Strategy Resources for Accountants

The content highlights various strategic resources and innovations for accountants, including Silverfin's new Talking Points feature that transforms routine compliance into scalable client advisory, insights on modernizing accounting firm operations without disruption, the role of AI-powered software in enhancing efficiency, considerations on automation limits in working papers, and leadership updates such as Aleisha Hales' appointment as Head of UK & Ireland at Silverfin.

Strategy Resources for Accountants

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How accounting firms modernise operations without disruption

Accounting firm leaders understand the need to modernise operational workflows, but many hesitate to act because they worry about the impact on day-to-day delivery. The potential for implementation to interrupt busy periods.

From file review to client conversation, without leaving Silverfin

Every file review surfaces insights that clients need to hear. Unusual cost movements. Approaching tax thresholds. Year-on-year trends that signal risk or opportunity. Your team spots these things as a natural part.

Silverfin launches Talking Points to turn routine compliance work into scalable client advisory

Early access data shows 40,000 client advisory discussions from 400 clients originated in routine compliance work. Ghent & London – 25 March 2026: Silverfin, the cloud-first accountancy SaaS platform, has launched Talking Points.

Working papers automation limits: what should and shouldn’t be automated

Automation has become a major topic of discussion in accounting firms. As software becomes more capable, many teams are exploring how automation can improve efficiency in core workflows. At the same time,

Aleisha Hales appointed Head of UK & Ireland at Silverfin

We’re pleased to announce that Aleisha Hales has been appointed Head of UK&I at Silverfin, taking on responsibility for the growth and performance of our business across the UK and Ireland. Aleisha

Many firms struggle with inefficient workflows, outdated systems and the pressure to deliver accurate, timely services to clients. These issues can lead to wasted time, increased errors and missed opportunities for growth with staff suffering from extremely high workloads during busy periods. By choosing the right platform for your business, you can improve your firm’s efficiency and accuracy and carve out more time for strategic advisory services, giving you a competitive edge and boosting your profitability. This comparison guide between CCH vs Silverfin aims to address these pain points and evaluate which platform better supports your accounting firm’s needs.

How to create an AI policy for your accounting firm

In this exclusive AccountancyAge article, Silverfin’s CEO Lisa Miles-Heal delves into why AI guardrails are necessary for accounting firms to maximise the benefits the technology can deliver.

Accelerated growth – unlocking the superpowers of your people

Earlier in this whitepaper The call to adventure – Understanding the capacity challenges ahead, we established what’s at stake and why it’s time to transform your accounting firm’s approach to talent. We also covered how 40 strong London firm flinder is using Silverfin technology to turn number crunchers into storytellers. Turning our attention now to creating capacity in accounting with the adoption of software and AI, we believe we are entering a new era of learning and development, particularly for junior staff or when different teams come together and need to align their know-how, processes and working methods.

How to standardise best practices with software for accounting firms

Every accounting firm strives to deliver consistent, high-quality service. However, achieving this can be challenging due to varying processes and methods within the firm. If your team often finds itself mired in inefficiencies and inconsistencies, it’s time to consider standardising your best practices with software designed for accounting firms. With the right tech stack, you can streamline operations, reduce errors, and enhance productivity and profitability. Why Standardisation is Important for Your Firm’s Success Standardisation is crucial for accounting firms aiming to maintain high standards and efficiency. By establishing uniform processes, firms can make sure every team member follows the same procedures, leading...

From crunch to clarity: 4 steps to revolutionise your accounting practice

In our recent whitepaper, “Tackling the Capacity Crunch in Accountancy: A Three-Stage Journey” we interviewed three accountants including Hollie Moore, Early Careers Manager at BKL, a top 50 firm of chartered accountants and tax advisers based in London, to delve into how the firm attracts, engages, retains and nurtures talent – with a strong focus on leveraging technology for support. During an insightful follow-up webinar, Hollie discussed 4 major challenges and showcased how technology has been implemented at BKL to address the capacity crunch in accounting. In the ACCA’s recent report on UK Talent Trends...

Strategy Resources for Accountants