How we work
No mystery about what happens next.
From the first phone call to your first year end, here is exactly what working with us involves.
01·The process
Five steps, start to finish.
- 01
A call, not a pitch
Twenty minutes on the phone. You describe the business and what isn't working; we tell you what we'd do about it. If your current arrangement is fine, we'll say so.
- 02
A written quote
A fixed fee for a defined scope, in writing, before anything starts. You'll know exactly what's covered and what would be charged separately.
- 03
We handle the switch
If you're leaving another accountant, we write for professional clearance and request your records. You don't need to make the call. There's no charge for the changeover.
- 04
Onboarding
We get you into Xero or QuickBooks, connect the bank feeds, register the authorities we need at HMRC, and bring the records up to date so we're starting from something accurate.
- 05
The working year
Records maintained continuously. Deadlines tracked in advance. A pre-year-end review while there's still time to act on it. Questions answered when you ask them rather than at the next meeting.
02·What you can expect
The things worth putting in writing.
- Response time
- Every email answered by the end of the next working day, usually sooner.
- Who you speak to
- The same person throughout. No call queue, no account transfers.
- Software
- Xero or QuickBooks, in your name. If you leave, the records leave with you.
- Billing
- A fixed fee agreed up front. Questions and calls are included in it.
- Deadlines
- Tracked in advance and chased from our end. You'll hear from us before you're late.
- Leaving
- No notice period and no exit fee. We'll hand everything over promptly and politely.
03·Thinking of switching?
It's less awkward than you think.
Most people stay with an accountant they've outgrown because leaving feels like a confrontation. It isn't. Changing accountants is routine, and the profession has a standard process for it.
You tell your current accountant you're moving — one line by email is enough. We write to them for professional clearance and request your records. They're expected to release them. You do nothing else.
You can switch at any point in the year, though just after a year end is tidiest. If you're mid-year, we'll tell you honestly whether it's worth waiting. Call us on 01923 000 000 and we'll talk it through.
Start here
Twenty minutes will tell you a lot.
No obligation and nothing to prepare. Tell us where things stand and we'll tell you what we'd do — and what it would cost.