What the Consultation Is For
This conversation is designed for business owners who want reassurance around their financial records, or who feel unsure whether their bookkeeping setup is working as it should.
We commonly speak with:
New limited company directors
Small business owners managing records themselves
Businesses using spreadsheets or basic software
Directors unsure whether their records are “good enough”
The aim is to help you understand where you are now, and what support might be useful going forward.
What We Can Cover
During the consultation, we can talk through:
How your bookkeeping is currently handled
What records you’re expected to keep
How often bookkeeping should be reviewed
Common issues we see with incomplete or delayed records
When it makes sense to involve professional support
Where specialist bookkeeping or accounting support is needed, we can introduce you to the right professionals.
How the Consultation Works
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We discuss your business type, activity, and how records are currently maintained.
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You’ll receive clear, straightforward guidance on bookkeeping expectations and common pitfalls.
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If ongoing bookkeeping support would be helpful, we can connect you with a trusted bookkeeping or accounting partner.
There is no obligation to proceed beyond the consultation.
Why Speak to Us
Keeping accurate financial records isn’t just about compliance — it helps you understand profitability, plan ahead, and deal confidently with HMRC if questions arise.
Speaking to someone early can prevent small issues from becoming stressful or costly later.
Book a Consultation
If you’d like to have a conversation about bookkeeping for your business, we’re happy to help.
The consultation is informal, pressure-free, and focused on clarity rather than selling.
Enquire now to arrange a bookkeeping consultation.