The advisory work your clients ask for, delivered behind you

Every practice knows the advisory work is there

Almost nobody can staff it. A good management accountant costs real money and is hard to keep busy in a practice of your size, so the work gets squeezed in around compliance season, or declined, or the client goes looking and finds somebody who does it properly.

The third outcome is the expensive one. They do not just take the advisory work.

What we deliver behind you

Monthly management accounts. A pack that ends with what it means and what to do about it, not a printout of last month.

Cash weekly. The client sees the next twelve weeks rather than discovering the problem when the balance drops.

Client and job profitability. Which work pays, which fee earners recover their time, and which service lines are quietly subsidised by the others.

Budget and rolling forecast. Twelve months ahead, updated as reality moves rather than reforecast once a year.

Law firm clients especially. Client account reconciliation, matter profitability, lock up and the Accountant's Report. If you act for solicitors, this is where we are strongest. There is more detail on the law firms page.

The commercial arrangement

You set the client price and you invoice the client. We invoice you. The relationship stays yours in every sense that matters, including if the arrangement ever ends.

The non compete is in writing. It is the whole basis on which a practice can afford to put somebody behind its brand, so it is not left to trust.

Who this is for

Accountancy practices across Surrey, Sussex, Kent and the South East whose clients have started asking questions that compliance work does not answer. Practices that have thought about recruiting a management accountant and could not make the numbers work. Practices with solicitor clients and no appetite to learn the SRA Accounts Rules from scratch.

AI Finance Partners is a firm of Chartered Management Accountants regulated directly by CIMA, with an ACCA sister practice, Isaacs and Co, for statutory accounts and tax. If you would rather see the shape of the monthly work first, the management accounts page sets out the six layers.

Common questions

Can an accountancy practice outsource management accounts and advisory work? Yes. A practice can engage a specialist management accountancy firm to deliver monthly management accounts, cash flow forecasting, KPI reporting and business partnering behind its own brand, while keeping the client relationship and setting the client fee itself. AI Finance Partners documents the arrangement with a non compete so the delivery partner cannot approach the practice's clients.

Will you approach our clients? No, and it is written into the agreement rather than given as an assurance over coffee. AI Finance Partners does not solicit your clients and does not sell them anything else. If the arrangement ends, the client is still yours.

Whose name goes on the work? Yours, if you want it that way. The pack can be delivered white label behind your practice or badged jointly so the client knows who is doing the work. Both arrangements exist and both work. Either way a qualified accountant reviews and signs every output, so your name is safe on it.

How small can we start? One client. There is no minimum commitment and no exclusivity. Most practices start with the client who has been asking for more than compliance, see whether the work is good, and decide from there.