BackAccounting Practice
01 · Context

Disconnected systems became one AI operating layer.

FreeAgentBrightManagerTaxCalcCompanies HouseCalendlyStripe IdentityResendAnthropicTBLA Operating LayerBUILT, NOT BOUGHT
02 · Insight

Hidden margin leaks became a list of decisions.

accounting-practice.app
Profitability scatter — revenue vs time invested, with protect-these and fix-these quadrants
03 · Insight

Call transcript in. Live proposal out. Five minutes.

Call transcriptClaude.ai(via custom MCP)Edits branded templateShareable proposal linkNO DEVELOPERS NEEDED
Claude chat — ‘Create a proposal for …’ prompt with assistant returning a live proposal URL
accounting-practice.app/proposal
Live branded proposal — personalised hero with team photo and signed letter
accounting-practice.app/proposal
Live branded proposal — next steps, total commitment, accept button
04 · Insight

Multi-participant client onboarding all completed in a custom interface.

Lead board mobile — welcome screen with account manager and intro call
Lead board mobile — four-step onboarding checklist with AML verification

One builder. Zero coordination cost.

Charlie Ellington

Accounting Practice

Intelligence · Sales · Onboarding

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