Attract the right clients. Turn consultations into signed engagements.
Connect your marketing, enquiry qualification, consultations, proposals and onboarding handoff—with Digital Suite setting up and supporting the system around your firm.
Partners spend time on enquiries that aren't a fit, and proposals sit without follow-up.
Client relationship · brief, proposal, handover
From enquiry to agreed engagement
Fictional owner-managed company, Sandton · Monthly accounting and annual financials
1. Consultation brief
2. Proposal decision
3. Client handover
- Where it stands
- Form captures entity type, size and services needed
- Service fit · owner
- Practice manager
- Next contact
- Check fit
Where work slips today
Poor-fit enquiries
Time spent on prospects outside your service.
Proposal silence
Proposals aren't followed up.
Referrals unasked
Satisfied clients aren't asked for introductions.
One connected path, set up and supported by Digital Suite
- 1
Find
Content and visibility for the clients you want
- 2
Respond
Shared inbox and contact record
- 3
Consultation
Consultation booking and proposal stages
- 4
Proposal
Delivery stays in your practice software
- 5
Invoice & payment
Invoice and payment visibility for the engagement
- 6
Handover & relationship
Reviews, referrals and reporting
Channels, billing steps and scope
Shared inbox covers supported, connected channels only. Facebook comments apply to eligible posts; WhatsApp coexistence with an existing South African business number is checked, not assumed.
Quote accepted, invoice issued and payment received are tracked as separate steps. A job status does not automatically mark payment.
What changes
- Better-fit enquiries
- Consultations booked easily
- Proposals followed up
- Clean handoff to delivery
- Referral requests
- Source reporting
Your current tools
What can stay
- Practice management software
- Tax and accounting systems
- Document portals
Where the configured system helps
- Enquiry qualification
- Proposal pipeline
- Relationship follow-up
We don't replace specialist software wholesale or assume integrations that haven't been verified.
Your team in control. AI where you want it.
Run the system yourself, let AI handle selected tasks, or combine both. We help you choose, set it up and support your team.
Team-operated
Your people run the configured inbox, bookings and follow-up.
AI-assisted
Selected tasks such as intake or follow-up, assessed first, with human handover.
A combination
AI for agreed tasks, your team for the rest. Phase it as you like.
Your team keeps technical judgement, pricing and commercial approval. AI handles only the tasks you agree, with a clear handover to a person. Usage costs are scoped separately.
Fit and scope
Best for established firms wanting more of the right clients.
Operations implementation can be quoted on its own with defined support—no compulsory SEO or advertising retainer. Advertising, if chosen, covers one agreed platform and one campaign family; ad spend is separate.
Websites, software, communications and AI usage, extra locations and bespoke integrations are scoped separately. Fees and scope are agreed in your written proposal after the review.
Questions accounting firm owners ask
Book a Firm Growth Review
30 minutes with Brad McMahon. Bring one recent example and your current tools; leave with three practical priorities and a recommended starting point. No obligation.
- One recent enquiry and proposal
- Ideal client profile
- Your practice software
- Three practical priorities