Become a client
Tell us a little about the business and we'll book a 30-minute call. If we can help, you'll have a fixed-fee proposal within two working days.
What the first 90 days look like
A call, then a fixed fee
Thirty minutes to understand your order book, how you get paid and where it hurts. A written fixed-fee proposal within two working days.
- Foundation Score walked through
- Proposal signed online
- ID checks from your phone, two minutes
Your time: about 45 minutes
We take over, quietly
We write to your old accountant for clearance and records. You don't have to have the conversation.
- Xero and job costing set up, feeds connected
- Payroll and CIS taken over before the next run
- HMRC agent authorisation
- Your priorities session booked
Your time: one hour with your implementation accountant
The foundations, behind the walls
A senior chartered accountant rebuilds the numbers on a certified basis while the jobs keep running.
- Last 12 months reconciled
- CIS suffered reconciled and offset against PAYE
- Reverse charge checked on every customer
- Retentions ledger built from your live jobs
Your time: a fortnightly call, questions answered by email
The pack arrives
Your first one-page monthly pack lands within ten working days of month-end, followed by a review call.
- Margin by job vs tender
- 13-week cash forecast
- Tax position and set-aside
- Pre-year-end tax plan if you're within six months
Your time: one hour a month, in the diary
Your long-term team
Handover to your dedicated accountant and bookkeeper, who stay with you. Same pack, same rhythm, every month.
- CIS filed by the 19th, without fail
- Quarterly business review
- Annual tax planning meeting
- Three numbers every Monday
Your time: one hour a month, one morning a quarter
