How is this different from off-the-shelf practice software?

Boxed systems give everyone the same thing, and you pay the subscription even for features you never touch. A custom system does only what you actually need — and at the end, you own it.

Do I have to replace my accounting software?

No. This system handles the workflows around it — onboarding, close, review, reports. The numbers still live in your accounting software.

How long does it take the team to switch over?

I build the system together with you, with weekly demos. Going live typically means 1-2 weeks of running in parallel — we don't throw out the old spreadsheet overnight.

Does it scale as the client base grows?

Yes, that's how I design it. The system grows with your client count and team size — no need to start over, just add modules.

Custom workflow system

Your firm's processes, without the paper.

Client onboarding, monthly close, quality checks, internal reports — all of it lives in Excel, email and people's heads today. I build custom systems that work exactly the way your firm does.

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Why an Excel-based firm doesn't scale

Spreadsheets work up to about 50 clients. Above 100, errors creep in daily because nobody sees team progress and client status in one place.

The monthly close is chaotic every month

Who closed which client, where the other stands, who's still waiting on documents — someone tracks it by hand in a spreadsheet. One missed step and the filing slips.

New client onboarding is slow and scattered

Contract, authority registration, access, documents — each a separate step, separate reminder. It takes a week before everything is in order.

Quality checks aren't systematic

Who reviews the junior's work, where are the notes, what was corrected — often it happens verbally. Hard to trace when something goes wrong.

The office manager can't see in real time

How many clients are closed, how many tasks open, who's most loaded — someone assembles this at month end. Too late to react to problems.

What a custom firm system actually does

I'm not selling off-the-shelf practice software — I build around your actual workflow, the way your team really works, just without paper and Excel.

Structured client onboarding

Step-by-step checklist: contract, authority registration, access, first documents. Nothing gets missed, every step is trackable.

Monthly closing workflow

Per client you see: documents received, accounting done, review complete, filing submitted. The team works on one interface.

Quality review module

Senior accountants mark reviewed items, leave notes, send back for correction. Every change is logged.

Real-time office overview

The office manager sees on one dashboard: how many clients closed, where there's slippage, who's most loaded. Decisions from data, not gut feeling.

Reports and analytics

Client count, revenue, hours logged, deadline compliance — reports from system data at the push of a button.

Integration with accounting software

The system doesn't replace your accounting software — it wraps around it. Where possible, I connect to your existing tools.

What does a custom firm system cost?

It depends on features, but a focused MVP — onboarding plus closing workflow plus dashboard — is typically ready in a few weeks. In many cases, 1-2 years of boxed practice software subscriptions buys you a system you own forever.

Use the price configurator to outline your needs in a few minutes and get an instant ballpark figure.