Frequently asked questions

Yes. The initial consultation is free and takes place by phone or video. We use it to understand your situation and the services you need.

If you would like us to act for you afterwards, we send you a quote. There is nothing to pay unless you accept it.

The work varies from one business to the next, so we quote for what you actually need. After your free consultation we send you a quote, and we only start once you have accepted it.

We discuss your business or situation, how your records are kept now and what you need help with, and answer your questions. If we can help, we explain which services apply and follow up with a quote.

Nothing formal. It helps to know which accounting software you use, if any, and to have an approximate figure for your income and a note of any deadlines. Please do not send documents before we have agreed how to share them.

Yes. We work remotely with clients anywhere in the UK. Consultations are by phone or video, and you can message us on WhatsApp.

Consultations are by phone or video, and you can message us on WhatsApp. We agree the best way to stay in touch when we start working together.

Yes. With your permission, we contact your current accountant for the records and information we need to take over the work.

We work with Xero, QuickBooks, Sage and FreeAgent, and with Dext or Hubdoc for capturing receipts. If you already use one of these, tell us which when you get in touch.

If you do not use accounting software yet, we can recommend a package during your consultation.

Our services page lists what we offer. If you need something else, ask us and we will tell you whether we can help.

Yes. Bookkeeping, annual accounts, payroll and our other services do not depend on VAT registration. If you are considering registering, we can review that with you as well.

Once we start working together, we send you a secure way to share your documents.

Please don’t send bank statements, ID or other sensitive documents by email or WhatsApp.

Usually, yes. Most packages let you invite your accountant as a separate user, so you stay in control and can remove access at any time. We never need your own login details.

We only ask for the information we need, and we agree a secure way to share documents rather than using email or WhatsApp. Our privacy policy explains what we collect and why.