Frequently asked questions
Practical answers about our services, fees and working process. If your question is not listed, send us an enquiry.
Speak to Our TeamGetting started
Use the contact form, email us, or call when a telephone number is published. We will discuss your requirements, assess what support you need and outline the most suitable services before any formal engagement.
We learn about your circumstances, answer practical questions and explain how we would work with you. There is no accountant, client relationship until an engagement letter has been issued and accepted.
Yes. Where appropriate we can help manage a professional handover, including requesting information from your previous accountant, so the transition is organised.
Both. Some clients need ongoing bookkeeping, payroll and compliance support. Others need help with a specific return, filing or review.
Fees
Fees are agreed in advance based on scope and complexity. We explain what is included so you can make an informed decision.
No. Additional work outside the agreed scope is discussed and agreed before it begins.
Where the work can be clearly defined, we often agree a fixed fee. Request a tailored quotation for your circumstances.
Documents
It depends on the service. Typical items include bank statements, invoices, payroll details, previous returns and identity information required for client due diligence. We provide a clear checklist for your engagement.
We will confirm preferred secure methods during onboarding. Avoid sending sensitive financial documents through unsecured public channels where possible.
Tax and compliance
Yes. Depending on the engagement, we can prepare and support submission of relevant returns such as self assessment, corporation tax, VAT and property tax filings.
We can support clients in responding to HMRC queries, helping present information clearly and accurately. The exact scope is agreed in advance.
Yes. As part of an ongoing engagement we help you stay aware of key filing and payment dates relevant to your affairs.
Communication and security
Usually by email, telephone and scheduled online meetings. We agree preferred contact methods with you.
We treat financial and personal information confidentially and use it to deliver the agreed services and meet legal obligations. See our Privacy Policy for full details.
Yes. Online consultations allow us to support individuals and businesses across the United Kingdom.
Still have questions?
Send a short enquiry and we will help with the next step.
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