WE HAVE YOUR SUBMISSION.

A member of the team will be in touch with you via email shortly. We're looking forward to potentially working with you!

Here are some useful links in the meantime:

Our client

onboarding experience.

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We'll be in touch shortly but here’s what to expect...

Day 1

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Discovery Call

  • Book your 'discovery call'
  • We find out about your business
  • We discuss your goals and values
  • We show you how we can help you
  • If we're a fit, we provide a proposal for our services

Month 1

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Groundwork

  • You sign the proposal
  • We complete the necessary admin
  • We contact your previous accountant to transfer required info
  • We notify HMRC that we are your accountants
  • You have a 'welcome call' with one of our senior team

Month 2

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Set-Up

  • You meet your bookkeeper
  • We get your bookkeeping system set-up
  • We begin any backdated work and iron out any historical creases
  • We set expectations on all the key deliverables

Month 3 +

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All Systems Go

  • We handle your ongoing bookkeeping & quarterly VAT returns
  • We send you reminders of upcoming tax and filing deadlines
  • We touch base to support your business

Optional

  • Annual Business Planning
  • Management Reporting
  • Cashflow Forecasting

Day 1

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Discovery Call

  • Book your 'discovery call'
  • We find out about your business
  • We discuss your goals and values
  • We show you how we can help you
  • If we're a fit, we provide a proposal for our services

Week 1-2

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Groundwork

  • You sign the proposal
  • We complete the necessary admin
  • We contact your previous accountant to transfer required info
  • We notify HMRC that we are your accountants
  • You have a 'welcome call' with one of our senior team

Week 2-3

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Set-Up

  • You meet your bookkeeper
  • We get your bookkeeping system set-up
  • We begin any backdated work and iron out any historical creases
  • We set expectations on all the key deliverables

Month 1 +

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All Systems Go

  • We handle your ongoing bookkeeping & quarterly VAT returns
  • We send you reminders of upcoming tax and filing deadlines
  • We touch base to support your business

Optional

  • Annual Business Planning
  • Management Reporting
  • Cashflow Forecasting
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What's it like working with us? Check out our clients' written and video testimonials

Testimonials
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Who we help

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How it works

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Specifics

AccountingBookkeepingUK VATPersonal Tax

Tools

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