90-day digital transformation playbook
Most software gives you a login. We give you a UK specialist.
Six steps. One UK specialist. The 90-day playbook is the churn-killer — always shown with a named specialist attached.
0190-day onboarding
From sign-off to go-live in 90 days.
Practice audit · core setup · client comms · AML & phone · team training · go-live review. Always in this order. Always with the same UK specialist.
01
DAYS 1–15
Practice audit
Stack mapped, migration plan signed off
02
DAYS 16–30
Core setup
Practice management + ledger live
03
DAYS 31–45
Client comms
Workflow + portal migration
04
DAYS 46–60
AML & phone
Compliance & voice live
05
DAYS 61–75
Team training
Staff trained, back office handover
06
DAYS 76–90
Go-live review
Optimisation & pilot complete
SR
Your named UK specialist — Sarah Richardson
Onboarding lead · ex-ACCA practice owner · based in Manchester
UK Support Active
Next step · 20 minutes
Book a 20-minute practice review.
One call with a UK specialist. We map your current stack, score your vendor sprawl, and show you what an avoided hire looks like in your numbers. No sales theatre.