outsourced bookkeeping with insights and clarity
The Partner Pilot

We’re looking for 10 accounting firms to partner with.

We’re being selective to maintain our high standards and carefully monitor our capacity levels. If you’re the right fit, we’ll work with you on a risk-free pilot to prove we can deliver.

Accounting Excellence Awards 2024 Winner - Bookkeeping Team of the Year
How the pilot works

A risk-free path from “show me” to “sign me up”

No big commitment. Start with a free look at one client's data, let us prove it on a real month, then decide with the numbers in front of you.

1

Free Health Check+

We run a data-health check on one client (Xero or QuickBooks) using Dext Precision, then fix the top issues, not just flag them, and hand back a before/after health score.

2

Live Proposal

Using the real data from the health check, we build a transparent proposal on the spot, priced on the transactions we would process, so you know exactly what it costs, no guesswork.

3

One month, on us

We take the bookkeeping for one nominated client for a full month, free, and deliver a clean month-end pack (and a forecast snapshot if you want one).

4

You decide

Like what you see? We roll that client onto simple, transaction-based pricing and you add more. Don't? Walk away, you've lost nothing.

Paul Clarke, Founder

“Your clients’ books are kept by people here in the UK, never offshored, so the data stays in the country and you always deal with someone local.”

Paul Clarke, Founder
Choose your pilot

Five ways to take Ookkee for a test drive

Pick the one that fits where you're feeling the pain. We'll tailor it on the call.

MOST POPULAR

One Client, One Month, On Us

We do a full month's bookkeeping for one of your clients, free, ending with a clean month-end management pack. The clearest way to judge us, on real work, not a sales pitch.

Best if: you're capacity-constrained and want proof of the done-for-you service.
QUICK WIN

Health Check+, find it and fix it

Our free data-health review using Dext Precision, but we remediate the top issues on the spot and give you a before/after health score, so you see us improving the file, not just listing problems.

Best if: you want a fast, low-commitment first taste.
HIGH IMPACT

The Rescue, pick your worst client

Nominate your messiest or most-behind client, or one with a looming VAT/deadline crunch, and we bring it up to date, to deadline. High-pressure proof that we can sort the hard stuff.

Best if: you've a backlog or a problem client draining your team.
FOR GROWTH

The Next Win, capacity on demand

Route your next new client to us for onboarding and the first month or two. Test the “scale without hiring” promise with zero disruption to your existing book.

Best if: you're winning work faster than you can resource it.
FOR CFOs / FDs

The Advisory Pack

A free month-end close plus a Futrli 3-way forecast and board pack for one portfolio client, so you can walk into your next board meeting with Ookkee-produced numbers.

Best if: you're a fractional CFO/FD who lives in the reporting.
FLEXIBLE

The Parallel Run

Prefer to keep control? We run a client's books alongside you for a month so you can compare our output with yours, side by side, before changing anything.

Best if: you want certainty before you hand anything over.
Why it's genuinely risk-free

The promises behind every pilot

Accuracy guarantee

If the numbers aren't right, we fix them free, or that month's on us.

No tie-in

Rolling monthly, cancel anytime. The pilot commits you to nothing.

Transparent for all

We don’t white label and we price the client directly. Keeping things simple and honest.

Your client stays yours

Open partnership, no poaching. We sit behind you, never in front.

Jade Binsted, Commercial Director

“I’ll be your main point of contact managing the partnership. I’m here to ensure a smooth onboarding, address any questions, and make sure we’re delivering exactly what you need.”

Jade Binsted, Commercial Director
Getting started

Four steps, starting with a 20-minute call

1

Discovery call

A quick chat about your firm and where the pressure is. We recommend the right pilot.

2

Pick one client

You nominate a single client. We handle setup and migration, minimal lift for you.

3

We deliver

We do the work and hand back clean numbers, a health score or a month-end pack.

4

You decide

Roll on with transaction-based pricing, or walk away. No pressure, no cost.

Ready when you are

Take Ookkee for a test drive on one client.

Book a complimentary, no-obligation discovery call and we'll recommend the right pilot for your firm.

Book a discovery call →
  • Try Ookkee on one client, complimentary
  • 100% accurate numbers, in real time
  • No tie-in, cancel anytime
  • Exclusively for accountants & fractional CFOs

Studio 1, The Focus Building | 1 Crimea Road | Bournemouth | Dorset | BH9 1AP