Your First Meeting

Click here to arrange a meeting or here for a telephone call.

Understanding You

When we have our first meeting we find out:

  • Where you have come from
  • Where you are going
  • How you intend to get there
  • How we can help you to achieve it

Helping You

We will also:

  • Examine your current problems
  • Discuss how we will handle your financial affairs to free you up to do what you do best – run your business properly
  • Complete our 20 point service expectations form which will allow us to provide you with peace of mind
  • Agree our fixed fees
  • Introduce you to the people who will be working for you
  • Document and confirm in writing what we have agreed to do for you
  • Arrange a free tax review
  • Share our own experiences from running our own business ourselves
  • Enjoy a great cup of coffee!

We have been doing what we do best for a long time now. Let us help you to do your best.