Accountancy practice prompts
Check bookkeeping, VAT, MTD status, payroll, AML/KYC evidence, Companies House work, deadline reminders, engagement letters and client portal usage.
Template · Stack audit worksheet
Practice stack audit template.
Map every system, contract, support gap and owner-admin task before you buy another tool or make another hire.
What is a practice stack audit?
A practice stack audit is a structured review of the software, support and manual work that keeps a UK accountancy or law practice running. It reveals duplicate systems, weak ownership, missing compliance evidence, renewal risk and the hidden admin load that often makes a practice owner think the only answer is another hire.
01Worksheet
Copy this audit into your review notes.
- List every current system, owner, monthly cost, renewal date and cancellation term.
- Mark which systems hold client records, matters, ledgers, AML/CDD evidence or payroll data.
- Record weekly owner/admin hours lost to chasing, rekeying, fixing and vendor support.
- Score support friction: one named person, generic queue, offshore queue or no usable support.
- Identify the next hire being considered and the work that hire is expected to absorb.
- Decide which layers can consolidate into PracticeBase and which should remain specialist.
Law firm prompts
Check active matters, client and office account handling, CDD evidence, source-of-funds reviews, conflict checks, undertakings, file-review cadence and COFA visibility.
Conversion question
After the audit, ask one question: if this work was consolidated into one platform and one UK team, would the practice still need to hire right now?
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.