Getting started (free review & consultation)

A straightforward starting point for new clients. We review where you are now, clarify what needs attention, and set out the next steps so you can move forward with confidence.

More information

This category is designed to make switching or getting organised feel simple. We take an informed look at your current bookkeeping and reporting position, highlight any gaps or risks, and explain what they mean in plain English. You leave with a clear picture of priorities, realistic timelines, and a practical plan for staying compliant and better informed through the year. There is no pressure and no jargon, just a structured conversation focused on making your finances easier to manage.

Person reviewing financial documents at a desk in a neutral home office setting.
A person at a desk reviewing business documents and a checklist, reflecting preparation for accounting tasks.Person at desk with laptop and simple icons representing VAT setup elements in a neutral office scene.

Frequently Asked Questions

What can I expect from a getting started review and consultation?
We focus on understanding your current position and what you want from your accountant. You will get clear guidance on priorities, any compliance risks to address, and the most sensible next steps. The aim is to leave you with clarity and a plan, not more paperwork.
Who is this category best suited for?
It suits sole traders, freelancers, contractors, and owner-managed limited companies who want a clear view of where they stand. It is also useful if you are changing accountant, have outgrown spreadsheets, or want more proactive financial oversight. If you are time-poor but want to stay compliant, it is a good fit.
What should I prepare before the consultation?
Bring or share whatever you already have, even if it is incomplete. Useful items include recent bank statements, basic income and cost records, and any recent correspondence about filings or deadlines. If you are unsure, we will tell you what matters most after an initial look.
Is the review and consultation really free and obligation-free?
Yes. It is designed as a no-pressure way to check your position and understand your options. If you decide to move forward, the next steps are agreed only when you are comfortable with the plan and expectations.
What happens after the consultation?
You will know what needs doing next, why it matters, and the order to tackle it in. If you choose to proceed, we agree a practical timetable and how information will be gathered and kept up to date going forward. The goal is a smooth start and fewer surprises later.