Our approach is built around what you need: efficiency, clarity, and expert advice.
You get predictable timelines, straightforward guidance and a responsive, experienced team that understands you.
Our approach in detail
Set up
Whether you're an established business or a novice we'll take the time to understand your situation and your goals.
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In our kick off meeting we'll confirm the optimal way to track your business finances, check you're utilising applicable tax allowances, and ensure you have clarity on what lies ahead.
Clear, predicatable accounting plan
Following the kick off meeting we'll send you an accounting plan. This'll explain your deadlines, and what you need to do and when.
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You can always access your deadlines through our client portal. Here you can see your reporting and tax payment deadlines, and how much you owe.
Fast, efficient tools
We deploy the market leading tech solutions to help make your life as easy as possible
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QuickBooks Online - our preferred accounting tool. It's easy to use, is AI powered and through application of our Modern Bookkeeping Approach we'll set it up to save you many hours a month through automation
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BrightHR and QuickBooks Payroll - depending on your requirements we'll use one these leading payroll solutions to efficiently run your payroll and send payslips to you and your team
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Our portal - our client portal means you can always access your documents, deadlines and see how much tax you owe
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Syft - if you need advanced analytics or board reporting we can provide you with Syft, the market leading reporting and analysis tool
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Behind the scenes - we're fully cloud based using a range of marketing leading tools to provide you with a seamless and fast service
Real support when you need it
You'll always be working with David or Lucy and one of our highly experienced account leads.
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If you have a question, or need a longer chat just drop us a note, give us a call, or pop by our office in central Cambridge for a coffee.
We pride ourselves on being highly responsive and ensuring you receive high quality advice when you need it.
Insight & advice
We provide advice continually to our clients:
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Management accounts - we'll summarise your finances and highlight any issues in our regular management accounts
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Catch ups & annual reviews - we like to have regular catch ups with all our clients to make sure you're aware of any new tax issues and we're aware of how your circumstances change
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Monthly and Budget updates - our monthly and Budget emailed update
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Social media - short updates on key topics