onboarding

Let's teach you how to make it easy

You won't do it if you don't know it

We do the heavy lifting, then it's over to teaching you what's important. Everything we do keeps The Tax Man at bay.

Kick things off
Tax Saved
Time Gained
Admin Handled

long-term resilience begins with starting strong

We lead, you follow

Onboarding is more than admin tasks. You learn what's important and why. We make changes to keep more in your pocket and the Tax Man off your doorstep.

the "boring" call

One call that removes the guesswork

Proactiveness kick-started

Our only call where you won't learning anything. You get setup with us and we learn about you. We take over admin stresses from you.

Kick things off
More about the business

Discovering differences between how each creative business operates allows us to focus on what will benefit you most.

Personal circumstances

Understanding your personal affairs enables us to provide tailored advice. No generic tax tips, just what is best for you.

Software Set-ups

We set you up on any we'll be software using. FreeAgent or Xero, Dropbox and our creative community in Slack.

Previous Accountant

We reach out to your current accountant to collect everything we need to take over. You're not involved.

Tax Registrations

We handle any tax registrations and authorisations, ensuring things are set up correctly, and we're set up tax efficiently.

Time to learn

We teach you what you need to know

It's easy when you're told what to do

Accountancy and taxes are only overwhelming when you don't know if you're on the right path. We break everything crucial down into digestible topics.

Kick things off
Software Call

We run through the accountancy software to show you how it works, what's important and the benefit of certain sections. You'll use it like us, increasing accuracy and reducing the time you spend on it.

Tax Planning

We suggest adjustments that keeps as much of your money in your pocket. We also ensure good tax habits are in place to prevent any surprise tax bills. You shouldn't be giving the Tax Man money, unnecessarily.

Expenses

Expenses are essential in tax efficiency, so they deserve their own conversation. What can you claim, what quirks exist and what's relevant to just you? More expenses means less profit, resulting in less tax.

How you're finding it?

We find out whether there's anything tripping you up, so we resolve them early. It's also a good time to find out what you think of us, too, so we can continue to make ourselves better.