FAQs

Our first call is simply a relaxed conversation to understand what’s happening in your business. We’ll talk about where you are now, what challenges you’re facing, and what you’d like to achieve. I’ll explain how I work and answer any questions you have. There’s no jargon or pressure – just a chance to see if we’re a good fit.

Ready to book a chat? You can schedule your free discovery call here.

Usually, I’ll ask for:

• The last 12 months of bank statements
• Any existing bookkeeping records (spreadsheets, software, or paper files)
• Details of your bank and credit card accounts
• A little background about when your records were last reconciled or reviewed

I also carry out a simple identity check as part of my professional obligations.