FAQs
Getting Started
The discovery call is a relaxed, no-pressure conversation. It’s a chance for us to learn about your business, your goals, and what you’re currently finding challenging and for you to see whether we’re the right fit to support you.
There’s no obligation to move forward and no selling on the call. We’ll simply explore whether working together makes sense.
Yes. Your initial discovery call is completely free of charge.
We’ll guide the conversation, but it helps if you have a general idea of:
-Your business structure and turnover
-Average monthly number of transactions
-The accounting, bookkeeping or business challenges you’re facing
-Any systems or software you currently use
Up to 45 minutes, though many calls are shorter. We only use as much time as needed to have a meaningful conversation.
Yes, definitely! We will go through your current business situation and processes with you and help you build a bespoke service package.
Not at all. After the call, we’ll prepare a tailored proposal for you to review in your own time. If you have questions or want to adjust anything, we’ll talk it through together.
Once you’re happy with your proposal and we’ve completed a few simple setup steps, we can usually get started quickly.
The exact timing depends on factors such as the services you need, how up to date your records are, and whether you’re moving from another accountant. We’ll guide you through each step and keep the process smooth and straightforward, so you know exactly what to expect.
Fees & Pricing
Our fees are tailored to your business, because no two businesses operate in exactly the same way.
We offer fixed monthly accounting and bookkeeping packages wherever possible, designed around your needs, goals, and level of support required. Our fees reflect the quality, experience, and proactive support we provide, not just basic compliance.
To create an accurate proposal, we’ll need to understand your business, expectations, and future plans first.
Your quote is based on factors such as:
-Your turnover and business structure
-The number and complexity of transactions
-The level and frequency of support you need
-The systems currently in place
Some specialist or one-off services may be priced separately.
Yes. You’ll receive a clear, no-obligation proposal outlining exactly what’s included before any agreement is signed so there are no surprises.
Working Together
Our goal is to take the financial admin and complexity off your plate while keeping you informed and in control.
You’ll still need to provide certain information or approvals (as required by law), but we’ll guide you clearly and keep things as simple and efficient as possible. You won’t be left guessing what’s needed or why.
That depends on how you like to work. Some clients prefer regular check-ins and ongoing conversations; others are happy with minimal contact unless something needs attention.
We’ll agree on what works best for you. When we’re preparing reports, accounts, or tax returns, we may contact you with questions to keep things moving smoothly.
Absolutely. Businesses evolve, and your accounting and bookkeeping support should evolve with you. You can add services, remove them, or change how they’re delivered as your needs change. We’re happy to review things with you at any time.
Yes. Many clients come to us feeling overwhelmed by paperwork and systems that don’t quite work. We’ll help you simplify processes, introduce smarter digital tools, and create systems that are easier to maintain saving you time and reducing stress.
Systems & Technology
We work exclusively with Xero.
Using one core system allows us to work efficiently, provide better insight, and support you properly. If you’re currently using another system, we can support a smooth transition to Xero.
We’re a fully digital accounting and bookkeeping practice. Records are shared securely using cloud-based tools. We’ll agree on the best and simplest method for your business and help you put an efficient process in place.
Fit & Support
We work best with ambitious business owners who:
-Want to build a business, not just replace employment
-Value clarity, systems, and understanding their numbers
-Are open to working digitally
-Use Xero or are happy to move to Xero
If you’re looking for the cheapest option or purely transactional support, we’re unlikely to be the right fit.
No. While our accountants and bookkeepers are based in Oxford and Wantage, we support clients across the UK through a fully digital accountign and bookkeeping service.
Yes, this is a core part of how we work.
We explain financial information in plain English, so you understand what’s happening in your business, what it means, and what decisions you can confidently make next.
We do both.
Alongside compliance and bookkeeping, we help clients build better systems, gain insight into cash flow and profitability, and make informed decisions as they grow. Our role is to support clarity, confidence, and long-term sustainability.
Interested in working together? Get in touch to arrange a discovery call.
Fees
Each business has different needs and is at a different stage. We are not able to provide one fee that meets needs of all businesses at the same time. We provide high-quality services and our fees are tailored individually. We’re also qualified accountants and bookkeepers and our fees reflect our experitise and the quality of services and input we provide for our clients. In order to provide you with a personalised proposal, we need to gather some information about your business, your needs, goals and expectations. Please contact us to have a friendly chat first.
Our initial discovery call is free of charge.
Our Initial Meeting
During the discovery call we’ll ask you general questions about a type of your business, your needs, current problems or challenges and services you require. To prepare a tailored proposal for you we may also need to know your turnover, average monthly number of transactions, number of bank accounts/credit cards, other systems used in business and types of transactions. Depending on what services you require, we will also ask additional questions, like for example what accounting software you use if any.
We will have a friendly chat about your business needs. This is the time for you to let us know about what you’re looking for and what your challenges are. We will ask you a few questions to better understand your business and your processes. The information we will gather during the meeting is necessary for us to prepare a personalised quote for you.
The discovery call can last up to 45 minutes. We don’t have to use the whole time though. If we discuss everything earlier, the meeting will be shorter.
We tailor our fees to individual needs. We believe there’s no other business that is exactly like yours and that requires exactly the same services. We want you to get the best service for YOU. In order to provide you with a personalised quote and service, we need some details about your business. As an accountancy provider, we have to comply with the Data Protection Act 2018. All information provided by you during the consultation is strictly confidential.
No. The meeting isn’t a sales presentation. We want to find out about your business, so we can tailor our services to your needs. After the meeting, you will receive a personalised quote and you will have time to review it and then let us know whether you want to work with us or not. This will also be the time when we can discuss the quote further and talk about any amendments, e.g. adding extra services, removing some etc.
Yes, definitely! We will go through your current business situation and processes with you and help you build a bespoke service package. We don’t expect you to be an expert in accounting. You have us to help you.
After Initial Meeting
After the initial meeting you will receive a personalised quote from us. At this stage we can still discuss any changes. Once you’re happy with the proposal, we will sign an engagement letter and once that’s done, we will start working together.
We aim to prepare a quote for you within 5 working days from our initial meeting, but it may take longer if we require information from you that couldn’t be provided during the initial meeting and will be provided to us later.
Before we can start working together, we will need to sign an engagement agreement and collect a few documents. If you’re changing accountants, we will also contact your accountant. This is a standard procedure in the accounting industry. When we’ll start working together will mostly depend on how quickly these documents and necessary information can be delivered to us and whether we can perform satisfacory due diligence checks which are a legal requirement. Any queries we may have at this stage, may delay the engagement date.
Working Together
We can provide you with various accounting and bookkeeping services. Unfortunately, we can’t take all your financial responsibilities off your hands. We can only apply our knowledge and the accounting and tax rules to the information provided to us by you or your team. As accounting provider, we also have to follow certain rules and regulations and comply with the UK law. This means we will need information or documents from you. How many things we will need, how many questions we will be asking, how often and how much you will have to be involved will depend. Some factors that affect this can be but are not limited to:
- complexity of your business
- its structure and its size
- volume and nature of its transactions
- whether we are involved in any work on a regular basis or only from time to time
- state of your business records.
You can delegate certain tasks to your team members, but certain legal responsibilities can’t be delegated to others. If you’re not sure what legal responsibilities you have, please talk to our accountant who will be happy to explain them to you.
We are a digital accounting practice and collect paperwork from our clients digitally. The frequency of delivery will depend upon our agreed work schedules e.g., annual, quarterly or monthly. Paperwork can be emailed to us or saved for us in a shared cloud storage. The exact method of delivering your records will be agreed with you. We can also help you improve any processes and think together about the best and most efficient way of doing things.
However, we will require that you provide your records and information as agreed to enable us to carry out our duties and provide high-quality services as your accountants.
During our work together, we will require some records from you. Whether we will need all the records or only some of them will depend on the service and the queries we may have. We will always explain what we need from you and why and we can agree on the best way of delivering these things to us. Whether it’s simply emailing them or using a different digital solution. Please note that if you don’t provide the information we request, we are unable to perform our services under our contract.
Some of our customers like to have regular contact to discuss their accounts and direction of business, and we are happy to agree on regular catchups with you. Other clients prefer minimal contact, we are happy to accommodate either way. When working on your accounts or tax returns, we may contact you more frequently with various queries to allow us to complete the work on time.
Absolutely! Business is never constant and we totally understand this as we also run our own business. We can have a discussion about adding more services, removing some or changing the way they are delivered. Just let us know what you may need and we’ll be happy to discuss changes with you.
We love being efficient and we always look for ways of doing things better but also easier and quicker if possible. If you feel organising your business records is almost all you do in your business and you’re not sure how to tackle this problem, let us know. We’ll be happy to see if we can suggest something better and more efficient for you.
Interested in working together? Get in touch to arrange the initial meeting.
