Frequently asked questions

I do. Stuart Wilson, ACMA CGMA. There are no juniors and no call centre. I use software and my own automation for the repetitive matching and categorising, and I check every number myself before it reaches you.

I am a chartered management accountant: a member of CIMA, the Chartered Institute of Management Accountants, since 2013, with the ACMA and CGMA designations. CIMA is a different body from ICAEW, ACCA or ICAS. Management accounting is the side of the profession that deals with monthly numbers, cash flow, forecasting and finance systems, which is the work I do. I am not a registered auditor, so I cannot sign an audit opinion.

The First-Month Promise: if your first month of monthly work does not give you at least one thing you can act on this quarter, I refund that month in full and you keep everything I prepared.

Prices are published and agreed in writing before I start. Monthly bookkeeping starts at £150 a month for sole traders and landlords, and £295 a month for limited companies with management accounts. A bookkeeping clean-up starts at £495. The Finance Systems Audit is £1,995 fixed. A system migration starts at £995 and a dashboard build at £1,495. Prices exclude VAT. See every price.

A fixed-price look at how your finance work actually gets done: how long month-end takes, which spreadsheets the business depends on, what software you pay for and do not use, and whether your accounting system still fits. You get a written report with the fixes in priority order and a recorded walkthrough, with a call if you want one. It is yours to keep whether or not we work together.

Yes, as fixed-price services: VAT returns under Making Tax Digital (£99 a quarter), MTD for Income Tax quarterly updates, Self Assessment (£195), confirmation statements (£149 plus the £50 Companies House fee) and micro-entity year-end accounts (£495). See the limited company prices.

Yes. Earlier in my career I moved fund accounting off spreadsheets and onto the Linedata and Thomson Reuters platforms, and I have done other accounting-software migrations since. I move businesses between Sage, QuickBooks, Xero and FreeAgent, or off spreadsheets, with the history carried across and the balances reconciled to the penny. Migrations start at £995; finance-data migration for an ERP project (ledgers, open items, history) from £2,495.

Yes. I build dashboards in Power BI, Tableau or on the web, fed from your accounting system, as a fixed build from £1,495, then an automated monthly refresh from £95 a month. I have written code since 2018, so I build these myself.

No. I work in Xero, QuickBooks Online, Sage or your spreadsheets as they are. If your current set-up is costing you time, I will tell you and show you what a move would involve before you decide.

Yes. A three-month catch-up is £495, a full year is £995, and longer clean-ups start at £2,495, all fixed in advance. Once the books are current, monthly bookkeeping keeps them that way. How the clean-up works.

No call is needed. Send your details through the five-minute form and I reply by email within one working day with a fixed-price next step.

Yes. I work remotely with sole traders, landlords and limited companies across England, Scotland, Wales and Northern Ireland.

No. You fill in an onboarding form, we deal with each other by email, and when there is something to show you I send a recorded walkthrough you can watch when it suits. If you want a call, ask for one.