How I Work

Here's how we usually work together.

Step 1: A short Initial Chat

We start with a brief, no-pressure conversation. This is simply to:

• understand your situation at a high level

• check that I'm the right person to help

• explain how I work

There's no obligation at this stage.

Step 2: A diagnostic Review

Step 3: Clear Options

What I don't do:

Most people contact me because something feels slightly off — or very off — with their bookkeeping or VAT.

My job is to help you understand what’s going on, without judgement, panic, or unnecessary upselling.

If you'd like me to properly assess things, I offer a paid diagnostic review. This allows me to:

• look at your bookkeeping or VAT position in context

• identify risks, errors, or inefficiencies

• understand how tidy (or untidy) things really are

• estimate what it would take to put things right

This is the point where uncertainty turns into clarity.

After the review, I'll explain:

• what's working

• what needs attention

• what can wait

• and what it would realistically take (time and cost) to sort things out

You can then decide whether you'd like help with:

• a one-off tidy-up or fix

• ongoing bookkeeping or VAT support

• or simply taking the information away

  There's no pressure to continue.

• I don't guess prices without seeing the work

• I don't judge messy records

• I don't sell services you don't need

  My aim is to leave you feeling calmer and clearer, whatever you decide.

A little clarity now

can save a lot of stress later.