A clear process from day one
We believe good accounting should feel structured, proactive, and easy to follow.
Our process is designed to give you clarity, confidence, and ongoing support as your business grows.
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A Glimpse into Our Collaboration
Contemplating collaboration with us? Here's a glimpse of what lies ahead.
Day 1: The Introduction
An Informative Encounter
Share insights about yourself, your business, aspirations, and values. We'll provide an overview of our client engagement approach, assessing compatibility and tailoring our services to your specific requirements.
Month 1: The Transition
Seamless Handover
Upon enrollment, we handle all necessary administrative tasks seamlessly. We liaise with your former accountant, setting expectations for compliance work delivery.
Month 2: Commencing Operations
Embarking on Next Phases
We invest time in familiarizing ourselves with your team and business operations. Simultaneously, we update your financial records and commence delivering agreed-upon services. Queries during this stage are warmly welcomed.
Month 3: Strategic Alignment
Mapping Your Business Trajectory
In a comprehensive 4-hour session, we elucidate your vision to formulate a 12-month plan with quarterly milestones. Identification of training and support requisites is also undertaken, with tailored plans for addressing them.
Month 4: Progress Evaluation
Quarterly Assessment
Gather feedback on the initial three months. We explore additional support avenues, such as cash flow forecasting, system assessments, tax planning, or accountability coaching, to enhance your business performance.
Month 9: Performance Check
Pre-Year-End Evaluation
Assess your year-to-date results and tax obligations. Deliberate potential tax-saving strategies where applicable.
A glimpse into our collaboration
01: Discovery Call
Understanding your business and goals
We begin with a friendly conversation to understand your business, challenges, priorities, and long-term goals. This helps us identify how we can support you best.
02: Smooth Onboarding
A stress-free transition
We handle the transition from your previous accountant, set up your systems, and gather the information we need to ensure everything runs smoothly from day one.
03: Financial Clarity
Understanding your numbers properly
We review your finances, systems, and processes to identify opportunities, risks, and areas for improvement, giving you a clearer understanding of your business.
04: Strategy & Business Planning
Building a roadmap for growth
During a dedicated strategy session, we work with you to clarify your vision, set a 12-month business plan, and establish quarterly goals and actions. We also identify any support, systems, or training needed to help you achieve those goals.
05: Ongoing Advisory Support
Regular reviews and proactive guidance
We stay connected throughout the year with regular check-ins, financial insight, and proactive advice to help your business stay on track and continue moving forward.
06: Pre-Year-End Review
Planning ahead before year end
Before your financial year ends, we review your projected results, estimate upcoming tax liabilities, and discuss potential tax-saving opportunities where appropriate.
This helps avoid surprises and allows time for better planning.
07: Review & Refine
Evolving your plan as your business grows
As your business develops, we revisit your goals, refine your strategy, and redefine what success looks like for you. We continue providing guidance, accountability, and support while celebrating your progress along the way.
A Glimpse into Our Collaboration
Contemplating collaboration with us? Here's a glimpse of what lies ahead.
01: Filling in the Details
An Informative Encounter
We start with a friendly chat to understand your business—your goals, challenges, and your “why”. Think of it as the first check-up: we listen carefully before recommending the right treatment for your finances.
02: A Smooth Extraction (of Admin Hassle)
Seamless Handover
We take care of all the admin for you—contacting your old accountant, setting up your accounts, and making sure tax, PAYE, and VAT are all in order. Our goal is a pain-free transition, with no unnecessary pressure.
03: X-Ray of Your Practice
Embarking on Next Phases
We look deeper into your business — your team, customers, suppliers, and costs. By polishing up your accounts and processes, we make sure your numbers are crystal clear.
04: Building a Strong Bite
Mapping Your Business Trajectory
Together, we map out the year ahead. We’ll set quarterly targets, spot opportunities for growth, and plan tax strategies—giving your business something solid to chew on.
05: Routine Check-Up
Quarterly Assessment
Just like with dentistry, regular check-ups matter. We’ll review your progress, make adjustments, and highlight any tax-saving opportunities so your finances stay healthy.
06: Crown Your Year with Confidence
Pre-Year-End Evaluation
As year-end approaches, we’ll review performance, prepare your accounts, and ensure everything is in order. This way, your business ends the year polished and ready to shine.
Leila Naaman-Laurent and Damien Laurent
Leila & Damien De Blinkk
Leila & Damien de blinkk are advertising filmmaker and photographers based in London. They met studying art direction and fine art at the RCA and have been studying together ever since. Maple Wharf services, including bookkeeping, VAT returns, annual accounts, cashflow and business growth.
Co-Founder of Leila & Damien de blinkk, Leila Naaman-Laurent says,
Maple Wharf has given tremendous support to our business. They have helped us implement an efficient and easy to use the system for bookkeeping, accounting, VAT, PAYE, and NEST management.
They have provided us with pertinent advice, tools to forecast for the future, and kept us updated with the latest useful information for conducting our business. Their approach is both highly professional, and friendly. We highly recommend this accountancy firm and its team!
Ready to take control of your finances?
If you want clarity, structure, and a clear plan for your business, the first step is a simple conversation.
Book Discovery CallLatest news from ClearSight
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