Our lovely family of clients is now over 700 small and medium sized businesses. We don’t have a niche, we specialise in working with likeminded business owners who want to receive a wow experience and person centred finances.
Every client we take on receives a free 1:1 hour long training session with your accountant. A chance to embrace the finance side of your business, your opportunity to get your questions answered and be taught how to run your business, like a business!
To become a client, you can either schedule a free 30 minute chat, where we run through your requirements, your business and how we can best help you. From there we will send you a bespoke proposal with information about your accountant and detailed plan of action. Alternatively, if you’re looking for an initial estimate and don’t have time to chat then you can complete the form and receive an estimate by the next day.
We generally suggest booking in a 30min chat as this will allow us to introduce ourselves to you, put together a detailed plan of action and ensure that we have quoted an accurate figure. By using the booking form your estimate we will based on fees of similar clients and you will receive a slightly less personal on-boarding experience.
The more information you’re able to provide us, the better but if you don’t know anything please do just leave it blank!