123-456-7890
How can we help?
How do we work?
The first thing that happens when you get in touch with us will be the chance to arrange a 15 minute chat over the telephone, so we can get to know each other better. You can tell me what you want help with. We will then set a time to do a Teams Call online so we can work out together exactly what you want help with and we will take you through our proposal, line by line.
How do we charge?
We have set up our proposals so you can see exactly what you are paying for, service by service. We will work out the number of invoices and transactions that are likely to be processed every month, we will decide if you want management accounts and how these will be presented to you. We will talk about whether you want us to complete your self-assessment or you need help to submit your year end accounts and corporation tax returns to HMRC.
At the end of the proposal, the software will calculate the total monthly fee.
We review our monthly fees every quarter and will arrange to have a chat with you to find out if there is anything else we can do to help your business.
What software do we use?
We use Xero as our accountancy package. We use Dext to collect the paperwork. We have our own document portal for you to check and approve any documents that we submit on your behalf. We use Microsoft 365 behind the scenes.
The software you are most likely to see are:
Accountancy and bookkeeping: Xero
Document Capture: Dext
Payments: Apron
Document sharing: Microsoft Sharepoint
Document sharing and e-signing: BrightManager
Online meetings: Microsoft Teams
We are always looking to use the best software available to provide you with the best experience.
How secure is my financial and personal data?
All the software we use is GDPR compliant and we work hard to keep data protection rules.
What type of businesses do you work with?
We love to work with growing businesses in any industry. Our client base is predominantly service based business with an annual revenue between £100,000 to £2m
Where are you based?
We are based in Kingston, but cover the whole of the UK
Can I visit your office?
Most of our meetings will take place online – as part of our standard packages we are available using WhatsApp, email or over the phone. You can book a chat with us anytime.
Who will be my main point of contact?
Your main contact will be me, Kate Powell.
How often will we have meetings to discuss my finances?
We will have chat and agree this as part of your monthly fee in your proposal. We do have regular monthly meetings with some of our clients.
What are your opening hours?
Our opening hours are 09:30 to 17:30 Monday to Friday. We always let our clients know if we are taking holidays so they have plenty of notice to let us know about anything they want to discuss beforehand.
Can I communicate via Whatsapp with you?
You can! Everyone can chat to us on WhatsApp, email or book a call with us to discuss anything. We aim to reply within one working day unless we are on holiday!
Do you offer training on accounting software?
We offer support to help you can find your way around Xero. We provide how-to guides to help answer your questions. As we are doing the bookkeeping for you, this will be plenty to get you started.
Do I need a bookkeeper and an accountant?
It depends on what type of business you are. We provide a one stop shop service and have accountants that we like working with who we can subcontract out any accountancy work that needs to be done. This creates a seamless experience for you and we will manage your accounts and speak to the accountant on your behalf about any issues. You will meet your accountant and be able to ask them any questions that you have.
I want to change my bookkeeper, is that too much hassle?
If you already have a bookkeeper and want to move over to our services, we will get in touch with your bookkeeper to get professional clearance and find out everything we need to know. We will help you to make sure the process is as seamless as possible.
Can I do my accounts myself?
That is a good question. Doing the bookkeeping and accounts is skilled job and if you are a growing business this is likely to be one of the first functions recommended to outsource, to free up your time and allow you to concentrate on what you do best, knowing that your finances are under control.
Is the accounting software included in the price?
When we complete your proposal, we will have a chat about what you want to do with Xero. We can take on the subscription for you, or you may want to subscribe directly. Either option is fine by us.
What apps do you recommend to keep track of my expenses?
We recommend using Dext
What qualifications do you have?
My bookkeeping qualifications are held by the Institute of Certified Bookkeepers (ICB) and I am fully qualified to offer the bookkeeping services. The accountants that I work with to complete the year end accounts and corporation tax are also fully qualified in their areas of expertise.
What professional body are you supervised by?
I am supervised by the Institute of Certified Bookkeepers (ICB) and also have the necessary Professional Indemnity Insurance.
Can you manage my payroll?
We can manage your payroll as an outsourced service. We have a great payroll bureau working with us to provide an exceptional service.
Do you do VAT returns?
We complete the VAT returns for any client that needs this service.
How do we share information?
We share information either by using our portal Bright Manager or we use Microsoft Sharepoint. Both are GDPR compliant.
What happens if I miss deadlines?
We won’t let you miss deadlines! We have clear key dates that we ask to receive any information we need from you and you won’t want to miss those!
Can you help me save for my VAT and Tax bills?
We can help you put money aside for your tax bills every month. This becomes easy, as your bookkeeping will be up to date, and we will tell you what % you need to save.