We work with and for accountants from sole practitioners to firms with multi million pound turnovers.

We work with firms from high street practices to those with overseas and audit practices. We advise on the regulatory requirements of ICAEW and ACCA. We assist firms in their risk management processes and also in defending complaints brought by clients and their regulatory bodies.

One specific area of expertise is in relation to engagement letters, not just the letters themselves, but the process surrounding the letters, and the ways in which those letters can be used to manage risk and improve the relationship practitioners have with their clients via our Close the Circle® service.

We provide training on risk issues to accountants on a variety of relevant topics through our RiskBites® programme or as a lecturer at conferences on request.

We also provide risk management services to accountants, helping them on an ongoing basis with their internal risk, training, reporting and strategy.

We help firms through our DeRisk® service who are struggling to obtain PII insurance due to historic issues with their practice – this may be a history of introductions into tax schemes for example. 

Through our De2Risk® service, we help firms who are looking to buy or sell their practice, with a review of the historic risks and current processes, to assist in obtaining the best terms and (for buyers to ensure that the integration of the new business is managed and risks minimised).


Risk partner in large accountancy firm

“We have been using the Embed and Protect® service for more than a year now. Karen has worked with us as a team and we have found the service invaluable in assisting a firm like ours ensure we properly identify, understand, mitigate and respond to the practice risks we face. Our teams feel confident in contacting the service, meaning that issues are not buried but are dealt with promptly before they become unmanageable. We have gone through a PII renewal since using the service and believe that her help and advice have been instrumental in ensuring we maintain beneficial terms. Karen’s approach is to be ‘independent but very much one of the team’ and her involvement has freed senior members of management up to undertake other profitable work – we can strongly recommend the service.”

Company director and chartered certified accountant

“Karen recently completed a full review of our engagement documentation and her advice was always clear and practical. She has great expertise in legal risk management and provided valuable advice and training throughout the project. It’s very reassuring for us to have Karen, who is so knowledgeable in her field of expertise, supporting us.”