How it works, from the first call to every month after
You book a free 30-minute call, get a fixed price in writing and meet the accountant who'll own your file. Then you connect your bank and software, upload documents to a secure portal and we take it from there.
What happens after you call?
Five steps, and only the first three need you. The order is the same for one return or the Complete plan.
Free call
What's going on, in 30 minutes.
Fixed quote
One price and your accountant's name.
Onboarding
Software access and a short document list.
Catch-up
Missing months rebuilt, if needed.
Every month
Books, payroll, filings and reports.
What will we ask you for?
A short checklist in your portal, based on the services you pick. Most people finish it in one sitting. Tick them off here as a dry run.
How do we stay in touch?
Fully online, with the same person every time.
One named accountant
Books, payroll and returns, the same person.
Email, phone or video
Monday to Friday, whatever suits you.
A secure portal
Documents, reports and returns in one place.
Questions in batches
Sent together, not one email a day.
Getting started questions.
Anything else? Ask on the free call.
Book a callFree tools: Tax document checklist, Catch-up checklist, All free resources
Do I need to prepare anything before the first call?
No. Just tell us what's going on. Last year's return helps us quote faster, but it isn't required.
Is the first call really free?
Yes. Thirty minutes, no obligation, and you leave with a clear idea of what the work involves.
Can I switch from my current accountant mid-year?
Yes. We usually pick up at a month end and request your files from the old firm.
What if I stop needing you?
Monthly plans run month to month. If you leave, we hand your books over clean.
Tell us what's messy. We'll tell you what it takes.
Tell us what you need and get a fixed price before any work starts. No pressure and no contract.