Skip to content Skip to footer

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 Work

For 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.

What You Can Expect From Us

Clear communication at every stage
Transparent pricing with no hidden fees
Professional, HMRC-compliant work
Realistic timelines and expectations
Support you can rely on

Not Sure What You Need?

Contact Us

2 Allen Road, Rushden, Northamptonshire, NN10 0FT
+44 7917 356748