How it works

What happens, step by step

You will always know what stage you are at and what comes next.

Business planning and funding

  1. Initial enquiry

    You tell us about your idea using the enquiry form.

  2. Discovery consultation

    We talk through your plans, where you are now and what help you need.

  3. Written scope and quotation

    We send you a clear description of the work, what you will receive and the price.

  4. Client acceptance and engagement

    If you are happy, you accept the quotation and we agree a start date.

  5. Business assessment and financial preparation

    We review your idea and work through your costs, prices and forecasts with you.

  6. Business plan and funding documents

    We prepare your business plan and the documents a lender is likely to ask for.

  7. Lender selection and application

    For limited companies, we recommend suitable lenders and act as your agent through the application. Sole traders and partnerships submit their own application for now, using the documents we have prepared together.

  8. Lender questions and follow-up within the agreed scope

    We help you respond to the lender's questions, within the agreed scope.

  9. Outcome and next steps

    Whatever the outcome, we talk through what it means and what you could do next.

How long does it take? It depends on your circumstances and how quickly you can provide information. We give you a realistic estimate in your quotation. We cannot promise when, or whether, a lender will make a decision.

Bookkeeping, accounts and tax

  1. Initial conversation

    We discuss your business, your records and your deadlines.

  2. Engagement letter and quote

    We confirm the work, the timetable and the fee in writing.

  3. Your records

    You send your information using a secure method we agree.

  4. Preparation and review

    We prepare the work and go through it with you.

  5. Your approval and submission

    We submit returns and accounts only once you have approved them.

Let's talk about your business

Tell us where you are and what you need. We will reply to arrange an initial conversation, with no obligation to go ahead.