Champagne calls — Matt's thirteen

Wednesday 1 October, 8:00pm to 10:00pm Sydney = 11:00am to 1:00pm London. Bottles and letters landed Monday 28 September.

Every letter promised this call. They all closed on the London trip from 6 October and the DAS conference, and "I'll call next week." The call's one job is the meeting in London.
  1. Ask for the person by name.
  2. "It's Matt Crossley from Rechargly — I sent you a note and a bottle last week."
  3. The letter is printed on each card. Pick up where it left off, don't repeat it.
  4. The ask: twenty minutes while we're over, from 6 October. Lock a day.
  5. If pushed on price: "three to five dollars per client per month, and the accurate number comes from your own bill." Nothing firmer.

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.

1

Arnold Hill & Co

Justin Moore, Partner · London
Xero Gold61 staff, 51 namedFounded 1901, turned 125 in JulyFit 8190-day 90
020 7306 9100
their site, contact page
The firm

London LLP for regulated and entrepreneurial clients, often both. Chairman is Simon Freer; Justin is 25-plus years at the firm. Lynsay Cobley (Practice Manager, compliance side, there since 2014) is the operations name if the conversation passes down.

The letter, as sent

Dear Justin,

Great to see Arnold Hill getting behind women's rugby with Ealing Trailfinders. Last month I sat next to Hollie Davidson at a Randwick semi-final in Sydney. She is the first woman to referee a men's Six Nations match and is hoping for a World Cup next year. Pretty cool.

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 flag clients' risk long before an audit would, and this one tends to sit inside the practice.

We launched in the UK this year, hence the bottle.

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.

Matt

History

Two "Rechargly / Arnold Hill" one-to-ones went 16 and 23 July, no reply on record.

2

Surrey Hills Accountancy

Ben Withinshaw, Founder and Director · Chilworth, Surrey
Xero Platinum15 staffFounded 2020Fit 7190-day 100, the batch's top score
01483 970 410
their site, contact page
The firm

Outsourced finance and accounting practice. Ben is the only leadership title, so he decides. The firm backs Surfers Against Sewage. He's ex-SaaS, so he's seen subscription billing from the vendor's side.

The letter, as sent

Dear Ben,

Sailing in Anglesey is a long way from the Surrey Hills. I crew on an old racing yacht in Sydney's Twilight Summer Series, and we get beaten by cruisers. The crew blames the skipper.

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 seen subscription billing from a SaaS vendor's side; this is the practice's side.

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.

Matt

History

No touch before the letter. The sailing line is genuinely yours — let it run.

3

The MGroup

Richard Clayton, Partner · Oxford
Xero Platinum85 staff7 equal partners, no managing partnerFit 6990-day 70
01865 552 925
their site — Oxford office; Witney office also exists (01993 776 476), his own office isn't labelled on their site
Your letter names Friday 9 October in Oxford. This call locks that visit — confirm the date works before you dial.
The firm

Flat structure, seven equal partners, nobody titled managing partner. Richard became the firm's youngest ever partner in 1984 and is its longest serving. The other path into this firm is Chris Denton, the partner who ran an audit division in Melbourne for seven years then merged his own firm into The MGroup in 2023 — the best Australian connection in the whole batch if Richard passes you sideways. Operations name: John-Paul Cleaver, Practice Manager. Fallback for this call: Ollie Squire.

The letter, as sent

Dear Richard,

A prominent local footballer in your day, and now The MGroup's name is on Oxford City's ground. Beats a season ticket.

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. Developing what the firm offers business owners puts the software you buy for them on your desk.

We launched in the UK this year, hence the bottle. Your bio mentions the very occasional glass of wine, so this should last a while.

We're in London from 6 October, and I'm in Oxford on Friday 9 October. I'll call next week. It would be great to meet while I'm there.

Matt

4

McCabe Ford Williams

Clair Rayner, Senior Partner · Sittingbourne, Kent
Xero Platinum87 staff14 equal partners, 7 officesPractice runs on IRISFit 4790-day 90
01795 479 111
their site — the SITTINGBOURNE office, where she sits. The number previously on record was their Dover office; don't use it
The firm

Kent practice, seven offices, fourteen equal partners with no single head, founded 1930s Maidstone. Clair is a charities specialist with the diploma in charity accounting. The firm has just brought AI tooling into the day-to-day. Operations names if it passes down: Brigette Brown, Practice Manager (runs across all seven offices), or Rob Horne / Ashley Phillips.

The letter, as sent

Dear Clair,

I saw your post on the firm's 90th. Twenty-five of those years are yours, from newly qualified to senior partner. Definitely something to be proud of.

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 just brought AI into the day-to-day; billing clients for their software is the admin that usually gets left behind.

We launched in the UK this year, though ninety years seemed the better reason for a bottle.

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.

Matt

5

Ward Williams

Phil Grainger, Managing Director and Partner · Weybridge, Surrey
Xero Platinum61 staffFit 7390-day 90
01932 830 664
their site, contact page — no number was on our record
The firm

Surrey firm with a separate wealth arm — the wealth arm is not the buyer, stay on the accountancy side. Phil is the sole head of that side, 25 years a partner, has run the firm's own finances since 2000 and owns the technology decisions for firm and clients.

The letter, as sent (Alex wrote this one)

Dear Phil,

Twenty-five years a partner at Ward Williams, now running it and overseeing the tech for the firm and its clients. You'll have seen a lot of solutions for accountants come and go in that time.

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.

We launched in the UK this year, hence the bottle and a reason to celebrate. Given your interest in tech, 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.

Matt

History

"Rechargly / Ward Williams" one-to-ones went 6 and 8 July, no reply on record.

6

We'll Mind Your Own Business

Mark Hopkins, Managing Director · Covent Garden, London
Xero Platinum49 staff (72 on the team page, likely includes client placements)Family-runFit 8090-day 94
020 3848 1800
their site, homepage and team page
The firm

Production accounting for TV and film. Family-run: Mark is sole head, Jacqueline Hopkins is Company Director. The firm turns 20 this October — a live reason to meet while you're over. Phone is the only channel: the email on record belongs to a different person at another company.

The letter, as sent

Dear Mark,

KPMG, then Celador as finance director and chief operating officer, then your own firm. Not many accountants have an IMDb page.

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 built the firm on strong controls, and client software is usually where they quietly stop.

We launched in the UK this year, hence the bottle. One for the wrap party.

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.

Matt

7

THP Chartered Accountants

Mark Boulter, Managing Director · Wanstead head office, group level
Xero Gold58 staff, Essex and Surrey officesRuns FreeAgent, IRIS and XeroFit 48, and the file's own note says it looks better than that
020 8989 5147
their site, contact page — their 0800 number is marketing, use this one
The firm

Multi-office Essex and Surrey practice. Mark runs it day to day, but founder and chairman Adrian Hart holds the ownership stake, so a yes may route through him. The whole team sits the Xero exam and recertifies yearly — clients keep arriving on Xero, which is the letter's own bridge.

The letter, as sent

Dear Mark,

Nine years as honorary treasurer at Chelmsford Rugby Club. I coach my daughter's football team. I didn't realise at kindergarten it was a job for life. She's mid-high school and I'm still coaching.

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 whole team sits the Xero exam and recertifies each year, so clients keep arriving on it, each one another licence to bill 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.

Matt

8

LKA Chartered Accountants

Laura Kenyon, Founder and Managing Director · Thames Ditton, Surrey
Xero Gold21 staffBought The Hughes Consultancy, Richmond, this year
020 3915 8585
their site, contact page; a second direct line ending 8577 sits on her record, unverified
The firm

Surrey and southwest London practice, and the best client fit of its batch — every pricing tier includes software. Laura founded it and decides. Operations names: Joshua Cox (Director of Operations, Accounting and Finance) or Sara Lucioni (Practice Manager). The Richmond acquisition is live integration context, but the letter deliberately led on the certification, not the deal.

The letter, as sent

Dear Laura,

You called the WCorp certification a real personal milestone, and a first for any accountancy practice. I had to look it up. It's an impressive one, and great to see your firm taking the lead on an important issue.

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 already buy the software for every client, so the only question is who bills it 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.

Matt

History

One campaign email in July 2025, no reply. WCorp is a workplace certification for how a company supports women; she thanked its founder, Geeta Sidhu-Robb, in her post.

9

Wem & Co

Alistair Wem, Director and Chartered Accountant · West London
Xero Gold23 staffFamily firm since 1982Fit 6790-day 97
020 8740 6000
their site, contact page
The firm

Chartered accountants and registered auditors, the name over the door since 1982 and still a Wem running it — Alistair is the only Director listed, and Alex Wem (same family) is Office Manager. The firm does app advisory and app training for clients, so the subscriptions conversation is close to home. Whether Alistair founded it is genuinely unknown, which is why the letter asks.

The letter, as sent

Dear Alistair,

I'll admit the name over the door is what got you on my list. Wem & Co since 1982, and I'd like to know whether you hung the sign yourself. I'll ask when I call.

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. When a firm picks its clients' apps and trains them on it, a fair few subscriptions end up on the firm's card.

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.

Matt

The letter promised the sign question. Ask it first — it's the whole opener.
10

DS Burge & Co

Kieran Burge, Partner · Wimbledon
Xero Platinum11 staffName on the door, he and Kate White are the partnersFit 5990-day 97
020 4538 6398
their site, homepage — their number has changed; the one on our record is dead to their site
The firm

Small Wimbledon tax practice, Kieran's name on the door so he decides. The letter is the batch's most personal: his fifteen years as treasurer of East Molesey Cricket Club, where Adam Zampa played.

The letter, as sent (Alex wrote this one)

Dear Kieran,

Fifteen years as treasurer at East Molesey, so thank you for signing off the new ball budget that got Adam Zampa started. Getting Kookaburras imported past the committee can't have been easy.

Nobody sends the treasurer champagne when the player makes it. Here it is, a decade late.

For context, I look after strategic accounts at Rechargly. We help firms manage the software they buy for their clients. You'll have seen firsthand how much revenue leaks out of client Xero subscriptions. That's the problem we solve. We launched in the UK this year, independents and top 100 firms both.

We're at the Digital Accountancy Show on 7 and 8 October. Good to meet there, otherwise I'll call the week after.

Matt

His letter says "I'll call the week after" the show, not this week — so Wednesday's call arrives early. Open softer: did the bottle land, and is he coming to the show on 7 or 8 October? Never email him at the address on record — it belongs to a different person at another firm.
11

Sobell Rhodes

Andrew Rhodes, Managing and joint Senior Partner · Elstree
Xero Gold44 staffInvestors in People PlatinumFit 5990-day 74
020 8429 8800
their site's main switchboard; the number on our record is their secondary Watford line (01923 369 006), keep it as backup
The firm

Elstree and Borehamwood practice. The bottle went to Andrew deliberately — the earlier pick was Lara Franklin, Practice Manager, who is real and on record but not published on their site; she's your operations conversation if Andrew passes it down. Fresh internally: Gareth Lishman was promoted to Tax Compliance Director a few months back. Andrew built a profit scorecard for clients, which the letter's middle plays on.

The letter, as sent

Dear Andrew,

Most accountants list golf or football under interests. Antique accountancy memorabilia makes a refreshing change. I've never met anyone who collects it, and I'd love to learn more.

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 built a profit scorecard for your clients, and client software billing is usually where a firm's own profit quietly leaks.

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.

Matt

On the call

The memorabilia hook works by listening — ask about the collection and let him talk.

12

Sterling Accounting Solutions

Meha Bakhai, Group Chief Financial Officer · Kings Langley, Hertfordshire
Xero Platinum36 staff, six group companiesRuns Dext, QuickBooks and XeroFit 7190-day 80
0333 202 6441
their site, contact page
She is not on the firm's people pages as at 29 September. She may have left, or sit off the published team. First move: "could you put me through to Meha Bakhai" and let reception tell you. If she's gone, ask who took the note addressed to her.
The firm

"Your finance team, on your terms" outsourced model, six companies in the group. The decision sits above her: Will Sterling is CEO, John Sterling founder, Mark Kerrison chairman — William Sterling is the name on record as the decider.

The letter, as sent (Alex wrote this one)

Dear Meha,

I saw your post marking ten years at Sterling. Second employee straight out of university to Group CFO, and the firm from two people to forty-two. That's one hell of a milestone.

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. Six companies usually means six subscription lists and nobody quite owning them.

We launched in the UK this year, hence the bottle and a reason to celebrate. You measured the decade in coffee machines, so here's something that doesn't go in one.

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.

Matt

13

Love Your Accountants

Rob Young, Managing Director · Epsom, Surrey
Xero Platinum14 staffFounded 2008Fit 95, near the top of the whole universe90-day 97
01372 374 143
unverified — held record only; their site can't be machine-read. Thirty seconds on their site before you dial, or let reception confirm
The firm

Cloud-led firm for start-ups and tech clients, founded by Andy Mildner, run by Rob. One of the two best client fits in the entire pool. Rob decides. If not him: Josh Clarke, Chief Operating Officer, runs the day to day. No email exists on record or published — phone is the channel. Rob is ex-PwC and audited wine producers, so he'll judge the bottle.

The letter, as sent

Dear Rob,

Managing director at Love Your Accountants, FD at a clean tech NFP, vice treasurer of an investment club, a 35 under 35 finalist, and a Friday post most weeks. You must be busy, so we'd like to take a headache off your plate.

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. On fixed fees, every client subscription you don't bill back comes straight off the margin.

We launched in the UK this year, hence the bottle.

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.

Matt

After each call: report the outcome and the record gets written up from what you say. Andy's twelve are on his own sheet; Blue Spire is his and isn't a Wednesday call — that bottle ships this week.