AI is changing what clients pay accountants for.

1

Take stock

Map every service and fee against what AI can already do, then score the practice on the six principles before you change anything.

2

Build AI capability

Train the whole team to use AI properly, and set the practice's rules for client data, checking and accountability before AI touches client work.

3

Hand over the legwork

Move coding, reconciliation, first drafts and routine correspondence to AI inside a checked process, so the team's time goes on review, judgement and client conversations.

4

Build your own digital offering

Put forward-looking tools under the practice's own name, starting with a tax checker that shows each client where their tax is heading and what to do about it.

5

Reprice and scale

Package bookkeeping, compliance, forecasting and advice as a finance function for a fixed monthly fee, and add advisory and assurance services clients pay for separately.

6

Become the firm AI recommends

Rewrite the practice's public presence so AI assistants can find it, understand what it does and recommend it, and build referral links with advisers and solicitors.