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DISCOVERY CALL

The very first step is your Discovery Call. Learn what to expect and how to book yours below.

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Want to speak to an accountant for free, get 30 minutes of expert advice on accounting.  Not have any questions? If you just want a quote then book a meeting, we can discuss what you need and give you a quote for your services.

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What is your business's entity on official paperwork?
Business model
What type of business do you run?
Platforms
Where does your business sell?
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Our client onboarding experience.

01

Discovery Call

  • Book your ‘discovery call’
  • We find out about your business
  • We discuss your requirements
  • We show you how we can help you
  • If we’re a fit, we provide a proposal for our services
02

Groundwork & Admin

  • After you sign the proposal, we’ll take care of the admin, coordinate with your previous accountant to transfer all necessary information, and inform HMRC that we’re your new accountants.
03

Onboarding & Integration

  • Meet your dedicated accountant as we set up your accounting system and conduct a thorough financial health check.
  • We’ll handle any backdated work, resolve historical issues, and set clear expectations for all key deliverables moving forward.
04

Launch & Support

  • We take care of your accounting compliance while delivering expert advice every step of the way.
  • With regular check-ins and tailored strategies from your dedicated accountant, you’ll have the insights and support you need to grow and thrive.
how it works
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5
Certified Chartered Accountants (500 x 250 px) (1)

Doesn't your company deserve the best?

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