FinTech for accounting SMEs

Less friction.
More flow.

We help accounting firms get the most from their tech stack — honest advice, hands-on implementation, and processes that keep working after we’ve gone.

What we do Software implementation Process consulting BPO
Practice dashboard
Time reclaimed / wk
14.5 hrs
Automation rate
72%
Workflow throughput ▲ 38%
WHAT WE DO

Three services.
One outcome — flow.

We work with accounting firms to design, implement and run the systems that keep client work moving. Pick the piece you need — or the full stack.

Software implementation

Karbon, Ignition, Xero, and the wider FinTech stack. We stand up the tools, configure them properly, and train your team so the software actually gets used.

  • Vendor selection & scoping
  • Configuration & migration
  • Team training & enablement

Process consulting

Map, measure, and rebuild the workflows your practice actually runs on. We surface the friction, redesign the process, and hand you something people follow because it makes sense.

  • Workflow audits
  • Process design & SOPs
  • Change management

Business process outsourcing

Some processes are better handed off entirely. We run the work — recurring compliance jobs, bookkeeping cycles, workflow coordination — on your firm's behalf, using your tools.

  • Compliance work cycles
  • Practice coordination
  • On-demand capacity
HOW WE WORK

Four pillars.
Every engagement.

We hold ourselves to the same standards on every project — from a two-day workflow review to a full practice transformation.

01

Knowledgeable

Deep FinTech expertise. We know the software and we know the industry — no generalists, no learning on your dime.

02

Approachable

Warm, plain English. We never talk down and we never blind you with jargon. If we can't explain it clearly, we haven't understood it yet.

03

Modern

Forward-thinking. We embrace change and challenge the comfortable status quo — for you and for ourselves.

04

Pragmatic

Results-first. We focus relentlessly on outcomes that actually make a difference — not the ones that look good in a slide deck.

OUR SOFTWARE

WorkflowPlus — the app.

Recipe-driven work creation for Karbon practices. Turn every recurring engagement into a repeatable template, allocate staff by category, and stop rebuilding the same work items week after week.

Open the app →
Recipes
Annual Financial Statements
Yearly · Aug anchor
Accounting
EMP201 — Monthly
Monthly · day 7
Payroll
Provisional Tax P1
Yearly · Aug
Tax
Bi-Monthly Accounting
Every 2 months
Accounting
ABOUT US

Built by someone who’s done it.

WorkflowPlus is founded by Richard Minns, who spent years running practice operations inside accounting firms before turning that experience into consulting and software for the industry.

We work with small and mid-sized accounting practices who’ve outgrown their old ways of working and want systems that scale with them.

Get in touch →

The best software in the world doesn’t fix a bad process. We start with how the work should flow — then reach for the tools.
Richard Minns · Founder, WorkflowPlus

Ready for less friction?

Book a 30-minute discovery call. We’ll listen, ask a few sharp questions, and tell you honestly whether we can help.

Book a discovery call