01
Clients & communication
Onboarding, information requests and meetings. Connect booking, reviewed notes, assigned actions and useful CRM updates so the conversation carries through into the work.
Less back-and-forth
AI IMPLEMENTATION FOR ACCOUNTANCY FIRMS
More time for
the work
that matters.
Practical AI and automation across your accountancy firm. We identify worthwhile improvements, connect your existing systems and implement solutions your team can use.
TS
Led by an accountant. Built for accountants.
TJ Smith · Chartered accountant & founder
A LITTLE LESS BACK-AND-FORTH●
CLIENT INFORMATION
ReceivedA reply lands in your inbox.
Documents, updates and the next question.
Connected to the right work
A CLEARER WORKFLOW
Everything finds its place.
Client and job identified
Information brought together
Next action ready for review
Your team stays in control.Human judgement, where it matters.
An illustrative workflow. Every implementation starts with your process.
A practical partner for independent practices
Your existing systems Your team involved Results you can measure
01 / FIND THE FRICTIONThe work around the work
The work around the work
adds up.
From the first client conversation to delivery and reporting, we help you improve how information and work move through your practice.
02
Workflows & delivery
Job handoffs, recurring tasks and information across systems. Connect your tools and make ownership, progress and exceptions clearer.
A more connected practice
03
Knowledge & reporting
Internal guidance, management reporting and repeated data preparation. Make useful information easier to find and act on, with human review.
More room for judgement
02 / BUILT IN PRACTICEWe started with
We started with
our own firm.
Nexus is the system we helped build for Smith & Johnson, bringing client information and practice workflows together.
It gives us a concrete starting point for conversations about your firm: the processes, the exceptions and the people doing the work.
Talk through a workflow with usOur internal build. Your implementation is scoped around your own systems.
Reply received
A reply. The right context.
Bring a client reply and its documents together with the job they belong to.
NS
Re: Year-end informationNorthfield StudioExample client workflow
Bank statements attached. I’ll send the remaining invoices on Friday.
People and processes, connected.
Interactive illustration of the process, not a live Nexus screen.
03 / A CLEAR WAY FORWARDA plan for your practice.
A plan for your practice.
Changes that earn their place.
Our Practice AI & Automation Programme combines assessment, implementation and team adoption. Prioritise across the practice, then deliver in agreed stages.
01
Understand & prioritise
We review your priorities, processes and software, then rank opportunities by likely value, effort and risk. Existing features come first.
Review & recommend02
Implement with your team
We agree a clear project scope, configure or connect your systems and build custom solutions where needed. Your team tests the result.
Implement & test03
Make the change stick
We provide training, documentation and 30 days of defect support after handover. We agree how to measure results and plan the next improvements.
Train & measureYOUR FIRST STEPFind out what’s
Find out what’s
worth automating.
A Practice Opportunity Review turns your priorities into a practical plan. We assess up to three agreed operational areas, with two stakeholder interviews totalling up to 90 minutes and a walkthrough of your main software.
- Ranked opportunities across the agreed areas
- What to configure, connect or build—and where AI fits
- Value assumptions, running costs and dependencies
- A 90-day roadmap and recommended first project
PRACTICE OPPORTUNITY REVIEW
Implementation is quoted separately. No obligation to proceed.
£950fixed fee
Your report within seven working days of receiving the agreed inputs. The review fee is credited in full towards an agreed implementation project.
Discuss your prioritiesAny applicable VAT is confirmed in your proposal.Implementation is quoted separately. No obligation to proceed.
Where could your
practice work better?
Explore six areas across the firm, then take a twelve-question self-assessment. Get practical next steps and a worksheet without entering your email.
A NOTE FROM THE FOUNDER“
Good technology should give your team more space to do their best work.
TJ Smith
Chartered accountant
Founder, Smith Innovation Studio
04 / ACCOUNTANT-LEDI know the work.
I know the work.
And what gets in its way.
I’m TJ, a chartered accountant and partner at Smith & Johnson. Building Nexus grew out of understanding the operational demands of an accountancy practice.
Smith Innovation Studio brings that experience together with practical software and automation. We help other firms identify worthwhile opportunities, implement the changes and get their teams using them.
The starting point is always a conversation about how your firm works.
Have that conversation05 / BEFORE WE TALKA few things
A few things
you might wonder.
Practical questions.
Straightforward answers.
We start with the systems you already use. Often the right answer is to configure an existing feature or connect two tools. We only propose custom work when there is a worthwhile gap to fill.
We look at the actual task, its volume and the cost of mistakes. Predictable tasks often need ordinary automation. AI can help with unstructured information, with staff review where judgement or uncertainty matters.
We agree up to three operational areas and speak to up to two stakeholders for a total of 90 minutes, alongside a walkthrough of your main software and redacted process examples. This is a focused opportunity assessment, not an exhaustive audit of every process. Implementation, software subscriptions and ongoing support are scoped separately.
We agree access, confidentiality and data handling before receiving client information. Initial discussions can use anonymised examples. TJ is also a partner at Smith & Johnson; any implementation engagement must clearly separate access and prohibit using your information to solicit clients.
We will tell you. Your review may recommend a configuration change rather than a custom implementation. The objective is a useful improvement, and the review gives you a recommendation you can act on.
Ownership, licences, account access and handover are agreed in the proposal. Implementation includes documentation, training and a defined period of defect support. Ongoing care is optional and additional workflows are scoped separately.
LET’S START WITH YOUR FIRMWhat would you
What would you
like to take off
your team’s plate?
Tell us about your firm’s priorities. In a 25-minute introductory call, we’ll discuss what you already use, where work gets held up and whether we can help.
No preparation needed.No client documents required.
tj.smith@smithinnovation.studio