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- How it works
How it works
Less admin. More clarity.
Here’s what happens when you join, what happens each month, and when you’ll talk to a person. Software takes care of the routine admin, and your accountant checks the work and gives you advice.
- Packages from £39 a month
- Bookkeeping included
- Paid monthly by Direct Debit
- Dedicated accountant
- Based in Leeds, working UK-wide
Getting started
From quote to up and running.
If your situation is simple, you can be set up quickly with no long proposal. If it’s more involved, we’ll have a quick chat first.
- 01
Get a clear quote
Answer a few questions and we’ll send your monthly fee and what’s included, in writing.
- 02
Verify & onboard
We do the legal ID checks, send your engagement letter, set up your Direct Debit and get permission to deal with HMRC for you.
- 03
Connect your records
We link your bank and bookkeeping software, and collect your records from your old accountant.
- 04
We run the routine work
We look after your books, filings and deadlines, and you can see how things stand in your portal.
- 05
Human review & advice
A qualified accountant checks the work, answers your questions and tells you when something needs your attention.
Every month
Connect. Automate. Advise.
Your portal shows the things you actually need to know, and nothing more.
- 01
Connect
Link your bank, upload your documents and bring your records into one secure place.
- 02
Automate
Software handles the routine processing, and anything unusual is flagged so we can look at it.
- 03
Advise
Your accountant checks the work and tells you what’s coming up next.
Good morning, Alex
Here’s your accounting overview
Bookkeeping
Up to date ✓
Next filing
VAT · 7 Nov
What’s happening
- Bank feed reviewedCompleted todayDone
- VAT return · Q3Due 7 NovemberIn review
- PayrollNext run 25 OctoberReady
Your portal
Know what’s done. Know what’s next.
01
Clear status
See whether your bookkeeping and filings are done, in plain English.
02
Next deadline
Your most important upcoming date is shown first.
03
Your accountant
Message your accountant directly from the portal.
04
Just what matters
The information you need, without a cluttered dashboard.
Portal views show illustrative example data.
Real accountants. Smarter systems.
Who does what.
Systems handle
Pulling in bank transactions and receipts, sending reminders and sorting routine items.
Your accountant owns
Anything unusual, the final checks, every filing and your advice. Software helps, but a person always checks the work.
Already have an accountant?
Moving to us is straightforward. We contact your old accountant and collect your records.
Ready for accounting that works differently?
Answer a few quick questions and we’ll recommend the right package, with the price in writing.