How we work
A fixed fee, a named accountant and a year that runs to a timetable
You should know what you are paying, who is doing the work and what happens next. That is the whole of it.
Getting started
From first call to fully set up
- Step 01
A twenty minute call
What you do, how the business is structured, what is coming up and what has been frustrating you. No pitch.
- Step 02
A written proposal
A fixed monthly fee with a precise list of what is included and what is not. Nothing hourly, nothing vague.
- Step 03
We handle the switch, free of charge
Professional clearance with your previous accountant, records requested, HMRC agent authorisations set up and everything checked for gaps, all at no cost to you.
- Step 04
Your first month
Software and bank feeds set up, deadlines loaded into our system a month ahead of when they're due, and a call to confirm how we will work together.
Your year with us
Nothing arrives out of the blue, because every deadline sits on a timetable that we manage ahead of time, rather than you.
- Monthly: bookkeeping reconciled, payroll run, questions answered as they arise
- Quarterly: VAT prepared, reviewed with you and filed early
- Two to three months before year end: tax planning meeting with projections
- Within eight weeks of year end: draft accounts and your tax figure
- Well before the deadline: accounts and returns filed, payment reminders issued
- Annually: fee reviewed openly, with any change explained before it applies
What is always included in the fee
Unlimited advice within scope
Phone and email questions about your business are part of the service, not an extra.
A named accountant you actually speak to
One person knows your business and answers when you call, rather than a rotating queue or a general inbox.
Deadline management, ahead of time
We track every date internally a month early and chase you, not the other way round.
A response-time promise
We aim to reply within one working day. If something is urgent, say so and we'll move faster.
HMRC correspondence
As your agent we deal with letters, codes and queries on your behalf.
A second review
Every set of accounts and every return is checked by a second, more senior person before filing.
Questions
Switching and working with us
Switch accountants without the hassle
A 20-minute call, no charge and no obligation. We will look at where you are, what HMRC expects next and what a sensible fixed fee looks like.