Ahead of our meeting
Ahead of our meeting
Firstly, thank you so much for booking a meeting to chat about our services, we are SO excited to meet! We know that sometimes, chatting to an accountant can sometimes feel a little bit daunting or overwhelming.
In order to help you feel prepared and comfortable ahead of our meeting, we wanted to let you know what to expect and also give you some really handy resources to answer some pre meeting questions and to give you an understanding of how we can help you!
What to expect
What to expect
During our meeting we’ll have a cuppa and a chat over zoom about you, your business and your goals! You don’t need to prepare anything ahead of our chat, but if you would like to use this as an opportunity to review where you’re at within your business and have a financial MOT, some things you could have a think about are:
- Last financial year’s turnover (total sales)
- This financial year’s turnover
- Last financial year’s profit
- This financial year’s profit
- Your company structure (are you, or would you like to be a sole trader or a limited company?)
- What services would you like us to offer you? We cover everything from fully outsourced finance functions to annual accounts and tax returns
- Are you or would you like to use accounting software?
Frequently asked questions
Frequently asked questions
We have over 800 clients (and counting!) and so we get asked a lot of questions from business owners, like you! We thought it would be super helpful, if ahead of our meeting we ran through the most frequently asked questions we receive and the answers to them. You can click on a question to be taken to our YouTube video to hear Rachel explaining the answer (in plain English, not accountant).