Free Consultation (Accounts & Tax)

What the free consultation covers

We’ll focus on what you need to stay compliant and in control, based on your business type and current set-up.

• A quick review of your current bookkeeping and record-keeping process
• What filings apply to you: Self Assessment, Corporation Tax, VAT, payroll and statutory accounts
• Key deadlines and what happens if anything is late or missing
• Common risk areas (VAT treatment, expenses, drawings vs dividends, CIS, IR35 basics where relevant)
• How to keep your numbers up to date using cloud accounting
• Options for ongoing support and what you can keep doing yourself
• Time for your questions, in plain English

Who this consultation is for

This is a good fit if you are a sole trader, freelancer, contractor, or run a limited company and want confidence that everything is being handled correctly. It’s also useful if you are behind on bookkeeping, unsure about VAT or payroll, or want to change accountants without disruption.

How the consultation works

You tell us where you are now and what you want help with. We’ll ask a few focused questions to understand your business activity, current records, and any upcoming deadlines. You’ll come away knowing what needs doing, when it needs doing, and the best order to tackle it.

What happens after the consultation

If you decide you want support, we’ll outline a clear scope of work and the next steps to get you set up smoothly. If you are not ready to proceed, you’ll still leave with practical guidance you can act on straight away.