How We Work Together
Discovery Call
Initial Meeting
Service Consultation
Seamless Transition
1
Discovery Call
We believe that the foundation of a successful partnership starts with understanding your needs. Our complimentary Discovery Call is designed to do just that. During this call, we’ll take the time to learn about your business, financial goals, and the challenges you face. This allows us to identify how our services can best support your growth.
2
Initial Meeting
Following your Discovery Call, the next step is the Initial Meeting, where we dive deeper into your financial needs. This meeting can be held in person or online, depending on your preference. During this session, we will explore your business in more detail. We aim to fully understand your unique circumstances and tailor our services accordingly.
3
Service Consultation
We will present a detailed proposal outlining the exact services we’ll provide based on your specific needs, as discussed in previous meetings. We will go over how we will work together, including timelines, key milestones, and any ongoing support you may require. Once you’re completely satisfied with the plan, we’ll move forward into a formal agreement, ensuring you feel confident and supported every step of the way.
4
Seamless Transition
From liaising with your previous accountant to transferring essential documents, we handle the entire process on your behalf. You’ll receive regular updates so you’re always informed, but we aim to minimise any disruption to your business. Our goal is to ensure your focus remains on running your business while we seamlessly take over your financial management.
Our Services
Our goal is to simplify your financial management so you can focus on what you do best – growing your business.
Bookkeeping
Our bookkeeping services are designed to ensure that your financial records are meticulously maintained, giving you a clear and accurate picture of your business’s financial health.
Accounting
We combine deep expertise with advanced technology to provide you with accurate, real-time financial insights and proactive support.
Virtual Finance Director
We help SMEs gain strategic financial leadership without the full-time cost. Our VFD services offer expert financial guidance, strategic planning, and performance monitoring tailored to your business needs.
Need Something Else?
We Can Help.
At Progress Accountants, we understand that every business is unique. Our bespoke accounting services are designed to provide you with personalised financial solutions that align with your specific needs and goals.