How It Works
A Simple, Structured Process
With No Surprises
We believe working with an accountant should be straightforward.
Our process is designed to be clear, efficient and stress-free, whether you’re starting from scratch or switching from another accountant. We explain what’s required, handle the details properly and keep you informed at every stage.
Step 1:
Book a Free 30-Minute Review
The first step is a free, no-obligation call.
During this review we will:
Understand your business or personal tax situation
Discuss what support you need
Answer any initial questions
Explain how our services work
There’s no pressure to proceed - the goal is clarity.
Step 2:
We Review Your Requirements
After the call, we assess:
The type of business or income you have
Your accounting and tax obligations
The level of support required
Any upcoming deadlines
This allows us to recommend the right services or package based on your actual needs — not assumptions.
Step 3:
Clear Proposal & Pricing
You’ll receive a clear proposal outlining:
What services are included
What’s not included
Fixed pricing
How billing works
Everything is explained upfront, so you know exactly what to expect.
Step 4:
We Handle the Setup or Switch
If you decide to proceed, we take care of the next steps.
This includes:
Setting up your accounting systems
Requesting information from your previous accountant (if applicable)
Registering with HMRC where required
Ensuring everything is compliant and correctly structured
Switching accountants is usually simpler than people expect — and we manage the process for you.
Step 5:
Ongoing Support & Reporting
Once you’re onboard, we provide ongoing support based on your chosen service.
This may include:
Regular bookkeeping and reporting
Payroll processing
VAT returns or tax filings
Management accounts and advisory support
We stay in touch, keep your records up to date and make sure deadlines are met.
One-Off Services
How They WorkFor one-off services such as Self-Assessment tax returns or VAT returns:
01. Book a free 30-minute review
02. We confirm the scope and fixed fee
03. Payment is made upfront
04. Work is completed and submitted
05. You receive confirmation and guidance on next steps
This ensures clarity, fairness and timely delivery.
