Frequently Asked Questions

You can schedule a consultation by contacting us via phone, email, or through our website. We offer flexible appointment times to accommodate your schedule. 

During our meeting, we'll discuss your business type, needs, current challenges, and the services you require. To tailor a proposal specifically for you, we'll need information about your turnover, average monthly transactions, and the types of transactions you handle. 

I’m a licensed AAT accountant with an active practising licence and a strong focus on delivering dependable, high-quality service. Alongside my AAT qualifications, I’ve earned additional certifications that reflect my commitment to ongoing professional development and staying current in an ever-evolving field.

My practising licence and certificates are proudly displayed in the office — feel free to take a look when you stop by!

The initial consultation can take up to 45 minutes.

We take the confidentiality of your financial information very seriously. We use secure systems and follow strict protocols to ensure that your data is protected at all times. 

We customise our fees to meet your unique needs because no two businesses are alike. To offer you the best possible service and a personalised quote, we need some details about your business. Rest assured, as an accountancy provider, we comply with the Data Protection Act 2018, and all information you provide during the consultation will be kept strictly confidential. 

The client onboarding process includes collecting your identity documents, proof of address, and completing necessary verification forms. For limited companies, we also require corporate verification and details of all beneficial owners. Additionally, this process involves preparing an engagement letter tailored to your specific needs, registering our firm as your tax agent with HMRC or Companies House, and providing updates on your tax status. 

AML refers to the laws and checks designed to prevent criminal activity by ensuring funds used in financial services come from legitimate sources. As a regulated accountant, I follow strict AML procedures — including identity verification — to help protect both clients and the integrity of the financial system.

These checks are a legal requirement and part of my commitment to providing trustworthy, compliant service. I'm fully supervised by AAT to ensure high professional standards. 

An engagement letter is a formal agreement between you and our firm. It outlines the scope of services we will provide, the terms and conditions of our engagement, and the responsibilities of both parties. This document ensures that both parties have a clear understanding of the expectations and commitments involved. The engagement letter is sent to you once the client onboarding process is complete. 

Of course! We understand that business needs can change over time. If you need to add more services or adjust how they are delivered, just let us know. We're always happy to discuss and accommodate any changes you may require. 

Absolutely! We understand that organizing records can be time-consuming. We're here to help streamline the process and make it easier for you. Just let us know what you need, and we'll be happy to assist. 

To get started, simply book your first consultation. You can do this directly on our website or by calling us at 07979903034. We're here to assist you every step of the way!  

Our fees for services vary depending on the specific services you require. We offer competitive rates and will provide a detailed quote after understanding your needs during the initial consultation. 

Yes, we offer virtual consultations to accommodate clients who prefer remote meetings. This allows us to provide our services to clients regardless of their location. 

We’re happy to offer face-to-face meetings, as we understand that some matters are best discussed in person. Our office in Dawlish is now open, and we’d be delighted to welcome you there by appointment.

If you'd prefer to meet elsewhere or arrange a video call via WhatsApp, we’re more than happy to accommodate that too — just let us know what works best for you, and we’ll make it happen.

The frequency of meetings with your accountant should be tailored to your specific needs. Some clients prefer monthly check-ins to stay on top of their finances, while others find quarterly or annual meetings sufficient. We'll work together to determine the most suitable schedule based on your unique situation and requirements.

We're a client-focused practice offering clear, personalised support designed around your specific goals.

Here’s what makes us different:

- Attention to detail and a proactive approach — we stay one step ahead.

- Multilingual service, so you can speak comfortably in your preferred language.

- Flexible meetings — in person, online, or wherever suits you.

- A friendly, approachable style that makes complex financial matters easier to manage.