FAQs

You’ll need to send us: • Invoices and receipts (digital or scanned) • Bank statements (if not linked to your software) • Payroll data if applicable (hours worked, starters/leavers) The more timely and complete your data, the more accurate and useful your reports will be.

We use a secure online portal for document sharing and signing. You'll receive login details during onboarding. This ensures your data is protected and easy to access anytime.

Yes. We manage VAT returns and submit them to HMRC on your behalf. We’ll also run payroll, generate payslips, and file all relevant RTI submissions.

We maintain your digital records within Xero or QuickBooks. However, we recommend keeping a digital or cloud copy of contracts, purchase agreements, and large one-off invoices for reference.

Each quarter, we provide a management report with: • Profit & loss summary • Key income and expense trends • Cash balance snapshot • Commentary on performance These insights help you stay on top of your finances without the jargon.

Respond promptly to data requests, use our reports to inform your decisions, and ask us anything—no question is too small. The more we know about your goals and challenges, the better we can support you.