Category Archives: Onboarding

Who We Don’t Work With (And Who Might Be a Perfect Fit)

Two young businesswomen talking near the office building, having a small talk during the coffee break outdoors.

We love working with businesses that align with our values and approach. But we also know that not every client is the right fit—and that’s okay! Being upfront about this helps both of us save time and focus on businesses where we can really make a difference. In this post, we’ll share some red flags

Managing client expectations: How long will it take?

people working in an office with computers

We love working with our clients, but let’s be real – nobody enjoys chasing emails about deadlines. So, to keep things running smoothly, here’s a handy guide on when you can expect your accounts, tax returns, payroll, and everything in between to be completed. Key to Timelines ✅ Timelines below are based on receiving all

How we can help you to overcome the fear of switching accountants

You’ve made the decision to switching accountants but are filled with a number of worries about the whole process. Have a read of this article, allow us to (virtually) hold your hand and work through some of your worries. Believe me, after 20 plus years, we’ve seen it, done it and navigated hundreds of new