We are always excited when new clients come onboard as we know we’ll make a positive impact on your business

Thrive online with us

Are you:

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looking to set up a new limited company – either as a new business or changing from a sole trader to a limited company?
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already in an existing limited company?
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wanting a better life for you, your business and your family?
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searching for an accountant who does more than simply tick a box?
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needing professional support at every step of your journey?

Are you a Sole Trader, or Quickbooks/Sage user?
If so, we don’t do Sole Trader Tax Returns or Quickbooks/Sage – but we can recommend some fabulous ladies who do!

What to expect

Our procedure for prospects is very simple and here’s how it works:

Tell us

Complete our quick questionnaire below; at the end there is a link to click on to book a free 15-minute telephone consultation. This discovery call allows us to go over your current situation and explore future requirements.

Improvements

We’ll book a proposal meeting (either Zoom call or in person) 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.

Work with us

Once you’ve signed the proposal, we will then start getting you set up with our systems and start our onboarding process to ensure alll the foundations are set up and we can help you build the business of your dreams

Changing accountants

One problem we often come up against is the fact that prospective clients think it will be a nightmare to change accountants – this is simply not the case. It’s not as difficult as some accountants make it out to be!

In an ideal world, the best time to switch would be at year end. This is a nice clear break and will give a defined cut off/start point for the old and new accountant.

However, we understand this isn’t always possible anytime that suits you is fine with us and we will always look to work with your previous accountant to ensure a smooth handover.

We will obtain as many of your references and year-to-date information as we possible can form your previous accountant to make it a simple and stress-free process.

Start now!

Simply, complete this quick questionnaire and once submitted there will be a link to arrange a 15 minute discovery call.

Quick Questionnaire

Interested in working with us? We’d love to explore this. Please complete this quick questionnaire, and on submission there will be a link where you can book a 15 minute discovery call. Thank you, the PPF Team x

We're with you every step of the way, but first we need to understand today

Take our 2 minute diagnostic and identify which stage you’re at.