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    Chasing clients for documents? Deadlines in a spreadsheet? Enquiries going cold?

    Spend your time on clients. We'll handle the digital sidedigital side, document chasing, deadline reminders, hiring, IT

    Clients pay you for advice, not for chasing paperwork. We set up the systems, website, marketing and people that keep your firm running.

    Prefer to message? WhatsApp us on +91 95998 05066 or see if this is you.

    Finance & Accounting solutions by Prabisha
    1
    accounting firm's website and enquiries running on our platform
    1
    billing and invoicing system built by our team
    1
    partner for software, IT, marketing and hiring

    Be honest

    Does any of this sound familiar?

    If you nodded at two or more of these, keep reading. Every one of them has a simple fix, and we already fix them for finance businesses.

    How many hours a month go on chasing clients for documents?

    Emails, calls and WhatsApp messages asking for the same bank statements and receipts. Deadlines get close and the team works late.

    How many enquiries this month got a reply the next day?

    People asking about bookkeeping or tax often contact three firms at once. The firm that replies first, clearly, usually wins.

    How long has that accountant or bookkeeper role been open?

    Every empty seat means late returns, overtime and work turned away. Qualified people are getting harder to find each year.

    Would you know if a membership, AML check or training record lapsed tomorrow?

    Professional memberships, client ID checks, CPD and engagement letters are tracked in spreadsheets and heads. One gap becomes a real problem.

    Do clients know everything else you can do for them?

    A tax-return client might need bookkeeping, payroll or advice, but nobody tells them, so they buy it from someone else.

    Search "accountants near me". Are you there?

    An old website and a thin Google profile send searchers to bigger firms, even when you are the better fit for them.

    How we help

    So how do we fix it?

    In plain words, with a look at the actual tools. Everything below is already running for finance businesses.

    Software

    Business software

    01

    Every enquiry and new client in one place

    Website, phone, email and referral enquiries become one list, from first call to signed engagement and ID checks done. Your team sees who needs a reply and who is waiting on documents.

    • Enquiries from every channel in one list
    • Proposal, engagement and onboarding stages
    • Reminders so no enquiry waits a day
    Every enquiry and new client in one place
    02

    Billing, invoices and recurring fees

    Send invoices and monthly retainers from our billing system, with reminders for late payments and a clear view of what is owed. Built by our team and used by our own business.

    • Recurring invoices for monthly clients
    • Automatic payment reminders
    • A plain-English summary of who owes what
    03

    Team HR, rotas and training records

    Staff records, leave, payslips and CPD in one app. Professional memberships, AML training and checks are tracked with alerts before anything runs out.

    • Leave and busy-season cover in one view
    • Alerts before memberships or training lapse
    • Payslips and policies staff can see themselves
    Team HR, rotas and training records

    IT

    IT, websites & support

    04

    A website that wins trust and enquiries

    A fast, professional website with clear services, sector pages, team profiles and a secure document upload, connected to your CRM. We keep it updated for you.

    • Clear service pages for each type of client
    • Enquiry and upload forms connected to your CRM
    • Changes made for you, the same day
    A website that wins trust and enquiries
    05

    We run your IT, so you do not have to

    Hosting, domains, email accounts, laptops, security updates, backups and day-to-day support handled by our team. One number to call for everything digital in your firm.

    • New starters set up with email and access the same day
    • Daily backups and security updates handled for you
    • One support team instead of five suppliers
    We run your IT, so you do not have to

    Marketing

    Digital marketing

    06

    Deadline and document reminders that send themselves

    Clients get reminders by WhatsApp and email before each deadline, with a secure link to upload what you need. Clients who have already sent their documents are skipped.

    • Reminders at 30, 14 and 3 days, or your own schedule
    • WhatsApp and email from one place
    • See who uploaded and who needs a call
    Deadline and document reminders that send themselves
    07

    Get found by local businesses

    We look after your Google Business Profile, reviews and helpful content such as deadline checklists and guides that bring in search traffic all year.

    • A complete profile with reviews answered
    • Guides and checklists clients search for
    • A monthly report in plain English
    Get found by local businesses

    Hiring

    Hiring & staffing

    08

    We find your next accountant or bookkeeper

    We write the job adverts, screen every CV against the qualifications you need, shortlist the best people and set up interviews, or place dedicated remote staff for bookkeeping and admin.

    • Adverts written and posted for you
    • Applicants screened for qualifications and software
    • Remote bookkeeping and admin support, managed by us
    We find your next accountant or bookkeeper

    AI

    AI that saves time

    09

    A website assistant that books discovery calls

    Visitors ask what you do, who you help and how to get started, at any hour. The assistant answers from your own pages, collects their details and books a call.

    • Answers service questions instantly
    • Collects business type and what they need
    • Never gives tax advice; it books a call with you
    A website assistant that books discovery calls

    Why Prabisha

    Why trust us?

    Prabisha looks after the whole digital side of an accounting or finance firm: enquiries and onboarding, deadline reminders, billing, the team, websites and IT, marketing and recruitment.

    We run a firm's front door already

    An accounting firm's website and enquiries run on our platform, and our billing system is built in-house.

    One team, one point of contact

    Software, IT, marketing and hiring from one partner, so nothing falls between suppliers.

    Our own software

    Our CRM, HR, billing and recruitment tools are built by us, so we can shape them around how you work.

    Start small

    Begin with the one thing that hurts most and add more when you are ready. No big-bang projects.

    Teams in the UK and India

    We work with businesses in India, the UK, the USA and the UAE, with local understanding and the capacity of a larger team.

    Client data handled with care

    Secure systems, access by role, and we are happy to sign a data processing agreement. Your accounting data stays in your accounting software.

    Proof

    Don't take our word for it. See the work.

    Case studies from client projects and practical guides from our team.

    Building a Credible Digital Presence for a CA Firm
    Website Design

    Building a Credible Digital Presence for a CA Firm

    Prabisha Consulting designed and developed a fast, mobile-first corporate website for an established chartered accountancy firm with six offices across India, presenting its audit, tax and compliance services, partner expertise and credentials clearly, and turning visitors into qualified enquiries.

    Read more
    Developing a Growth-Ready Business Directory for the UK Market
    Website Design

    Developing a Growth-Ready Business Directory for the UK Market

    UK Biz Network is a UK-based business directory platform developed to provide a structured and reliable space where businesses across the United Kingdom can list their services and connect with potential customers. The objective was to create a scalable, user-friendly, and secure directory system with a controlled approval mechanism to maintain listing quality and credibility.

    Read more
    Boosting Video Click-Through Rate with High-Impact Thumbnail Design
    Branding

    Boosting Video Click-Through Rate with High-Impact Thumbnail Design

    A reputed content creator approached us with consistently low video CTR despite producing high-quality videos. Their thumbnails lacked visual appeal, emotional engagement, and brand consistency. We redesigned their thumbnail system to significantly improve visibility, clicks, and overall video performance.

    Read more
    How Prabisha Consulting Transformed Indian Food Freak's Website Performance
    Website Design

    How Prabisha Consulting Transformed Indian Food Freak's Website Performance

    Prabisha Consulting modernised the website using a new technology stack, improving performance, accessibility, technical SEO and agentic AI browsing readiness. The desktop assessment achieved 97/100 for Performance and Accessibility, 100/100 for SEO and Best Practices, and passed all 3 Agentic Browsing checks.

    Read more

    FAQs

    Still wondering?

    The questions owners ask us most. Something else on your mind? Ask us directly.

    No. Keep the accounting and tax software you use. We look after everything around it: enquiries, onboarding, reminders, billing, the team, website, marketing, IT and hiring.
    No. It answers questions about your services and books calls. Anything that needs advice goes to your team.

    Talk to us

    What would you fix first?

    Tell us in a minute. Someone from our team books a call at a time that suits you, listens first, then shows you a live demo of the parts that fit your finance business.

    WhatsApp +91 95998 05066

    Book a free call

    Takes under a minute. We reply within one working day. No pricing pitch.

    What do you need help with?

    Tick all that apply, or none if you are not sure yet.

    1. 1

      A free 30-minute call

      We learn how you work today and where time, leads or people are being lost.

    2. 2

      A simple plan

      We suggest what to fix first, in plain language, across software, IT, marketing and hiring.

    3. 3

      We set it up

      We move your client list, set up reminders and your website, and train your team outside busy season.

    4. 4

      We look after it

      Ongoing support, marketing and hiring help, with a regular check-in to see what to improve next.

    Let's Talk

    Free consultation - no commitment

    Let's Start a Conversation

    Have a project in mind? We'd love to hear about it. Drop us a line and let's make something amazing together!