Playbooks
Every playbook, by job
Short runs of steps for the jobs that come up in every firm. Each step says what to do, how you know it is done, and links the piece that teaches it.
Price the work
- Playbook Accounting firm pricing: set and raise your fees For owners whose fees were set years ago. You finish with a pricing method, a quote that is agreed before work starts, and a price rise sent. 5 steps4 min read2 to 3 weeks to put in placeTemplate
- Playbook Pricing AI-assisted work What to charge when AI cuts the hours: fixed fees, value, and what to do with the time saved. Written playbookTemplate
Hire and lead
- Playbook How to hire your first employee at an accounting firm For sole practitioners and small partnerships deciding on a first hire. You finish with a decision, a role written around outcomes, and a plan for the first 90 days. 5 steps4 min read4 to 8 weeks to put in placeTemplate
- Playbook How to hire your first employee Can you carry the cost, hire or outsource, a role built on outcomes, pay and where to advertise, the employment basics by country, and the first 90 days. Written playbookTemplate
- Playbook Train your team on AI in 30 days A week-by-week rollout: safe use and the policy first, then three shared tasks, champions and measuring real use. Written playbookTemplate
- Playbook Train juniors when AI does the grunt work A 12-month pathway: hand-work on purpose, reviewing the AI as training, and a sign-off ladder. Written playbookTemplate
Keep, fix or part ways with a client
- Playbook Client onboarding process for accounting firms For any firm taking on a client. You finish with signed terms, the client identified, everything you need collected once, and the first review booked. 5 steps4 min read1 to 2 weeks to put in placeTemplate
- Playbook AML/CTF for accounting firms: ready in 90 days For Australian firms that provide designated services. You finish enrolled, with an approved program, due diligence built into onboarding and the cost priced. 6 steps5 min read90 days to put in placeTemplate
- Playbook Part ways with a client When and how to end an engagement: the conversation, the letter, handing over records and your professional obligations. Written playbookTemplate
Use AI safely
- Playbook How to write an AI policy for your accounting firm For firms where people already use AI, policy or not. You finish with a tools register, data rules, updated engagement letters and a team that has read it. 5 steps4 min read1 week to put in placeTemplate
- Playbook AI and the TPB Code: what tax practitioners must do For Australian registered tax and BAS agents whose firm uses AI. You finish with every tool mapped, client permission on file, a review record and a policy. 6 steps4 min read2 weeks to put in placeTemplate
- Playbook How to set up Claude Cowork in your accounting firm For firms that have decided to trial Claude Cowork. You finish with a safe setup, a two-person pilot with measured results, a one-page policy and a trained team. 6 steps4 min read6 to 8 weeks to put in placeTemplate
- Playbook Build your first internal AI tool at your accounting firm For owners with one painful process and no developer. You finish with a scoped problem, a tool built for you first, tested on real files, and a decision on scaling. 6 steps4 min read2 to 4 weeks to put in placeTemplate
- Playbook Use AI safely with client data: a beginner’s playbook For firms nervous about client data and AI. You finish with one approved tool, a written rule the team follows, client details stripped before use, connectors set up safely, and a register you can show clients and your insurer. 6 steps4 min readAbout a week to put in placeTemplate
- Playbook The AI data-safety playbook Which client data goes into which kind of tool, the ATO and TPB angle, and a one-page rule sheet. Written playbookTemplate
- Playbook Review AI-drafted tax work Risk tiers, where AI tax errors cluster, a 12-point review checklist and what to record on file. Written playbookTemplate
Win clients
Run the numbers
- Playbook Accounting firm KPIs: read your numbers every month For owners who see revenue but not what is behind it. You finish with the handful of numbers worth watching, a benchmark to read them against, and a monthly habit. 3 steps2 min readAn afternoon to put in placeTemplate
- Playbook Build a Xero Practice Manager dashboard with Claude Six steps: three numbers, read-only access, one view, reconcile to XPM, a monthly refresh and a data-safety check. Written playbookTemplate