that is widespread, practical to solve, and not well addressed by existing tools, we build something.
The products we build are designed to work alongside consulting — not replace it. They are focused, specific, and built to be useful from day one.
Current projects
Consulting
Accounting Firm Consulting
Hands-on workflow, systems, and Karbon consulting for accounting firms across the UK, US, EU, and Canada. We work directly with firm owners, partners, and operations leads to improve how work gets done.
Includes
- —Workflow and job template design
- —Karbon implementation and optimisation
- —AI and automation use case mapping
- —Team training and operational support
Software
calendr.so
Scheduling software for professional service firms that need more than a basic booking page. Built around the specific needs of firms managing team availability, client intake data, routing logic, and workflow handoffs.
Key capabilities
- —Team booking pages and availability management
- —Client data capture at the point of booking
- —Routing and assignment logic
- —Workflow handoffs and integrations
Training product
Client Guard Academy
Cybersecurity awareness training built specifically for accounting firms and professional service teams handling sensitive client data. Firms in this space are high-value targets — staff need to understand the risks and how to respond.
Built for
- —Accounting and advisory firms
- —Professional service businesses handling client data
- —Teams needing structured cybersecurity training
Software
lnks.to
A CRM optimised for consultants and social media influencers to validate ideas. Capture leads through forms and link pages, then use an advanced CRM to filter, organise, and collect data on your community — so you can see which products and services they might want to buy. Manage outreach campaigns and sales opportunities to close deals and sell digital products and courses, all in one platform.
Key capabilities
- —Lead capture through forms and link pages
- —Community filtering, organisation, and data collection
- —Product and service demand validation
- —Outreach campaigns and sales opportunity management
Software
accountantnearme.ai
An AI-powered platform that connects small businesses with accounting firms who are the best fit. Get matched with firms across the UK, US, and Canada — tailored to your business, location, and budget.
Key capabilities
- —AI matching based on business type, location, and budget
- —Coverage across the UK, US, and Canada
- —Tailored recommendations for small businesses
- —Connects businesses with accounting firms that fit their needs
How consulting and products connect
The products we build come directly from what we see in consulting. When a problem comes up again and again — in firm after firm, across different markets — it becomes a candidate for a product.
This means our products are not built on assumptions. They are built on direct, repeated exposure to real operational problems in the businesses we work with.
And our consulting is stronger because of the products. We understand the full software landscape for professional service firms — not just the major platforms, but the gaps between them.
Interested in our consulting work?
The best way to start is a short conversation about your firm and what you are trying to improve.