AI Toolkit for the SMP Owner — Small Accounting Firms
A practical AI prompt library and workflow reference for partners and owners of small and medium-sized accounting practices. 15 ready-to-use Claude prompts across practice KPIs, capacity planning, stack rationalisation, cyber, succession, client segmentation, value pricing, AI-led advisory productisation, niche strategy, lead generation, M&A, and hiring.
What's inside
- 15 ready-to-use Claude prompts across the annual practice review and KPI dashboard, capacity and utilisation planning, software stack rationalisation, cyber and data security, succession and equity-roll, client segmentation, value pricing, engagement-letter standardisation, client off-boarding, AI-led advisory productisation, niche strategy, lead-generation, M&A target assessment, hiring and retention, and the regulatory horizon scan
- A CLAUDE.md system prompt that calibrates Claude for the SMP partner / owner role
- ACCA / ICAEW / ICAS / CIMA-MIP / AAT-aware coverage of professional standards, MLR 2017 / JMLSG, PII expectations, and the MTD direction of travel
- 4-control SMP-practice framework — client confidentiality and PII protection, partner sign-off on engagement scope, professional-standards override, partner liability on advisory output
Who it's for
Partners and owners of small and medium-sized UK and Ireland accounting practices — sole practitioners, two-to-twenty-partner firms, and senior managers running the practice. The technical compliance work sits in the companion Practice Accountant toolkit; this one is about running the firm — growth, technology, succession, pricing, niche, hiring.