Frequently Asked Questions

Our team has a variety of experience from trainee all the way up to qualified chartered accountants. We have regular training sessions to keep up to date with all of the taxation and accountancy changes.

We are also experts in cloud accounting and recommending software solutions to help your business succeed.

As much as you need. We are here to support you to business success so if you ever have any questions or concerns then pick up the phone or send us an email and your dedicated accountant will be happy to help.

No, you are free to stay as long or as short as you like. If you decide to leave we don’t charge any exit fees.

This depends on how much data needs to be converted – typically this takes a couple of days to a week to get the information into Xero.

We write to your old accountant on your behalf to explain that you are switching to us and also obtain any records, simple.

Once you sign up on our website, your dedicated accountant will phone you to introduce themselves and explain the next steps on the switchover process.

That’s ok – If you already have Xero, it’s quick and easy to transfer the subscription over to us. Once you sign up we can give you instructions on how to do this.

Whilst you don’t need an accountant until you need to file your annual accounts it’s a good idea to get an accountant on board as soon as possible so you can be getting the right advice and software to enable your business to succeed.

It’s not hard at all. Simply sign up with us and we can contact your old accountant on your behalf to gather records.  Take a look at our on-boarding process.

No, we are cloud accountants which means we work online, you could be based at John O’ Groats and it wouldn’t make any difference to our workflow.

Yes, every client receives their own dedicated accountant who will be working on your records. They will be your first point of contact if you have any questions.

If you have decided you want to leave we work out how much you have paid and compare this to the service which has been provided during the 12 month period. We then either refund you or give you a bill for the difference.

Once your year end has finished we will be in contact to remind you to get all the invoices up to date and in Xero. Once we receive the data we can get the accounts finalised normally within a few weeks.

Yes, not only can you add-on other accounting services such as payroll but we can also build software into your package price as well.  Simply contact us for more information on how to do this.

We work with a number of software providers to give you the best service possible by including various software add-ons in your packages.  A lot of the software we use does not integrate with other accounting software which is why we include Xero in all our accounting packages.

Yes, we offer bespoke business plans, budgeting and tax work which is not included as standard in the monthly charge – simply get in touch and we are able to give you a quote.

Not too worry – we check you’re on the right pricing plan once every 3 months and then advise you of any changes.

We review your package every 3 months to see if you are on the right pricing level.  If the amount of bank transactions changes we will inform you of the change after our 3 month review.  We calculate the amount of transactions by taking a 3 month average.

The packages we provide include ongoing service throughout the year which is why we price this way.  It also ensures that you can manage your cash flow and don’t receive any nasty surprises.

If you want to upgrade or downgrade your package simply let us know.  We can then advise you of the price change.

Payment is monthly via a direct debit on the 15th of each calendar month.