How are prices calculated?
Prices are calculated according to your turnover, quality of records, number of transactions, and level of support required.
Is there a minimum contract or setup fee?
No - you are free to join and leave any time with no setup or exit fees.
Do you accept sole traders?
We do not work with sole traders unless you plan to incorporate in the near future.
What accounting software is used?
In order to use our services, you must use Xero or want to move to Xero (we can help with systems transfers)
What is included in a strategy session?
We will first carry out a Business Model Canvas session to understand your business and discuss your own goals for the future. Strategy sessions can then be tailored to your requirements. We can focus on raising finance, growth, expansion, improving processes, coaching, strategy etc.
What is a finance function analysis?
We carry out a review of your finance function & IT system and then provide a recommendation on what technology could be introduced to increase profit and save time.
Who is my main point of contact?
You won't deal with junior team members or admin staff. Your main point of contact for queries will be Kevin Steel FCCA who is an experienced entrepreneurial chartered certified accountant.
What is Dext?
Dext is a suite of tools that automate your bookkeeping processes and use AI to analyse your Xero account to spot errors. Dext provides real-time and accurate insights to help you be more productive and more profitable.
What is Fathom?
Fathom combines insightful reporting, fast cash flow forecasting, and actionable financial insights into one refreshingly easy business management solution.