Still chasing the records yourself?
Records, letters and commentary still land on the same two people.

Deadline week, same chase.

Same week, filed work.
AI training built around a practice's real month
When records and month-end notes outgrow the hours you have, this is it.
Practice Owners
Chase the missing records once. Keep the hour for the judgement the numbers need.
Accounts Leads
Spend the deadline week on the commentary. Leave the reminder chase to a system.
Small Teams
Clear the weekly letter backlog. Keep the tone your practice already uses.
0+ businesses we future-proofed

















Three ways to train the people who file
Built around engagement letters, record chasing and the commentary at month end. Nothing is a generic writing course.
Less chase. Clearer files.
Training that takes the record chase and the letter rewrite off the deadline week.

More time for the commentary that matters
Less time hunting statements and missing invoices, more time on the commentary the partners actually read.

Letters in the practice voice
Your engagement letters follow the practice voice every time. Same shape, no rewrite.

One chase, then it's filed
The same ask for a record, the same letter, the same month-end note, whoever holds the file.

Get the deadline week back
Reminders go out in minutes, not an evening. The commentary stays with the partner.
Your first step is easy
From record chase to filed month
Free Alignment Call
We look at the deadline week and where the practice hours go.
The Deep Dive
We map the record chase and letters, then train around the biggest deadline.
One-to-One Training
Four sessions on your real files: a letter, a reminder run and a month-end note.
60-Day Roadmap
A 60-day order for the next deadlines, so the rhythm stays after the sessions.
You're in good company.
Matty Maloney
CEO & Founder of AI Healthician
Irene Afful
CEO & Founder of Ametrine Consultancy
Marcus Edwards
CEO & Founder of Not Just Travel
Jack Brennan
MD, Green Lane Blinds
Abi Cooley
CEO & Co-Founder of Abilingo
Daniel Meyer-Lopez
CEO & Founder of Hybrid HR
Satya Morarji
CEO & Founder of Freedom VAs
Neil Davies
CEO & Founder of Millstone Durbax
Ahmed Ibrahim
CEO & Founder of Mamba Elite
Ready to train the practice on its files?
Book a free alignment call.
Choose a time that suits you
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Any questions?
Plain answers on missing records, on engagement letters, on tax reminders and on the commentary.
Yes. A session builds the ask you send when a record is missing: what you need, from whom, and the follow-up if it does not arrive. The practice keeps the relationship. The repeat wording stops being typed from scratch every deadline.
They are drafted from letters the practice already sends. A new engagement picks up that shape and tone, then the parts that belong only to this engagement are edited in.
Reminders for Making Tax Digital deadlines become a repeatable run, not a fresh email each time. Month-end commentary is drafted from the numbers you supply, in the voice the partners already use with the people who read it.
The full training programme is £1,500 for a deep dive plus four personalised one-to-one sessions. The alignment call beforehand is free. Payment plans are available.


