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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.

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.

  1. 01

    Get a clear quote

    Answer a few questions and we’ll send your monthly fee and what’s included, in writing.

  2. 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.

  3. 03

    Connect your records

    We link your bank and bookkeeping software, and collect your records from your old accountant.

  4. 04

    We run the routine work

    We look after your books, filings and deadlines, and you can see how things stand in your portal.

  5. 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.

  1. 01

    Connect

    Link your bank, upload your documents and bring your records into one secure place.

  2. 02

    Automate

    Software handles the routine processing, and anything unusual is flagged so we can look at it.

  3. 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
Sarah, your accountantYour VAT return is ready for review.1
Interactive example with made-up data.

Your portal

Know what’s done. Know what’s next.

  1. 01

    Clear status

    See whether your bookkeeping and filings are done, in plain English.

  2. 02

    Next deadline

    Your most important upcoming date is shown first.

  3. 03

    Your accountant

    Message your accountant directly from the portal.

  4. 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.

How switching works

Ready for accounting that works differently?

Answer a few quick questions and we’ll recommend the right package, with the price in writing.