Complete our quick questionnaire below, and we will be in touch to book in your free 15-minute telephone consultation. This discovery call allows us to go over your current situation and explore future requirements, and make sure we’re a good fit for each other.
Get unstuck and start creating more flexibility
We’re excited to hear about you
The first thing we need you to do is fill out the questionnaire at the bottom of this page. This helps us understand more about you and the stage your business us in.
Here’s a video from founder and CEO Cheryl to explain the whole process and what to expect
What comes next?
Questionnaire
Proposal Meeting
We’ll book a proposal meeting (on Google Meet) where we can talk, in greater detail, about what isn’t working for you, what you need help with, how we can solve your problems and help you, and even give you some quick wins to take away with you whether you decide to work with us or not – no pressure!
Proposal
We will then produce a proposal in the meeting that you are welcome to sign there and then if you are ready to come onboard with us. Alternatively, a copy can be sent to your inbox whilst you’re still with us for you to read over and make a decision on, at your leisure.
Worried about switching accountants?
We address some of the common fears in this blog.
Quick Questionnaire
Please complete this quick questionnaire, and we will be in touch to book in your free 15-minute telephone consultation. Thank you, the PPF Team x