A successful relationship with an accountant rests on shared expectations: the pace of exchanges, how documents are organised, the level of advice you want. This test lets you check that transparently, before spending time with us.
Your answers are neither recorded nor sent: the result is calculated on your device. If you then contact us, they are simply carried over into the form, which you remain free to change.
Frequently asked questions
Why offer a test before contacting you?
Because good support rests on shared expectations. The test tells you in two minutes whether the way we work suits you, and prepares a more useful first conversation. Book an introductory meeting
Is the result final?
No. It gives a first indication. Each situation is then considered personally at the first meeting.
What happens to my result?
It stays on your device. If you choose to contact us, your answers pre-fill the form, so you don’t have to enter them twice.
My accounts are behind: can I still contact you?
Yes. We then start by bringing your accounts up to date at the start of the engagement, provided for together with ongoing follow-up in a single engagement letter. See bringing accounts up to date
Is the first meeting charged?
No. It is a mutual introductory meeting, free and without obligation, to frame your needs: it is not a consultation. Tailored advice is then part of a support proposal.