Your initial consultation is free
How the Initial Meeting Works
Our first meeting takes place either at your premises or somewhere local over a cup of coffee. It’s an opportunity for us to talk through your requirements and for me to gain a clear, genuine understanding of how your business operates.
During the conversation, we’ll discuss how and when you need your bookkeeping completed, the level of support you’re looking for, and the types of reports that would be most useful. Everything is tailored specifically to your business — no generic packages and no one‑size‑fits‑all approach.
After the meeting, you’ll receive a completely obligation‑free quote. If you decide to go ahead, I’ll ask you to read and sign a Letter of Engagement. This straightforward agreement outlines the responsibilities of both parties, including tasks, working hours, fees, and payment terms, ensuring a smooth and transparent working relationship.
There’s no long‑term contract. Instead, support is provided on a simple rolling basis — whether you need a few hours, one day a week, or one day a month. This flexibility helps you manage your budget and gives you the freedom to adjust support as your business evolves.
Work can be carried out at your premises or remotely, depending on what suits you best. Ongoing support is included, whether by phone or email, and I’ll keep you updated on anything relevant to your financial responsibilities — from HMRC deadlines to changes in legislation.
Clear and Transparent Pricing
The price I quote is the price you pay. Everything is agreed upfront and documented in the Letter of Engagement, which we both sign and review anually to ensure it still reflects the level of support you need.
Your quoted price includes the time required for our agreed meetings and the regular communication needed to keep things running smoothly. There are no hidden extras and no unexpected add-ons — just straightforward, transparent pricing that helps you plan with confidence.
Using Accounting Software
There are several reliable software options available for managing your accounts, and the right choice depends on your business and your reporting needs.
If you’re above the VAT threshold, you’ll already be using some form of accounting software. If you’re self‑employed or a landlord and expect to fall under Making Tax Digital for Income Tax, you’ll also need suitable software in place. I currently work with QuickBooks Online and Xero, and I can purchase and set up either of these on your behalf if needed.
Cloud‑based software gives us both secure access to your accounts wherever there’s an internet connection. It also allows us to share documents safely — such as bank statements — which is especially important under GDPR. This reduces the need for constant in‑person meetings and helps us work more efficiently, saving you valuable time.
Regulation, Licensing, and Client Identification
I am fully regulated and licensed by the Institute of Certified Bookkeepers, which means I follow strict professional standards covering anti‑money‑laundering procedures, data protection, and overall conduct. This ensures your financial information is handled responsibly and in line with UK legislation.
As part of these regulations, I’m required to carry out standard identification checks. You’ll need to provide two forms of ID — one with a photograph and one showing your current address. Depending on your business structure, I may also need a copy of your VAT registration certificate and/or your certificate of incorporation.
All documents are stored securely for the duration of our working relationship and for six years after it ends, as required by law. They are only ever accessed for compliance or inspection purposes and are never shared unnecessarily.
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