Confirmed

Booked. Here is what we will actually cover.

The invitation is in your inbox with a reschedule link. Below is what the thirty minutes looks like, so you can decide before Tuesday whether it is worth your time.

Four minutes: what a plan does that a return cannot

Watch this before we talk and the call starts halfway through rather than at the beginning.

The thirty minutes

First 5
What your business actually does and where your money is currently going. You talk, we listen.
Next 15
We read your last two years back to you. Entity structure, how you are paying yourself, when cash arrives against when it is owed.
Last 10
The two or three decisions in front of you this year where the timing changes the tax, and what each one would take.

The questions we get asked most

Most asked first. Watch the one that is actually your question.

1 2:10

My accountant already does this, doesn't he?

Often true for the filing. The question is whether anyone talks to you between January and April.

2 1:45

Is this a sales call?

Thirty minutes about your numbers. If we would be useful we will say how, and if not we will say that.

3 2:30

Are we too small for this?

It starts paying for itself roughly where your entity structure stops being obvious.

4 3:05

What does advisory actually mean?

Compliance records last year. Advisory changes this one. That is the whole distinction.

5 2:00

Do I have to leave my current accountant?

No. Plenty of clients keep them for the filing and use us for the decisions.

6 2:20

What does it cost?

It scales with complexity, and we put a number on it during the call rather than in a proposal after.

Helpful, not required

Last year's return as a PDF, and a rough revenue figure. If you cannot find either, come anyway. Thirty minutes, by phone.

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