Less chasing and re-keying, more time for client work.
Your software is probably fine on its own. The hours go in everything around it: typing the same data into two systems, chasing clients by email, and passing work between people by hand.
Where the time usually goes
In most practices the same jobs come back every week, and they peak exactly when the team has least time.
- Chasing clients for missing records, often from a spreadsheet and an inbox
- Re-keying between bookkeeping platforms, tax software and practice management
- The same client emails rewritten for every deadline
- Volume work such as landlords, CIS, MTD and contractors, where small manual steps add up
- Hand-offs between offices or teams that each do it their own way
Getting more from your data
Most businesses already hold the data that would tell them where money is made and lost, and which customers need attention. It just sits in separate systems.
- Which clients and services actually make money once time is counted
- Which clients send records late every year, so chasing starts earlier for them
- Clients whose numbers suggest they need advice you could offer: growth, cash flow, a change of structure
- Deadlines and workload by person, visible before the crunch rather than during it
What the audit looks at
- The path from a client's records arriving to the return being filed and billed
- Where work waits, and who it waits for
- Which steps are pure re-keying or copying
- What the team complains about most in January
- What you've already tried to automate, and what happened
I know January is not the month for this. If now is busy, book a call for February and we'll start then.
How it works
Map
I spend time with your team and trace how work actually moves, from the moment something arrives to the moment it's done and billed. That shows where the hours go.
Redesign
We decide together which workflows are worth changing, and fix the process first. Automating a bad process only makes it fail faster.
Automate
I automate the parts that should be automated, with AI where it adds something. A person stays in the loop wherever judgement matters.
What it costs
| First call | 30 minutes on site or by video. I learn how the business runs and tell you honestly whether there's anything worth doing. | Free |
| Audit | One day with your team, on site or as two half-day video sessions. Within five working days you get a written report: three to five ranked improvements, in how work gets done and in how you use your data, each with the hours saved or revenue at stake and what it costs to put in place, plus an action plan. | £950 fixed |
| Build | I build what you choose from the audit: automations, reports, or data put to work. Fixed quote before any work starts. | Quoted |
You own everything I build: the accounts, the automations and your data. I don't resell software and I'm not tied to any vendor.
Who you'd be working with
I'm Denis Garcia. I co-run an ecommerce business, and for the last three years AI has been running in production in it: things that run every day and that the business depends on. Before that I spent twenty years building data systems for investment banks, large companies and startups, including customer data platforms that decided in real time which message to show to which person.
I'm based in Cobham, Surrey. I work on site across London and the South East, and by video anywhere in the UK.