Straight answers to common questions.
A practical guide to how the service works, what information we need and what happens next.
How do I know which services I need?
Start with the work you know you need. We can then identify any connected accounting or tax obligations rather than making you select services you do not understand.
Do you offer fixed fees?
Yes, routine services are normally quoted clearly in advance. Work outside the agreed scope is discussed before additional charges are incurred.
How do I send records?
During the portal transition, records can be supplied through the agreed route. As the secure client portal is introduced, requests will increasingly link clients directly to the exact upload or action required.
What happens if I am late sending information?
The workflow moves from waiting to an active chase so missing information does not simply disappear from view. The earlier records arrive, the more flexibility there is to complete the work before statutory deadlines.
Can you take over from another accountant?
Yes. We can explain the information needed to move the relationship and handle the usual professional clearance process.
Do you support QuickBooks?
Yes. Bookkeeping and VAT workflows can use QuickBooks where it is appropriate for the client.
Do you work only with businesses?
No. We also support individuals, landlords, sole traders and company directors with Self Assessment and related tax work.
How does the referral credit work?
When an existing client makes a successful referral and the referred person becomes a paying client, the referrer receives a credit equal to 10% of one year’s fees.
When an existing client makes a successful referral and the person referred becomes a paying client, the referrer receives a credit equal to 10% of one year’s fees. See how referrals work.
Ready to make the accounting side simpler?
Tell us what you need and we’ll recommend the right support with a clear fee.