How We Work

We understand that every client is different – that’s why our approach is carefully tailored to meet your needs. We’ll build a relationship with you, making sure that we fully understand your business and are always available to answer any questions.

Understanding your businessUnderstanding your business

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Request a quotation

Contact us or call 01732 387059 to request a quotation for our services. We’ll arrange an initial meeting to discuss your requirements, giving you a choice between meeting us face-to-face or over a video call.

Meet with us

We’ll take the time to understand your business, determining which of our services will benefit you, as well as any ad hoc tasks you may require. By learning about your plans for the upcoming year, we’ll be able to build a full picture of your accounting needs.

Review your options

We’ll provide a range of quotations so that you can choose the approach that suits you best. You can ask any questions and decide how you want to proceed as we discuss the different options together during a face-to-face meeting or video call.

Give us the go ahead

Once you’ve decided on the approach you want to take, we’ll provide a dedicated bookkeeper or accountant (depending on your needs) to handle your finances. This ensures you have a clear point of contact who understands your business inside and out.

We’ll take it from here

Whenever work is completed on your accounts it will be checked by your accountant or bookkeeper before being signed off, giving you complete peace of mind. You will then be invoiced on a monthly or, in some cases, annual basis.

Keeping in contact

We understand the importance of clear communication and strong relationships with our clients. You can call, email, or contact us using messages or WhatsApp – whatever suits you best. We provide total support at all times and will always get back to you with an answer to any questions you may have.

Looking after your long-term needs

We arrange follow-up meetings with clients to discuss their annual accounts and offer advice on how to approach the upcoming year. This ensures you have a forecast to work towards and helps us to maintain the growth that your business needs. We care about your continued success.