How It Works
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- How It Works
Choose Your Starting Point
You can begin in one of two ways:
• Book a Starter Review (£79) if you want clarity on structure, tax, bookkeeping or next steps.
• Complete your AML check (£20) if you already know you want ongoing monthly support.
Both options help me understand your situation so I can guide you properly from the very beginning.
Your Clarity Session or Information Review
If you book a Starter Review, we’ll meet for a focused 45-minute session where you can bring any questions or concerns. You’ll leave with clear direction and a simple action plan.
If you complete AML first, I’ll review your information and request anything else needed to prepare your personalised quote.
Your Personalised Quote
Once I understand your business and transaction level, I’ll send you a clear, tailored quote based on the plan that suits your needs best: Lite, Standard or Premium.
Your quote will always include:
• your recommended plan
• your tailored monthly fee
• whether catch-up bookkeeping is needed (only if you’re joining partway through the financial year)
• any optional add-ons you may benefit from
You will always see everything clearly before committing, so you can decide comfortably.
Onboarding
Once you approve your quote and AML is complete, onboarding begins.
This includes:
• setting up or connecting your cloud accounting software
• sending you the links needed for HMRC agent authorisation, so I can act on your behalf
• supporting you with any required registrations, such as Self Assessment, PAYE or VAT (if needed)
• sharing the documents or access I need to begin working smoothly
• walking you through how we will work together
• starting your monthly support
You will always know exactly what to expect at each stage, and I will guide you through every step.