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Questions? Answered in plain English.
Everything owners usually ask before handing over their books. Still curious? Ask us directly →
Plans are fixed quotes based on transaction volume and accounts — agreed before we start, with no lock-in. Most small businesses land in a predictable monthly range, and our shop also lists fixed-price care plans, templates and courses if you prefer to start small.
Read-only access to your bank feeds and accounting software (or nothing at all — we will set it up), plus last year's return if you have one. Onboarding takes one 20-minute call and about a week of tidy-up behind the scenes.
Yes — most clients arrive mid-year from somewhere else. We review your existing records free, flag anything that needs fixing, and transition without missing a filing or pay run. Your historical data stays intact and yours.
Absolutely. Payroll runs, new-starter setup, filings and year-end summaries are a core service — reconciled to your books every month so payroll and accounts always agree.
All the major platforms — if you already use one, we work inside it; if not, we recommend the simplest fit for your size and set it up for you. Spreadsheets-only businesses are welcome too.
That is our favourite kind of project. Our Books Clean-Up service untangles backlogs of any size into reconciled, review-ready records — fixed quote, no judgment, and a system so it never happens again.
The shop holds fixed-price ways to work with us: care plans, filing reviews, templates and a video course. Add to cart, check out securely, and digital items are delivered straight away while services start with a kickoff call.
Yes. We use read-only bank connections wherever possible, work inside your own accounting software, and never share your data. Everything remains your property — exportable any time you ask.
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