Frequently Asked Questions

General
Who do you work with?
We support individuals, sole traders, partnerships, SMEs, startups, and growing companies across various industries including retail, construction, healthcare, and technology.
Are you certified accountants?
Yes, our team includes Chartered Accountants (ICAEW, ACCA) and Chartered Secretaries (CGI UK & Ireland), ensuring expert, regulated advice. We are registered firm with the ICAEW.
Do you offer free consultations?
Absolutely! We offer a no-obligation 30-minute consultation to understand your needs and recommend the right service package.
How can we meet you?
We serve clients across the UK through digital platforms, and also offer in-person meetings by appointment.
Accounting Services
What accounting software do you use?
We are certified partners with Xero, QuickBooks, FreeAgent and Sage, but can also work with other platforms based on your preference.
How often will I receive management accounts?
Typically, we provide monthly or quarterly reports depending on your chosen service package.
Can you help me move to cloud accounting?
Yes, we offer complete cloud migration services and staff training to ensure a smooth transition.
Taxation
Do you prepare and submit Self-Assessment tax returns?
Yes. Whether you’re a director, sole trader, landlord, or investor, we can manage your Self-Assessment filings accurately and on time.
Can you advise on VAT registration?
Of course. We help you decide whether to register, manage the process, and prepare your VAT returns (MTD-compliant).
What happens if I miss a tax deadline?
We work proactively to avoid missed deadlines. If penalties occur, we’ll guide you through appeals and mitigation where possible.
Payroll & CIS
Can you manage my company's payroll?
Yes, we handle everything from payslips and RTI submissions to pension auto-enrolment compliance.
Do you offer Construction Industry Scheme (CIS) services?
Yes, we process CIS returns for contractors and verify subcontractors with HMRC on your behalf.
Company Secretarial Services
Do you help with company formations?
Yes, we offer complete incorporation services, including advice on structure, shareholder agreements, and initial compliance setup.
Can you maintain my company's statutory registers?
Yes. We ensure your company registers are accurate, compliant, and updated regularly as part of our secretarial support.
Can you help close my company or make it dormant?
Yes! We manage voluntary strike-offs, dormant company accounts, and necessary final filings with HMRC and Companies House.
Fees & Payments
How do you charge for services?
We offer fixed monthly fee packages tailored to your needs, so there are no surprise costs. Bespoke services are priced individually.
Do you offer flexible payment options?
Yes, monthly direct debits or bank transfers are available for all ongoing services.
Getting Started
How do I become a client?
Simply contact us for a free consultation. We’ll understand your requirements, propose a service plan, and set up onboarding documents digitally.
What documents do you need to start?
We require proof of ID, proof of address, and information about your business or personal tax situation to comply with UK regulations.
Support
How can I contact you if I have a query?
You can email us, call us, or send a message through your secure client portal. We aim to respond to all queries within 24 hours.
Will I have a dedicated accountant?
Yes, you’ll have a dedicated relationship manager and accountant, ensuring continuity and personalized service.
Do you offer advice beyond accounting?
Absolutely. We offer financial planning, business structuring, grant advisory, and Virtual FD services to support broader business decisions.
Contact us
Book your free consultation today — let’s discuss how we can help you achieve financial clarity and success.
