Partners · Accountancy & Audit

Partner Triage & Referral Briefing

A safe, confidential escalation point for partners with a live client concern.

FeeFree

Format30-minute call

ResponseWithin 5 working days

OutputFile-ready documentation

Referral fee12% on resulting work

Why this exists

Referrals are risk decisions. When an accountant or auditor introduces external transformation leadership to a client, they expose themselves to reputational risk if the outcome is poor. The client relationship - often built over years - can be damaged by a poorly managed intervention, even if the accountant acted in good faith.

This briefing is designed to lower that risk. It gives partners a confidential, structured, documented triage before anything is introduced to the client. The output protects the partner with file evidence and a clear recommendation on whether to proceed and how.

12% referral fee on any resulting paid engagement

Three protections in one call

Client protection

Confidential triage before any introduction. No pressure to refer if it is not the right move.

Partner protection

File-ready documentation. Written Go/No-Go recommendation. Defensible evidence of due diligence.

Relationship protection

Structured approach designed to support the existing relationship, not displace it.

What it includes

Confidential 30-minute call for accountant or auditor partners
Structured risk clarification for a live client situation
2-page written summary suitable for client file documentation
Clear Go/No-Go recommendation on the right next step
No obligation - designed to protect the partner's client relationship
12% referral fee on any resulting paid engagement

What you receive

Written triage note

2-page structured summary of the client situation and recommended course of action

File-ready documentation

Written output suitable for inclusion in client file as evidence of professional due diligence

Go/No-Go recommendation

Clear recommendation on whether to introduce external support and, if so, what type

Next-step guidance

If proceeding, a clear path from triage to introduction to engagement - managed throughout

Ideal for

Accountants or auditors whose clients are considering ERP replacement, major technology spend, or transformation programmes
Partners with a client showing operational or delivery risk that sits outside the firm's own advisory scope
Practices that need a safe, documented escalation route for complex client situations
Partners who want to act in a client's interest without taking on risk they are not equipped to manage