Current practice operating picture.

A snapshot of how Smith & Co Accountants runs today — captured during the 20-minute practice review and verified against your existing stack invoices.

Vendor sprawl & support gaps.

Six contracts, six logins, six renewal dates — and the practice owner doubling as IT, compliance and admin chaser. The actual cost is bigger than the invoice total.

• Bookkeeping, practice management, AML/KYC, payroll, phones and portal — six separate vendors, six bills, six support queues.
• No single owner of cross-vendor integration: data flows by manual export-import or by the practice owner’s memory.
• Support is offshore-queued or chat-widget only — the same first-line agent rarely twice.
• Compliance updates (HMRC, MTD, AML thresholds) arrive piecemeal, never as one coordinated plan.

Recommended tier — PracticeBase Pro.

Based on your current client band (80 active clients), staff size (3) and vendor sprawl (HIGH), Pro is the right fit — it covers your current size with headroom to grow before the next tier.

The PracticeBase stack — seven layers.

One foundation. Software, compliance, communications, back office and UK human support — joined at the base.

ROI calculation & avoided hire.

Computed from your inputs. The verdict is framed as an avoided hire — not as cheaper software.

PracticeBase costs less than 17% of one junior hire. And it helps you grow before you recruit.

90-day onboarding plan.

Six steps. One named UK specialist. From sign-off to go-live in 90 days — never longer.

Your named UK specialist is assigned within 48 hours of signature. Same human every week, no agent rotation. Typical onboarding lead profile: ex-ACCA practice owner based in the North West.

Pricing & commitment.

One predictable monthly fee. No staggered renewals. No quiet annual price rises across half a dozen vendors.

• Monthly billing in GBP, ex VAT, by direct debit or invoice.
• 30-day notice to cancel — no multi-year lock-in.
• UK back office is priced separately, by hours allocated, not bundled.

UK back office — optional.

Bookkeeping, admin and overflow handled by a named UK team. Use it when you need capacity without hiring; turn it off when you don’t.

• Bookkeeping reconciliation, supplier statements, journal posting.
• Client onboarding admin and engagement-letter chase.
• Year-end accounts preparation through to draft review.
• Overflow during deadlines — your named specialist coordinates.

Pricing is by allocated hours, billed monthly. Typical scopes range from 8 to 40 hours per month. Hours unused in one month carry forward for one cycle.

Next step — a 20-minute practice review.

One call with a UK specialist. We confirm the numbers in this proposal against your live stack, agree the start date, and assign your named UK specialist.

1. Confirm tier and back-office allocation.
2. Schedule the 90-day onboarding kick-off — typically Monday of the following fortnight.
3. Receive your written onboarding plan within 48 hours of the call.

To accept this proposal or schedule the call, reply to the email it was sent in, or visit practicebase.co.uk/book.

Proposal structure · nine sections.