General FAQs
17
Where do you operate?
TBC - We work with clients across the UK.
Will you set up processes which will add value to my business?
Yes, we have a 10 step bookkeeping strategy in place that will help. I can get a member of the team to contact you to discuss this in more detail if you would like? [IF YES, CONTINUE VIA SCRIPT STEPS] [IF THEY ASK WHAT THE 10 STEPS ARE] You can see the ...
Where are you based?
We are based in Leeds and work with clients across the UK.
Do you have any/what are your accreditations?
TBC
Do you offer cloud bookkeeping?
Yes, our cloud-based accounting software enables us to serve clients anywhere in the UK and beyond, providing flexibility and convenience. Would you like me to get a member of the team to contact you to discuss your requirements? [IF YES, CONTINUE VIA S...
Which accounting/bookkeeping software do you work with?
We work with Xero and QuickBooks and have certified Pro Advisors. Can you tell me a little more about your requirements? [VISITOR GIVES DETAILS - CONTINUE VIA SCRIPT STEPS]
How do you communicate with your clients?
We are committed to maintaining open and honest communication channels. We do bi-weekly check in calls, Zoom calls or even meet face to face. We will always keep you updated and in the loop. [PAUSE 10 SECONDS] Would you like me to get a member of the te...
What are your office hours?
TBC - Our office hours are X, but we carry out work 24/7 for our clients, and have advisors who are on-hand to help.
Can you help me migrate data from Excel/other software providers?
TBC
I need a bookkeeper that i can call on at any time. Can you guarantee this?
Yes, we work 24/7 around the clock and have advisors to help. Would you like me to get someone from the team to contact you to discuss your requirements? [IF YES, CONTINUE VIA SCRIPT STEPS]
I'm looking for a job, do you have any opportunities?
TBC
Do you work directly with HMRC for filing?
Yes we do - we can file your accounts with HMRC on your behalf.
Can you access our accounts remotely?
Yes, we have the capability to work remotely, accessing your desktop through your server from our office. Would you like me to get a member of the team to contact you to discuss your requirements in more detail? [IF YES, CONTINUE VIA SCRIPT STEPS]
Do you offer on-site bookkeeping?
Yes, we can visit your office regularly, tailoring our services to your specific needs. Would you like me to get a member of the team to contact you to discuss your requirements? [IF YES, CONTINUE VIA SCRIPT STEPS]
Will you be able to automate my bookkeeping through the use of suitable software?
Yes, we have Xero and QuickBooks certified Pro Advisors. Would you like me to get a member of the team to contact you to discuss your requirements? [IF YES, CONTINUE VIA SCRIPT STEPS]
Do you offer a free consultation?
TBC
Do you have access to VAT or tax experts to assist with more complicated transactions?
Yes, we are currently registered with Tolley (tax intelligence). If you could tell me a little more about your requirements, I can get a member of the team to contact you to discuss in more detail. [VISITOR SHARES REQUIREMENTS] Thanks. If I could take y...