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FAQ

FREQUENTLY ASKED QUESTIONS

CLARITY & SUPPORT

Your Questions Answered


1. Getting Started

We provide a bespoke quote based on your business profile — including factors like number of transactions, suppliers, customers, bank accounts, payment cards, locations, sales channels and employees. Once we have this, we’ll issue a no-obligation quote so you can assess fit quickly.

Typically yes — setup usually involves additional work to bring your books up to date. This includes reconciling data, completing gaps in records, aligning your chart of accounts (the classification system for all transactions) to your busienss drivers, setting up rulesets and ensuring integrations run smoothly so that your ongoing bookkeeping is optimised to support you as you scale.

Our office is in London but fully remote, using secure cloud tools like Google Meet and WhatsApp to stay accessible and reduce unnecessary travel. We describe our physical areas as London, South Coast and the Home Counties.

Yes. We favour efficient, direct communication via video calls or WhatsApp — whichever works best for you.

Monday to Friday, 9am to 5pm (UK time).

We value balance but understand urgency — out-of-hours messages via WhatsApp are fine and we’ll respond as soon as possible.

2. Systems & Integration

We primarily use QuickBooks and Xero. Both are cloud-based and fully compatible with our workflows.

Both Quickbooks and Xero include practice management tools that make our business run very efficiently. We have expertise in each demonstrated through their skills certification process. However, the rhythm of data entry and bookkeeping is similar no matter what system you use - so if you do use something else and like our services get in touch so we can review together – with no obligation – we would just need to assess the tech capabilities of your system to understand the potential for automation in inter alia - your bank feed, data entry etc.

Our model is optimised for companies between £0.5m–£7m turnover. Below that, there is likley to be less complexity so DIY or manual bookkeeping may be more cost-effective - particularly if you are bootstrapping; above that, you may be reviewing a different tech stack or reached a threshold where an in-house finance team may cover the rull range of required skills.

It is a guide and we appreciate every business is different so don't let the range dissuade you if you think our services are a good fit for your needs.

3. Services & Support

Yes, including payroll runs, expenses, and integration with time-tracking systems like Paxton.

Yes, we handle workplace pension auto enrolment to keep you compliant with UK regulations.

Yes. We use a structured recovery framework that includes escalation and, where needed, legal enforcement.

We handle filings and preparation, but complex tax strategy should be referred to a specialist advisor. We’re happy to collaborate.

Absolutely. We work in parallel, focusing on day-to-day bookkeeping accuracy while your accountant handles statutory accounts and filings.

4. Client Type & Suitability

Mostly, yes. Our systems are best suited to limited companies due to transaction volume and reporting needs, though we’re open to review other setups.

5. Credentials & Compliance

Mark O’Connor BA FCA is a fellow of the Institute of Chartered Accountants Ireland (CAI). Mark has been the UK territory MD of an FMCG US Corporation managing over 600K sq ft of logistics space, up to 1000 employees in peak and a manufacturing plant in Suffolk. He has also founded several SME businesses in tech, people and services, the last of which he grew from startup to scale to sale in a seven year cycle. Mark also led a change management practice introducing automation and simplified processes across a broad range of organisations including government departments such as the London Olympics and the Pensions Regulator.

Jason Callow ACMA is a member of the Chartered Institute of Management Accountants (CIMA). He is a seasoned CFO with decades of experience in scaling businesses. He brings deep expertise in building best-practice operating models and robust FP&A disciplines that get to the real drivers of performance.

6. Careers & Opportunities

We welcome speculative applications from talented bookkeepers and accountants. Follow our social channels for live openings.

Still have questions? Message us on WhatsApp or email us.