Wednesday 1 October, evening our time is late morning theirs. Bottles and letters landed Monday 28 September, signed by you.
Numbers were checked against each firm's own website on 29 September unless the card says otherwise. Fit is the pool's client-fit score; 90-day is Alex's send-scoring. Where a card names an operations person, that conversation is a win, not a consolation.
Grew from one person on Stevenage Old Town High Street to thirteen offices in sixteen years, part grown, part bought. Peter's name is on the door and he decides; eight director-level people sit under him. Their site titles him Managing Director. A thirteen-office firm is a genuine rollout conversation if this lands.
Dear Peter,
I saw your post a couple of months back marking sixteen years. From one person on Stevenage Old Town High Street to thirteen offices is no small feat.
For context, I look after strategic accounts at Rechargly. We help firms manage the software they buy for their clients, where more revenue leaks than anyone expects. Thirteen offices means thirteen versions of that.
We launched in the UK this year, hence the bottle and a reason to celebrate. Given what you've got planned next, I thought it would be good to connect.
We're in London for a few weeks from 6 October, over for the DAS conference. I'll call next week. It would be great to meet while we're over.
Andy
West End tax and business advisory, eleven equal partners with no single head — but on software Costa visibly decides: their own site calls him the driving force behind the firm's move to cloud, and he publicly ran a software review on LinkedIn. Partner since January 2007.
Dear Costa,
I saw your post asking practice owners which onboarding and workflow software they like, and which they don't. Asking for the second list was the smart bit.
For context, I look after strategic accounts at Rechargly. We help firms manage the software they buy for their clients, where more revenue leaks than anyone expects. Most of those tools stop at onboarding; the client subscriptions they set up still need billing back every month.
We launched in the UK this year, hence the bottle and a reason to celebrate.
We're in London for a few weeks from 6 October, over for the DAS conference. I'll call next week. It would be great to meet while we're over.
Andy
Ask what he ended up choosing in the software review — he ran it publicly, he'll enjoy answering. Manchester United fan if you need small talk. Several one-to-one emails went to the firm 30 June to 7 July, no reply on record.
Northampton chartered accountants, Claire is the sole head. Her own stated focus is business development and finding new revenue — the reselling line IS her brief, which is the letter's exact bridge. Do not email her: the address on her record belongs to someone at a different firm.
Dear Claire,
A hairdressing apprenticeship, then accountancy, then partner at Elsby before thirty. That's quite the impressive path.
For context, I look after strategic accounts at Rechargly. We help firms manage the software they buy for their clients, where more revenue leaks than anyone expects. Your own focus is finding new revenue for the firm, and this is revenue you already have.
We launched in the UK this year, hence the bottle and a reason to celebrate.
We're in London for a few weeks from 6 October, over for the DAS conference. I'll call next week. It would be great to meet while we're over.
Andy
SME-focused, three offices, grown from a barn outside Chichester. Sarah has twenty-five years in the profession and collects the firm's awards herself. Their Xero Champion, Andy Kemp, is brand new in the seat this month — a live software conversation inside the firm right now.
Dear Sarah,
Company of the Year in 2024, and a finalist for Business Woman of the Year the year before. One for the firm, one for you, and all from a barn outside Chichester.
For context, I look after strategic accounts at Rechargly. We help firms manage the software they buy for their clients, where more revenue leaks than anyone expects. Three offices and a new head of operations to hold them together usually means the software bills have outgrown whoever set them up.
We launched in the UK this year, hence the bottle and a reason to celebrate.
We're in London for a few weeks from 6 October, over for the DAS conference. I'll call next week. It would be great to meet while we're over.
Andy
The record holds two operations names that don't fully agree: Rachael McLatchie, Head of Operations (newer, your letter references her arrival) and Leah McGarvey, Practice Manager, at the firm since 2015. Ask reception who runs practice operations and take whoever they name.
Outsourced finance, accounting and advisory. David runs it but the founders own it, so a yes may route up — offer to run the numbers so he has something to carry. Day-to-day operations run through Jacquetta Jackson, Operations and Tax Director; she's the second conversation. Do not email David: the address on his record belongs to someone at a different firm.
Dear David,
Back in 2018 to open the Essex office, and Managing Director seven years later. Not many people come back to a firm and end up running it. I bet the hard work hasn't helped your golf handicap.
For context, I look after strategic accounts at Rechargly. We help firms manage the software they buy for their clients, where more revenue leaks than anyone expects. You've taken on the firm's technology agenda, and billing clients for their software is usually the part of it nobody owns.
We launched in the UK this year, hence the bottle and a reason to celebrate.
We're in London for a few weeks from 6 October, over for the DAS conference. I'll call next week. It would be great to meet while we're over.
Andy
Chartered accountants growing by acquisition — every firm they buy arrives with its own client software to bill, which is the letter's bridge. Tariq sits above the two founding partners as CEO and decides. Operations: Rashmi Pandya, Chief Operating Officer.
Dear Tariq,
Ten years mentoring fintech founders at Startupbootcamp. Ours came through a programme like that, Antler Australia in 2020, and what they started there led to Rechargly. So thank you, from the other side of the table.
For context, I look after strategic accounts at Rechargly. We help firms manage the software they buy for their clients, where more revenue leaks than anyone expects. You've been growing the group by acquisition, and every firm you bring in arrives with its own client software to bill.
We launched in the UK this year, hence the bottle and a reason to celebrate.
We're in London for a few weeks from 6 October, over for the DAS conference. I'll call next week. It would be great to meet while we're over.
Andy
Campaign emails in July 2025, no reply on record.
East London chartered accountants. Aamir holds the only leadership title and decides — though their own site calls him Founder and Chief Executive on one page and Partner on another. He guides start-ups through their first years, exactly when subscriptions multiply. Practice Managers: Hussain Ali, and Juan Ma (senior).
Dear Aamir,
You're on a short list of firms I'd like to meet in London next month. No clever reason: you run Walden Way and train accountants on the side, and I'd rather meet that person than email them.
For context, I look after strategic accounts at Rechargly. We help firms manage the software they buy for their clients, where more revenue leaks than anyone expects. You guide start-ups through their first years, exactly when subscriptions multiply and somebody has to bill them back.
We launched in the UK this year, hence the bottle and a reason to celebrate.
We're in London for a few weeks from 6 October, over for the DAS conference. I'll call next week. It would be great to meet while we're over.
Andy
Accounting, tax and consulting practice. Shaileen's own work is tax for wealthy families, so he may be warm but not the daily user — the client-software pain sits with Babitha Sriharan, Head of Accounts, and their bookkeeping clients all get Xero through the firm. Treat him as the door, her as the conversation.
Dear Shaileen,
I did some reading before writing and ended up in your LinkedIn posts. The founder who handed his business to the people running it, without ever selling, stuck with me. I work for two founders, so I read it twice.
For context, I look after strategic accounts at Rechargly. We help firms manage the software they buy for their clients, where more revenue leaks than anyone expects. Your bookkeeping clients all get Xero through you, and somebody has to bill each one back.
We launched in the UK this year, hence the bottle and a reason to celebrate.
We're in London for a few weeks from 6 October, over for the DAS conference. I'll call next week. It would be great to meet while we're over.
Andy
A "Rechargly / Price Mann" one-to-one went early July, no reply on record. The letter quotes his own succession posts — ask him about them, he clearly enjoys the subject.
Bookkeeping, cloud and payroll practice, three equal partners (Mehmet, Enver Kannur, Tugrul Yigitoglu) with no single head. The surer operational bet is Ronak Patel, Practice Manager — if Mehmet is lukewarm, ask for Ronak. Do not email Mehmet: the address on his record belongs to someone at a different firm.
Dear Mehmet,
Your comment about seeing Jay-Z at Tottenham's ground tells me you're an Arsenal man. When Ange Postecoglou was at Spurs, every second Aussie became a Tottenham fan. It didn't work out for any of us.
For context, I look after strategic accounts at Rechargly. We help firms manage the software they buy for their clients, where more revenue leaks than anyone expects. You reckon near 90% of accountants aren't ready for MTD, and client software billing is usually the other job quietly running behind.
We launched in the UK this year, hence the bottle and a reason to celebrate.
We're in London for a few weeks from 6 October, over for the DAS conference. I'll call next week. It would be great to meet while we're over.
Andy
Five equal directors, no head. Fifty-plus years old and every qualified accountant in the building trained there — Jennie has been a partner for nearly thirty of those years. The best-fit conversation in the building is Tom Langston, Head of Tech and Software; a firm that size having that title says the client stack was chosen carefully.
Dear Jennie,
Every qualified accountant at Sam Rogoff trained there, and you've been a partner for nearly thirty of the firm's fifty-plus years. That's rare when hiring and keeping people is the biggest headache most firms have.
For context, I look after strategic accounts at Rechargly. We help firms manage the software they buy for their clients, where more revenue leaks than anyone expects. Twenty-five people and a head of tech and software says the client stack was chosen carefully; billing it is usually nobody's job.
We launched in the UK this year, hence the bottle and a reason to celebrate.
We're in London for a few weeks from 6 October, over for the DAS conference. I'll call next week. It would be great to meet while we're over.
Andy
The only Xero Platinum firm of its research batch and one of the bigger books on this sheet, mid-merger with Summers Morgan — two sets of client software and two ways of billing it, which the letter uses. Simon's work is commercial matters and management consultancy, a partner there since the early nineties. Second name: Andrew Spratley, Director of Financial Management Services.
Dear Simon,
Why you and not one of your partners: your work is commercial matters and management consultancy, which is closer to us than tax or audit, and you've been at Nunn Hayward long enough to know who to point me at if not you.
I look after strategic accounts at Rechargly. We help firms manage the software they buy for their clients, where more revenue leaks than anyone expects. Two practices coming together means two sets of client software and two ways of billing it.
We launched in the UK this year, hence the bottle and a reason to celebrate.
We're in London for a few weeks from 6 October, over for the DAS conference. I'll call next week. It would be great to meet while we're over.
Andy
Two offices, three equal directors (James, Katie Wilson, Geoff Frost). The firm gives ten pounds to a local charity for every new client. Fully rebranded online to The Chichester Accountants.
Dear James,
Employer of the Year at the Chichester Chamber awards, a year after Professional Services Business of the Year. The trophy shelf must be getting crowded.
For context, I look after strategic accounts at Rechargly. We help firms manage the software they buy for their clients, where more revenue leaks than anyone expects. A firm that wins awards for customer service won't want to be chasing clients over software fees.
We launched in the UK this year, hence the bottle and a reason to celebrate.
We're in London for a few weeks from 6 October, over for the DAS conference. I'll call next week. It would be great to meet while we're over.
Andy
Blue Spire was in a live onboarding conversation with Rechargly through 2024: James replied in August 2024, the thread ran to October 2024, then went quiet. He's not cold — if he remembers, "we never finished that conversation" is honest and stronger than a fresh pitch. If not him: Kirsty Longland, Head of Accounts.