Rose Gold Service

We wanted to offer a remote solution that offers IPs a more flexible system, while maintaining the premium standard expected by our Gold Service clients. Instead of a periodic physical site visit, we will plan a rolling series of remote reviews with each client.

Each plan will be designed to meet the IP’s processes and systems, using portal access, or electronically copied or transferred documents to suit the practice and its IT systems. Each review will be relatively short and reported in a simplified format, with a rolling summary kept as evidence of the year’s cumulative review.

Pricing will depend on the frequency, size, and scope of reviews, but will be based on the equivalent cost of an annual Gold Service visit. Our aim is to provide a similar service for Gold and Rose Gold clients for the same total annual cost, although Rose Gold clients will pay monthly to reflect the ongoing nature of their work.

Unless you can convince us you can handle it, we will not work for the equivalent of more than 6 days in a year because we believe that you have to have time to fix what we have found around your regular work.

We anticipate that clients will require at least 1 hour’s review per IP per month, but this is not cast in stone and we will design our reviews to suit each IP’s requirements. When a longer review is required, we may do half a day in one month and then skip a couple of months.  The whole point of this service is to be more flexible, so we will try to make it fit the client, the cases they administer and the structure of their firm.