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We're on a mission to empower accounting and bookkeeping firms when it comes to sales and profitability, by strengthening connections in their workflows, and with their clients.

The journey so far

All of us are from the founding team of Xavier Analytics. Xavier is a data quality toolkit for accounting and bookkeeping firms that was acquired by Receipt Bank in 2020 and is now known as Dext Precision. After departing Dext at the end of 2022, we've been speaking to a lot of people in the industry and spending a lot of time with the team at accountancy firm FD Works, to dive deep into understanding how to streamline practice operations.

...and we came to a realisation

The proposal should define the scope of all the services an accountancy or bookkeeping firm agrees to perform on behalf of a client. This might sound like common sense, except that right now, from what we have observed, there are several things that are preventing this from reflecting reality:

  • Only a small number of people in the firm are involved in managing proposals - part of a process that is often underinvested in
  • The journey from prospect through to onboarded client involves lots of manual steps
  • Vendor price increases and inflation are eating at profits as proposals are not kept up to date
  • The client and the wider team have little visibility on what work is in scope and what isn’t
  • Managers are unable to tell which client services are profitable and which ones need attention

After really getting to grips with the challenges in this space, it seemed like an area where we could have a really positive impact - so we've set out on a mission to address these challenges!

Meet The Team

Title Underline
Ben Connor

Ben Connor

Lead Developer

Ben is a rare unicorn - a coding whizz who has real world experience of building applications in the accounting technology space, and rapidly iterating on them as our understanding of the needs of our customers evolves. We're excited to have him joining the Socket team in 2024.
James Hulse

James Hulse

Co-Founder / Technical

An experienced accounting tech co-founder and senior full-stack developer, James is Socket's technical architect. He's responsible for keeping Socket fast, up to date, and secure, whilst building out all the new features that delight our customers.
Jonathan Gaunt

Jonathan Gaunt

Co-Founder / Strategy

Jon is well-known in accounting and software circles. As head of progressive Bristol accountancy firm FD Works, Jon is the accounting visionary behind many of Socket's features, and it's goals for the future, ensuring Socket exceeds expectations for our customers and keeps driving the industry forward.
Rich Nicolson

Rich Nicolson

Co-Founder / Operations

Having found his calling solving challenges in the accounting tech space, Rich enjoys managing all aspects of Socket product development, ensuring the app is meeting customer needs, now and in the future. Rich maintains Socket's development roadmap, and gets hands-on with the technology behind it.
To ensure you can start benefitting from Socket quickly and seamlessly, our team is working closely with every practice we onboard. Due to high levels of interest we have introduced a waitlist to ensure a high quality onboarding service.

Intrigued? Join the waitlist.

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