We Want You to Feel Comfortable
Do you have a feeling of dread knowing you're off to see your accountant? If so, you're not alone.
From not really having any idea what they're talking about, through to the feeling of being judged, it can be a stressful experience.
It doesn't have to be this way.
Imagine actually enjoying catching up with your accountant because they take the time to listen to you, to ask about you and your family, and explain what's going on in your business in language that you understand.
Your accountant is your business partner who goes through the growth of your business with you. It's a relationship, and it's a relationship that is built first, and foremost, on trust.
Let's face it, you're discussing your finances and the effect on you and your family. The only way you can do this is to trust the person you're discussing it with. Your accountant needs the full story, otherwise the advice they give you will be based on incomplete information. That could be disastrous.
So, to begin with, the information that is being relied upon needs to be accurate. This means that the bookkeeping needs to be precise. If you have a great relationship with your current bookkeeper that's great, and we look forward to meeting them. If you don't currently have a bookkeeper, we can assist you with this aspect of the process, as well as the regular advisory and compliance work.
The bookkeeping and compliance work is necessary but the growth of your business will take place when we are working together on a regular basis and providing you with the financial feedback that is necessary in order to take your business to the next level.
What is the Process?
We start with a Discovery Call. This is a 10-minute call to see if we are a fit for each other. If we both agree to move forward, we will then discuss with you your main goals and how we can work together.
We have a choice of plans with known prices. If these plans are not suitable we can work together to develop one that suits your needs.
Once you become a client the process is straightforward. We have automated processes that make things easier for you.
Hi, I'm Mary-Louise.
I'm a qualified accountant with over 30 years of experience in both professional practices and the commercial sector. This has given me both breadth and depth of knowledge and experience.
I am also a trained coach so I understand the personal attributes which are needed in order to succeed in business.
To me, experience, expertise, empathy, relatability, and communication are key values in determining what makes a great accountant.
Numbers are always in my head. I'm one of those people who counts every step they climb and how long it takes for the water to drain from the bath. I'm also a visual person so I "see" numbers.