Wondering how I can take the stress out of your bookkeeping and taxes? Here's my straightforward process, designed for busy small business owners like you.
You reach out, and I take the time to understand your requirements—whether it's bookkeeping, tax returns, or VAT—so we start on the right foot.
Complete my secure Airtable form embedded on the site, providing the details I need to tailor my services to your business.
I send you my Terms & Conditions, engagement letter for signature via Box Sign, and a clear quotation using Box file sharing for security.
I handle the bookkeeping or tax preparation and send you a draft for review, ensuring everything is accurate and meets your needs.
You review the draft—if there's a query, we loop back to refine it until you're happy; if approved, we move forward.
For tax jobs, I submit your return to HMRC and provide submission receipts for your records, keeping you fully compliant.
I issue a simple invoice with 7-day payment terms, wrapping up the process so you can get back to business.
How long does the process take? Typically 1-2 weeks, depending on your business complexity—but I keep you updated every step.
What if I have questions? I'm here to explain everything simply, no jargon.
Is it secure? Yes, using trusted tools like Box for file sharing and Box Sign for all documents.