New engagements for UK accountancy firms, done properly.
Built for UK accountancy and audit firms. We watch Companies House, HMRC policy shifts, and the moments that bring new engagements in — and make the introduction in your voice at the right moment.
The three moments that bring you new clients.
Every new introduction we send is hung on a public moment that changes what a firm needs. Three patterns come up again and again.
Firms expanding their offer.
- New service lines launched (R&D, ESG, forensic, advisory)
- Senior hires or partner appointments
- Client companies crossing thresholds (VAT, audit, payroll)
- Geographic expansion or new office openings
Firms with new leadership or obligations.
- New managing partner or finance director at the firm
- ICAEW / ACCA regulatory updates
- Firm mergers or consolidations (ongoing UK roll-up wave)
- Succession events — retiring partners, new equity partners
Firms and clients with a problem.
- Late accounts filings at competitor firms (Companies House)
- Client firms with late filings (dissatisfied clients)
- AML enforcement actions
- HMRC policy changes affecting specific client segments
Where we look.
Public, licensed, or directly scraped sources that tell us something material has changed at a firm in your market.
- 01Companies House — filing history, SH01, officer changes, account category shifts
- 02HMRC — R&D statistics and policy announcements
- 03ICAEW / ACCA — disciplinary registers
- 04Accountancy Age, Accountancy Today — trade press news scrape
- 05The Gazette — insolvency and winding-up notices
- 06LinkedIn — senior hires at target companies
Observation. Problem. Offer. Nothing more.
Every email we send for an accountancy firm follows the same three beats. Specific enough to matter, short enough to read.
Hi Claire,
The latest HMRC guidance on R&D claims (published 3 April) tightens the documentation threshold for claims over £500k. Most mid-market tech firms in your client base will be within £100k of that.
Usually when a change like this lands, firms spend a week ring-fencing the 15–20 clients most at risk, then briefing them individually. We’ve helped three UK practices do that in the last fortnight.
Worth a short call next week?
David
Thirty minutes.
Ten firms. One real look at what is out there.
Book a call. We will ask what you do, run the service across ten firms in your market, and show you the ones we would contact this week, with a sample introduction for each. If it is not for you, you keep the scan.