Industry · Accountancy & Audit
See rotations and advisory work before the tender lands.
Audit appointments turn over on rotation cycles that are visible years out, and the advisory revenue inside an existing audit client is often the work nobody has mapped. New Dynamics connects those rotation signals, the finance leaders who own the decision, and the referral network around each account, so the firm is positioned before the invitation to tender is even drafted.
How intelligence travels
- Rotation signal
- Client entity
- Finance decision-makers
- Sector partner· your firm
- Pursuit
A mandatory rotation is attributed to the client entity, the entity to the CFO and audit committee behind it, and the pursuit to the partner best placed to win the appointment.
Where work originates
- Audit rotations
- Public tenders
- Advisory cross-sell
- Referral partners
- Regulatory filings
Who shapes the decision
- CFOs
- Audit committees
- Finance directors
- Company secretaries
- Non-executive chairs
What your firm brings
- Sector specialisms
- Partner relationships
- Advisory track record
- Independence and quality
Which appointments are approaching rotation before anyone runs a process?
Market Radar scores rotation windows, tender notices and regulatory filings against your sectors and the firms you can credibly serve, and explains each score. An audit approaching its rotation cap at a company where a partner already advises on tax reads very differently from a cold public tender, and the scoring says so. The triage queue keeps the near-term windows in front of the people who own them.
Who in the firm already knows this CFO?
Advisory relationships and audit relationships often sit in different silos, so the firm rarely lacks contacts, it lacks a shared picture of them. The coverage matrix shows every key contact across finance and the board, which partner owns each relationship, when it was last active, and the audit committee members nobody has a route to, ranked by influence, with the nearest warm introduction alongside.
| Decision-maker | Owner | Last touch | Best route in |
|---|---|---|---|
| Greg PowellManaging Director | David Okafor | 4w ago | active · 4/5 |
| Rachel StoneChief Finance Officer | no owner | never | via Dr Helen Carr · 5/5 |
| Tomas NowakHead of Acquisitions | no owner | never | via Greg Powell · 3/5 |
Two high-influence contacts, nobody accountable, but each with a colleague two steps away. That list is the month’s BD agenda.
Which pursuits deserve the partner hours?
A competitive audit tender consumes senior time and pulls partners off billable work. Each pursuit records its estimated fee, stage, win probability and qualification, so the bid/no-bid conversation happens on evidence rather than instinct. The pipeline the partners review is weighted, and cross-sell advisory opportunities inside existing audit clients carry their own line rather than hiding inside the relationship.
See how a firm-shaped workspace handles your clients and rotations.
Book a demonstration built around clients, rotations and advisory lines, not sales territories. We will follow one realistic pursuit for your sectors from rotation signal to appointment.