Frequently Asked Questions
This FAQ is here to give small businesses, founders, and finance leads quick, plain-English answers. If you don’t see your exact scenario, get personalised advice.
DO YOU WORK WITH COMPANIES OUTSIDE LONDON?
Yes. We’re London-based and support clients UK-wide remotely, with on-site visits by arrangement for onboarding or quarterly reviews if required.
How do you price your services?
Most clients choose fixed monthly packages based on transaction volume, complexity, and reporting cadence. One-off tidy-ups and migrations are scoped separately. For a clear quote, please contact us or book a discovery call.
Do you work with companies outside London?
Yes. We’re London-based and support clients UK-wide remotely, with on-site visits by arrangement for onboarding or quarterly reviews.
Which software do you support?
Primarily Xero and QuickBooks, plus common e-commerce integrations (e.g., Shopify, Amazon, eBay). We’ll recommend the simplest stack that suits your business.
Are you regulated / accredited?
[Assumption] We hold an ICB practice licence (ICB Practice Licence Number 24785). Software certifications (Xero) are maintained for team members.
Can you liaise with my existing accountant or take over mid-year?
Yes. We’ll request read-only access or a data export, agree a handover checklist, and run a mid-year reconciliation to start on clean numbers.
What does “monthly bookkeeping” include?
We handle bank feeds, transaction coding, reconciliations, and supplier and customer ledgers. At the end of each month, you get a simple summary showing what changed and why, so you always understand your numbers.
How do you handle receipts and invoices?
You’ll get a shared inbox/app for uploads. We set rules for recurring items and provide a monthly “missing docs” nudge.
Can you fix a messy backlog?
Yes. We scope a one-off tidy-up to get you to a clean starting point, then move to a monthly rhythm.
How do you make VAT painless?
We maintain digital records, run checks before quarter-end, and submit via MTD-compatible software. You’ll get a short explanation of the figures before we file.
Do you advise on VAT schemes?
We’ll highlight scheme options (e.g., Flat Rate, Cash Accounting) and their pros/cons. Complex edge cases may involve a tax specialist partner.
What if I’ve missed a deadline?
We’ll assess exposure, get the records straight, and help you communicate with HMRC to minimise penalties.
What’s in a management pack?
Each pack includes a concise profit & loss, balance sheet, and cash overview, along with 3–5 actionable insights. For e-commerce businesses, we also include SKU and channel margin views, so you can make smarter decisions fast.
How often should I get them?
Monthly is ideal; quarterly at a minimum. We’ll agree a cadence that matches your decisions and board dates.
How do you keep it “plain English”?
We use one-page summaries and avoid jargon, so you can act quickly and brief your team with ease. If you prefer, we’re happy to jump on ad hoc calls to solve issues immediately no waiting months for a review.
What do you need from me?
Clean ledgers, bank statements, payroll and VAT data, and any fixed-asset notes. If bookkeeping is with us, we already have it.
Do you file to HMRC and Companies House?
Yes. We prepare and file on time, with a short summary of what’s filed and why.
Can you coordinate with our auditors?
Yes. We maintain audit-friendly schedules, respond promptly to sample requests, and use our experience working with auditors to prepare in advance for upcoming audits. After each audit, we introduce processes to make the next one smoother and stress-free.
How do you handle marketplace payouts and fees?
We map sales, refunds, fees, and tax per channel, then reconcile to bank. This produces accurate channel and SKU margins.
Do you manage stock/COGS?
We’ll set a simple, reliable method for COGS and inventory valuation and train your team to maintain it.
Can you fix inaccurate marketplace VAT?
We’ll review your channel settings, tax rates, and reports, then correct mappings and advise on any disclosures.
What’s included in a migration?
Chart of accounts design, VAT settings, opening balances, bank feeds, and basic automations. Training is included so the process “sticks”.
How long does setup take?
Simple setups are days, not weeks; complex migrations vary with data quality and app count. We’ll give you a clear timeline up front.
Will you train my team?
Yes. Short, role-based sessions, recorded where possible, plus quick reference notes.
What are your response times?
Business hours support with next-business-day responses; urgent filing deadlines triaged same day.
How do you take over an existing system?
We audit the current setup, fix critical issues, reconcile to a known date, then agree a 90-day stabilisation plan.
How do you handle my data?
We use reputable, UK-appropriate cloud tools and keep access least-privilege. We’ll share our privacy notice and retention approach on request.
Can I request or export my data?
When do we meet?
How do I get started?
Book a discovery call. We’ll review your current setup, agree deliverables, and confirm the first quick wins and deadlines.