The Accountancy or consultancy blueprint
How a typical accountancy or consultancy practice runs: 6 roles across 5 departments, 6 systems, and 3 core processes totalling 15 steps, 3 of them manual. Every process is mapped step by step on its own page.
Whose model is this? Ours. This blueprint is OurIdea.ai's own reference map, the same starter template abi. Clone applies for this business type. It describes a typical setup so you have something concrete to react to. It does not describe any company listed in this directory, and no listed company should be assumed to work this way.
The processes
This is where automation conversations should start. Each process lists its steps in order, names the system each step lives in, and marks the steps no system covers.
The systems
The software a business of this type typically already pays for. Automation work is mostly making these talk to each other.
- XeroAccounting
- DextData capture
- KarbonPractice management
- Microsoft 365Productivity
- HubSpotCRM
- DocuSignE-signature
The roles
- Leadership Partner
- Client Delivery Client Manager, Bookkeeper
- Payroll Payroll Administrator
- Operations Practice Manager
- Sales Business Development
Outside the building
Work does not stop at the org chart. These are the external parties a typical accountancy or consultancy practice exchanges work with, and the process each touches.
- Client customer
Records, queries, approvals · Year end accounts - HMRC regulator
Filings and submissions · Monthly payroll