You take centre stage, whatever stage you’re at.

How can we help you meet your goals? It’s the first and most important question we ask. Our team do more than simply completing your accounts in a timely manner; we carefully consider where you want to go and identify the best path to get there.

Our on-going advice will help you stay on course. We’re a proactive team, we want the best for our clients, and we always keep one eye on the future so you’re ready to meet challenges, adapt to change, and grasp opportunities when they arise.

For Businesses
Individuals

Our Process

Accountancy with a personal touch

The first step is to get to know you so we fully understand your position. We’ll then make sound recommendations, help you throughout the year, and respond quickly whenever you need us.

You’ll feel completely at ease along the way. Our team will explain everything clearly, and you’ll feel confident that your finances are in the best possible hands.

Initial Contact

  • Email or phone us to discuss your requirements
  • Arrange a free visit to our office or we can set up a video call to discuss in more detail

First Meeting or Video call

  • Tell us about your business
  • Describe your ambitions
  • Discuss any special requirements
  • We’ll explain how we can help and outline potential costs

Proposal

  • We will follow up with a detailed proposal, outlining your requirements and our costs
  • Costs are typically agreed as a fixed annual fee which may be spread by monthly standing order

Acceptance

  • Let us know if you wish to proceed and whether you have further questions
  • If you need to switch, we’ll arrange this with your previous accountants

First Steps

  • We will issue all necessary engagement letters and advise on Anti-Money Laundering (AML) checks
  • We will keep in close contact while everything is set up
  • We will undertake an initial tax planning review

On-going

  • Contact us whenever you need help
  • We will tell you about upcoming opportunities or challenges

Year End

  • Following your year end, we will let you know what we need and by when

Annual catch up

  • Once we have prepared your accounts, come and see us or arrange a video call for an annual review

Phone us on 01892 891902 or contact us to talk about your financial plans

Get in touch ah-arrow-right