Accountancy × Strategic Concierge
You know how to keep other businesses in order. Let’s build the practice behind yours.
Strategic Concierge helps founder-led accountancy and bookkeeping practices build the digital capability they need next, without making the founder the integration layer.
We take the initial Foundation from plan to launch-ready within four weeks, then put it to work and improve it from evidence across three months.
Make the practice work as hard as the partner.
Built for founder-led practices
Your practice grew.
So did the number of hats.
Founders of specialist accountancy and bookkeeping practices rarely spend their time doing only accounting.
You’re advising clients. Onboarding them. Chasing documents. Writing up. Updating the website. Thinking about LinkedIn. Choosing software. Managing the CRM. Looking at data. Trying to work out which work is actually worth doing.
The problem isn’t that you need another collection of tools.
You need the capabilities around you to work properly.
Stay founder-led. Stop being founder-dependent.
See how managed capability worksStart with Foundation
Your website isn’t the product.
It’s the foundation.
A better practice website matters. But the real opportunity is what the practice can do once the right foundation is underneath it.
Foundation brings together the positioning, journeys, systems and measurement we need before we start trying to grow them.
01
Positioning
Make it immediately clear which businesses you serve, what you understand and why a client should choose your practice.
02
Website
Create a digital presence that reflects the quality and specialism of the practice behind it.
03
Client + prospect journeys
Build deliberate routes for the two audiences every practice needs to serve: the clients you keep and the prospects you want.
04
Visibility
Establish the search, SEO and emerging AI-discovery foundations around your sectors, services and expertise.
05
Content
Turn what the partner already knows into useful, discoverable material rather than another content treadmill.
06
Data + systems
Connect analytics, CRM and practice information so the business can start learning from what clients actually do.
Foundation isn’t a website package.
It’s the work required to give the practice a digital foundation we can actually build on.
Launch-ready within four weeks. Used, tested and improved across three months.
You bring the commercial context, relevant access and timely decisions. We hold the work together and do the heavy lifting.
Foundation · 3 months£2,500 totalOne complete three-month Foundation programme, paid £1,000 in Month 1, £750 in Month 2 and £750 in Month 3.
Explore FoundationThe Concierge Framework
Start with Foundation.
Grow together from there.
Phases: Foundation → Graduation → Post-GraduationDelivery activities: Build → Iterate → Optimise → Embed → Grow
Foundation
3 months
£2,500 total
One complete three-month Foundation programme, paid £1,000 in Month 1, £750 in Month 2 and £750 in Month 3.
01
Build
Take the initial Foundation from plan to launch-ready within four weeks, establishing positioning, journeys, measurement and the initial system.
Month 1
02
Iterate
Once the new foundation is live, observe what prospects and clients actually do and improve it accordingly.
Month 2
03
Optimise
Use the evidence gathered since launch to improve the Foundation and establish what deserves to happen next.
Month 3
Graduation
From month 4
Flagship
Fixed 6-month commitment · Months 4–9
Embed
£999 a month
Concierge
Fixed 12-month commitment · Months 4–15
Embed, then Grow
£999 a month
04
Embed
Make the capabilities proven in Foundation part of how the business operates.
Months 4–9
Flagship and Concierge
05
Grow
Develop visibility, content, conversion and other capabilities around what the evidence tells us.
Months 10–15
Concierge only
Post-Graduation
After your programme
Rolling monthly
Managed Capability
Ongoing managed capability, continuous improvement and strategic support.
Ongoing
More capability. Same partner.
Explore the Concierge FrameworkA different model
Build capability.
Not dependency.
Practice founders already know the problem with fragmented suppliers.
One company owns the website. Someone else understands the SEO. Another tool contains the content. The CRM sits somewhere else. Analytics produces another dashboard.
And the founder is left joining everything together.
Strategic Concierge is designed differently.
Your data, accumulated learning, documentation and transferable infrastructure stay with the business wherever technically and contractually possible.
Technology provides the leverage. Your Concierge provides the judgement.
Questions
Questions, answered
Do you replace our practice software?
No. We work with what the practice already uses and focus on what would genuinely improve the business next.
Is this suitable for a small practice?
Yes, if it is founder-led and the founder is accountable for growth. Foundation is sized for one clear priority.
How is Foundation paid?
Foundation costs £2,500 total: £1,000 in Month 1, £750 in Month 2 and £750 in Month 3. The higher first payment reflects the front-loaded work required to take the initial Foundation to launch-ready.
Who owns what’s built?
Your data, accumulated learning, documentation and transferable infrastructure stay with the business wherever technically and contractually possible.
Build what’s next
You’re already good at the work.
Let’s build the practice around it.
We’ll start by understanding where the practice is today, what is getting in the founder’s way and which capability would make the biggest difference next.
Founder-led.Built to become yours.