Frequently Asked Questions.

It's completely hands-off for you. Once you give us the green light, we write to your previous accountant to request your historical professional records (a process called professional clearance). They are legally obligated to hand this over.

Absolutely. We configure the software for your specific business setup and provide a quick onboarding walkthrough so you know exactly how it works.

Yes. QuickBooks uses bank-grade, 128-bit encryption to protect your data. Connecting your bank feed gives us read-only access. We can categorise and analyse your transactions, but we can never move your money or authorise payments.

Our tiered pricing (£700 a year for turnover under £100k, £1,000 a year for £100k–£200k) covers your standard annual statutory accounts and business tax return. Businesses over £200k, or needing extra services such as payroll, VAT or management accounts, receive a tailored quote.

No. Our tiered annual fees cover your standard statutory accounts and business tax returns completely.

We will flag any gaps early. As long as your primary trading occurs through your main business bank account, we can quickly reconstruct your books from those statements.

Yes. Drawing on over 10 years of banking experience, we help prepare funding proposals, cash flow forecasts and budgets so your financial information is presented clearly. Lending decisions always rest with the lender, so we never guarantee an outcome.