Our clients choose us carefully,
and we choose our clients carefully.
Here’s what we look for in our clients…
Your business
All our clients:
- are mature business owners of well-established companies
- have annual profits of at least £100k per annum
- are UK-based.
Your records
All our clients:
- use up-to-date cloud accounting software (ideally, Xero)
- keep their records to a high standard
- update their books at least once a month or ideally real-time.
Your willingness
All our clients:
- attend face-to-face meetings (either in person, or by videoconference)
- act on our advice, because it will always be in their best interest
- do things differently if there is a strong business case to do so.
Your values
All our clients:
- conduct their business and personal affairs with honesty, integrity and a social conscience
- act in a professional way, with respect for others
- regard the value received from a service as more important than the price paid.
Our clients work with us
because we offer excellent value,
not the lowest price.
Our services
- We specialize in taxation, succession planning.
- We are Xero accredited and work with Capium, Dext and Fluidly.
- We offer an array of services beneficial to our clients including Fixed Price Agreement and monthly payment plans.
Our fees
All our clients:
- agree a fixed annual fee, which covers everything, including at least two meetings a year
- pay by monthly direct debit.