HOW WE WORK

CLEAR, SIMPLE, AND EASY TO FOLLOW

Running a business is already demanding.
Your accounting shouldn’t add to that.
Onboarding can feel like a lot.
And switching accountants isn’t always straightforward.

We get it.
So we keep things clear, structured, and easy to follow.
From your first conversation through to ongoing support,
you’ll always know:
what’s happening
what’s coming next
and what we need from you
No chasing. No confusion. No guesswork.

Let’s get your finances sorted

PRE-SIGN-UP (WHAT TO EXPECT)

Before we even get started, here’s what to expect:

We’re a software-led firm — using tools like Xero and FreeAgent to keep everything organised

We work with sole traders, limited companies, and businesses getting ready to launch

We tailor our support to your business, your industry, and how hands-on you want to be

We’ll ask a few quick questions upfront to recommend the right next step

If we’re not the right fit, we’ll say so — and point you in the right direction

We’ll guide you through everything — no jargon, no judgement

1

Welcome Aboard

You’ve chosen clarity — and we’re ready to get started.

We’ll begin with:

  • A welcome email introducing your main point of contact
  • Your personalised onboarding checklist
  • Access to your secure document portal

To meet HMRC requirements, we take care of the essentials:

  • ID verification (Anti-Money Laundering checks)
  • A short risk assessment
  • Confirmation of your business details

This protects your business and gets everything set up properly from day one.

2

AML & Risk Checks

3

Agent Authorisation & Clearance

We handle the admin to make the transition smooth.

We’ll:

  • Apply for HMRC agent authorisation (so we can act on your behalf)
  • Contact your previous accountant for professional clearance, if needed

You’ll be kept in the loop — no chasing required.

This is where things start to come together.

  • You’ll meet your dedicated point of contact
  • We’ll connect you to the right software
  • Your services, deadlines, and key info will be set up and tracked
4

Getting everything set up

5

5. Software & support

We make sure you actually know how to use your systems.

We’ll offer:

  • A practical walkthrough of your tools (Xero, Dext, Apron, etc.)
  • Clear guidance on how to send documents, track invoices, and access reports
  • Simple guides and walkthroughs if you prefer to manage things yourself

Before everything goes live, we do a final check together.

We’ll run through:

  • How everything is set up
  • The tools you’ll be using
  • Any final questions you have

So we both know everything is clear, working properly, and ready.

6

Pre-Go-Live Check-In

WORKING TOGETHER (ONGOING)

Once you’re set up, we move into a rhythm that works for you.

Service Frequency

  • Weekly — for high-volume or hands-on support
  • Monthly — for bookkeeping, payroll, and management accounts
  • Quarterly — for VAT or lighter-touch support

Communication

We don’t disappear once you’re onboarded.

  • We’ll tell you when work is done
  • We’ll tell you if we need something
  • You’ll get early nudges ahead of deadlines
  • If things go quiet, we’ll check in


We’re proactive — not reactive.

Ongoing Support & Training

  • Need help using your software? Just ask
  • Systems changing? We’ll guide you through it
  • Something unclear? We’ll explain it — properly


No problem is too small.

Ready to get started? Let’s talk.

Meet the Team

We’re a small, straight-talking team who love helping people feel confident about their numbers.

Caroline

Founder & Accountant

Tax-slaying, system-loving, dog-walking finance nerd

Dave

Accountant & Sound Pro

Balancing bands and balance sheets since forever

Emma

Trainee Accountant

Knows Xero better than most humans know their children

Rhiannon

Senior Bookkeeper

Makes sure everything gets logged, reconciled, and ready on time.

READY TO GET STARTED?

You don’t need everything figured out before we speak.

If you’re looking for clear, straightforward support — and want to feel back in control of your numbers — the next step is simple.

We’ll start with a short conversation to understand:

  • where your business is now
  • what’s working (and what isn’t)
  • and what kind of support actually makes sense for you

No pressure. No hard sell. Just a clear next step.

Let’s get your finances sorted

Want financial tips without the faff?

Subscribe for plain-English updates on tax deadlines, finance tools, and things your accountant should be telling you.

Newsletter Form (#4)