Working with Accountants

Together in partnership for your clients

Photo by Martin Sanchez on Unsplash

We work closely with accountants and accountancy firms. Are you or your clients looking for reliable bookkeeping and/or reciprocal recommendations?

Can we help you and your clients with lower level bookkeeping tasks so you can take on more higher fee-earning work?

Build your client relationship all through the year

Many of our clients say they avoid contacting their accountant unless there is a problem yet they find it easy to talk to us.

We nudge them into getting advice from you when they need it: it’s in our interest to get the client the right advice, to keep you in the loop and work well with both of you.

Work to your strengths

We’re not accountants and we aren’t trying to be. If you specialise in financial advice, tax planning and accounting, we can support you.

We keep clients happy by working with the best systems and software (Sage, Xero, Quickbooks and others) for them to manage cashflow.

We keep accountants happy by delivering clean, accurate books ready for you to work with, no matter how and where the client keeps their records.

Happy clients, happy accountants, happy bookkeepers!