Question 1

Where are you based and who do you work with?

Accepted Answer

We're based in Dundee, Scotland and serve clients across the UK — sole traders, limited companies, charities and migrants. Most of our work is delivered remotely, with optional in-person meetings in Scotland.

Question 2

How do I get started?

Accepted Answer

Book a free 15-minute discovery call. We'll listen, see if we're a fit, and send a clear written proposal. No pressure, no jargon.

Question 3

Are you regulated?

Accepted Answer

Yes. Our team includes UK Licenced Accountants with MBAs in Financial Management. We follow AML and GDPR requirements and carry professional indemnity insurance.

Question 4

Can I switch from my current accountant?

Accepted Answer

Absolutely — we handle the entire handover for you. We write to your previous accountant, collect your records, and make the move painless.

Question 5

How much do you charge?

Accepted Answer

Fees depend on your business size and the work involved. After a free 15-minute consultation we'll send you a clear, itemised invoice — no surprises, no hidden costs.

Question 6

Are there long contracts?

Accepted Answer

No long lock-ins. Monthly plans are rolling — you can leave with 30 days' notice. We'd rather you stay because you love the service.

Question 7

Do you charge for quick questions?

Accepted Answer

Quick questions over WhatsApp or email are included in your monthly plan. We don't believe in clock-watching for clients.

Question 8

Do you do AI automation for non-technical businesses?

Accepted Answer

Yes — that's our specialty. We start with what's costing you time (invoicing, admin, reporting) and build practical AI workflows your team can actually run.

Question 9

Can you help with sponsor licence applications?

Accepted Answer

Yes. We assess eligibility, prepare the application, build compliant HR systems and support you through Home Office reviews.

Question 10

Do you train teams in finance and AI?

Accepted Answer

Yes — all programmes are delivered in person across the UK. Live online is available on special request. From the Finance Fluency Corporate Accelerator (Finance for Non-Financial Managers) to hands-on AI workshops. Tailored to your team.

Question 11

Do you work with charities?

Accepted Answer

Yes — we have deep experience with SORP, fund accounting and trustee reporting. We make charity finances clear for the whole board.

Question 12

What software do you use?

Accepted Answer

Mainly Xero, QuickBooks Online and FreeAgent. We'll recommend the best fit for your business and handle setup.

Question 13

Is my data safe?

Accepted Answer

Yes. We're GDPR-compliant, use encrypted cloud systems, and never share your data without permission.

Question 14

What are your hours?

Accepted Answer

Mon–Fri 9am–5pm, Sat 9am–12pm. WhatsApp messages are usually answered the same working day.

Frequently asked questions

Working with us

Fees & contracts

Services

Practical

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