Our Approach Our People

Approach

Our approach is all about you. We want to support our clients by using our knowledge and expertise to deliver straight forward and reliable financial advice whether you are in business or an individual.

We do this in four simple steps:

Step 1:  Initial meeting
An initial  meeting, so we can meet and understand what you need from your accountant and let us show you how we can help.

Step 2: No obligation quote
So there are no surprises, we can give you a quotation in advance of any work that we carry out on your behalf

Step 3: The paperwork
If you accept our quote, we will guide you through the official paperwork and manage the handover from your current accountant if you have one, or set up your new company if you need us too.

Step 4:  Working Together
We will advise you on how best we can work together to minimise our costs and maximise your profits.