Taking clients on
Enquiry to signed engagement, with the checks done properly and the records in the building.
For UK accountancy, tax and advisory practices wanting to scale
Grow the practice without growing the payroll
We find what is holding your practice back, build the systems that remove it, and run them for you. Client onboarding and AML, chasing records, billing, reporting, and the work that never reaches an invoice.
Done for you, end to end. You take on more clients without taking on more staff, and you need no technical team of your own to get the value of automation.
Client onboardingAshby Vale Joinery Ltd
RSAshby Vale Joinery Ltd
New engagement · annual accounts and corporation tax
- Entity
- Private limited
- Directors
- 2
- Beneficial owners
- 2
Onboarding2 of 5 complete
- Company identity09:12Companies House record checked · approved by R. Shaw
- Directors and beneficial owners09:14ID verified, PSC register corroborated · approved by R. Shaw
- Sanctions and PEP screeningReviewOne possible match, evidence pack prepared
One director is a possible name match on the UK Sanctions List. Date of birth and nationality differ from the listed entry.
Open evidenceRecord decision - Client risk assessmentReviewDraft rating prepared, pending the screening decision
- Engagement letterHeldIssued once due diligence is complete
Audit trail · 14 eventsDecision: yours
Ongoing monitoring
Overnight re-screen of 212 clients
One of the systems we build, illustrated: the practice-side view of a client file. The system prepares each step, and a person makes every decision.
Background, benchmark and timescale
- £3B+
- A year processed by the production risk systems our founder built
- £69,957
- Average annual cost of unbilled extra work (Ignition, 2022)
- 2 to 3 weeks
- From the start of an Audit to your own leakage figure
01 · What we do
We find the bottleneck, then build and run the system that clears it
Nothing here is off the shelf. The examples below are what practices ask for most often, grouped by where they sit in the week, but your build starts from whatever your own practice is losing time and money to.
Getting paid for the work
The work reaches an invoice, the fee matches the workload, and the invoice becomes cash.
Running the practice
The repetitive work behind every job, and the reporting partners and clients rely on.
02 · Your number
Estimate what your practice is losing
Five figures you already know. A conservative estimate in under a minute, with every assumption shown.
Your figures
Last full year, excluding VAT and disbursements.
Clients you billed at least once in the last 12 months. More clients on the same fees means more engagements to leak from.
70%
Extra work goes unbilled on fixed fees far more often than on time-based work.
Billed fees as a share of the value of time recorded. Not sure? We use 85%.
Unbilled work plus unpaid invoices, as days of fee income. Drives the cash figure only. Not sure? We use the UK median of 105 days.
Estimated annual revenue leakage
£85,000 to £228,000
Based on £2,400,000 of fees across 320 clients, an average of £7,500 each.
- Unbilled out-of-scope work
- 1% to 3% of fixed-fee income
- Under-recovery
- 2 to 5 points of improvement on a 85% rate, never past 95%
- Underpriced clients
- 0.5% to 1.5% of fee income
£17,000 to £50,000
£56,000 to £141,000
£12,000 to £36,000
Cash tied up in lock-up
11 to 20 days off 105, at £6,600 of fees a day. Released once, so it is not part of the annual total.
£69,000 to £132,000
How this is calculated
Fee income £2,400,000, of which 70% is on fixed-fee arrangements. Recovery rate 85%. Lock-up 105 days. Active clients 320.
Unbilled out-of-scope work. 1% to 3% of fixed-fee income. In Ignition's 2022 survey of UK accountants, 32% of clients were not billed for extra work, costing firms an average of £69,957 a year.
Under-recovery. Work done is fee income divided by the recovery rate, so at 85% the work behind £2,400,000 is £2,824,000. We then apply 2 to 5 points of improvement on that rate. The 95% figure is a ceiling on what any practice can realistically reach, not an assumption about yours: where you do not give a rate, we assume 85%.
Underpriced clients. 0.5% to 1.5% of fee income, covering clients whose fee has not kept up with their workload.
Client mix. Extra work goes unbilled per engagement rather than per pound, so two practices on the same fees leak different amounts if one carries three times the clients. Your average fee of £7,500 is compared against a £7,500 reference, and the first and third figures above are scaled by that ratio, bounded between 0.75x and 1.5x. Under-recovery is left alone, because it is a rate rather than a per-client effect.
Lock-up cash. 10% to 20% of your lock-up days, capped at 20 days and never taking you below 45 days, which is about as tight as billing and payment terms allow. Valued at fee income divided by 365. The UK median is 105 days (NatWest accountancy survey). This is cash released once, so it is never added to the annual total.
This is an estimate based on published benchmarks and your figures. A Revenue Leakage Audit measures your actual number from your own data.
Get your real number03 · Client feedback
What directors say about working with Fusion AI.
Direct feedback from founders and directors we have built production systems for. More available on request.
Document intelligence build
“Jack immediately understood both the technical requirements and the wider product vision, which made collaboration very efficient from the start. The work was delivered ahead of schedule, with strong attention to detail and a comprehensive handover process. I would be very happy to recommend Jack to others looking for a capable and reliable professional.”
Inbound deal flow triage
“The AI workflow Fusion AI built now handles our inbound deal flow, automatically prioritising and assessing opportunities against our investment strategy. It removed a huge amount of noise from our inbox and allows us to focus only on deals that genuinely fit. It has become part of our core operating process.”
Recurring process automation
“Fusion AI took a process that was consuming hours of our time and turned it into something that runs on its own. Jack was professional and straightforward throughout, understood what we actually needed rather than what was easiest to build, and delivered it properly. The return was immediate and we would happily work with him again.”
Audit call
Thirty minutes, and a straight answer on whether an Audit is worth it.
A free 30-minute call, with no pitch and no obligation. Bring your fee income and client numbers, and you will leave with an honest view of how much revenue is likely to be recoverable, and whether an Audit is the right next step.
What the 30 minutes covers
- Where the money leaks: how your practice prices, bills and collects, and where fees go uncollected today
- What your figures suggest: the scale of the leakage an Audit would measure, based on your fee income and client numbers
- Whether an Audit makes sense: an honest view, or a straight steer that your practice is already tighter than most
You speak directly with Fusion AI Consulting's founder, not a sales team. Measuring every leak and ranking the returns is what the Revenue Leakage Audit is for. The call is where we decide together whether it is worth doing.
Rather write first?
Tell us a little about your practice and we will reply within one working day.