How we charge.

Most accounting fees are a meter that runs while you talk. Ours are a number you agree to before any work starts, written on one page, and reviewed once a year.

That changes how the relationship works. You call when something comes up, because a call does not cost you anything. We think about your file between reports, because thinking is part of the scope, not an extra line. And when the work changes materially, we say so and re-scope it in writing rather than letting the invoice drift.

The first conversation is free.

Thirty minutes with a partner. No fee, no obligation, no soft paywall. We listen, you talk, and we both decide whether we are the right fit. If we are not, we will tell you honestly and point you somewhere that is.

Then a one-page written scope.

What we will do, what is out of scope, and what it costs. Fixed-fee wherever the work allows it, which is almost always. You see the number before you commit to anything.

One more thing about that number. If you receive a proposal from me and find yourself questioning the fee against the value of the work, then I have not done my job properly. Before you engage us, you should understand what we are doing, why it matters and what it costs. If the value is not clear, we need to revisit the explanation, the scope or both, not ask you to take it on faith. Some work is valuable because it makes the records reliable, finds an exposure, or rules out a poor option; the test is whether you can see why, not whether it pays for itself in cash.

Fixed fees, agreed upfront.

Compliance and planning engagements run on a fixed monthly or annual fee based on scope. Advisory runs on a fixed monthly retainer, scoped at engagement and adjusted annually. Structure and setup work is priced as fixed-fee packages by the structure chosen. Personal returns are fixed-price for straightforward PAYG returns and a custom fixed fee where there is complexity. Overdue returns are quoted after the scope call, with staged payments available so the fee is never the reason it stays unresolved.

What is never billed.

A quick question. A phone call to check something before you sign. The “should we do this?” conversation when something material comes up. Thinking. None of these carry a time charge, because the point of a fixed fee is that you use us when you need us. The line sits where the question becomes a piece of work: a new structure to model, a sale to plan, a dispute to run. That is new advice, and it is scoped and agreed in writing before it starts rather than absorbed quietly into the retainer or billed as a surprise.

When the scope changes.

Businesses grow, structures change, a sale appears on the horizon. When the work moves materially beyond the written scope, we tell you before we do it and agree the change in writing. Each engagement is reviewed once a year so the fee tracks the work, not the calendar.

What we do not do.

We do not offer refund-anticipation or fee-from-refund products; they cost more and add a layer we do not think clients need. We do not time-bill, and we do not send invoices you have not seen coming.

This page describes how we engage. The terms of any engagement are set out in a written letter of engagement before work begins. Sending us a message or reading this page does not create a client relationship. Terms of use · Disclaimer