How we work with you
What working with us looks like
Switching accountant or bringing in a finance team can feel like a big step. In practice, most of the work is ours. Here is what to expect, from the first call to a normal month.
Getting started
01
Introductory call. A 30-minute conversation about your business, your plans and what you need from your numbers.
02
Proposal. We recommend the right level of support and send a clear proposal with a fixed monthly price.
03
Onboarding. We complete the identity checks, contact your previous accountant and set up access to Xero, Dext and your bank feeds.
04
Review and set-up. We check the opening position, tidy anything that needs it and agree your reporting calendar and KPIs.
05
First month-end. Your first set of numbers, reviewed with you, so you can see the difference straight away.
Every month
We close the month, reconcile everything and produce your reporting. We review it with you, agree the actions, and handle payroll, VAT and day-to-day questions as they come up.
Who you'll work with
You'll have a named contact in our team, supported by the people who handle your bookkeeping, payroll and compliance. Senior finance input comes from our directors and senior team, so there is always someone who knows your numbers.
The tools we use
We are a Xero Gold Partner. We use Dext for receipts and bills, a shared Slack channel for quick questions, and secure online tools for documents and approvals.
Let's talk about where your business is heading
Book a 30-minute call. We'll ask about your plans, tell you honestly whether we're the right fit, and explain what working together would look like.