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. In order to provide you with a personalised quote, we need to gather some information about your business, your needs and expectations. Please contact us to have a friendly chat first.
The initial meeting is free of charge.
Our Initial Meeting
During the meeting 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 quote for you we will also need to know your turnover, average monthly number of transactions 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 meeting 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.
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.
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 48 hours 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.
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.
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.
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.