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From first conversation to fully signed up, here’s exactly what to expect

Switching accountants, or finding one for the first time, can feel like a bigger deal than it needs to be. We’ve built our onboarding process to make it as straightforward as possible.

There are no awkward handovers, no gaps in your compliance, and no moment where you’re left wondering what’s happening. We handle the details so you don’t have to.

Here’s how it works, step by step.

It starts with a conversation, not a commitment

Before we talk about packages or pricing, we have a free, no-obligation chat. This is a chance for us to understand your business properly, and for you to get a feel for how we work.

We’ll ask about where you are now, what’s working, what isn’t, and what you’d like to feel different about the financial side of things. You can ask us anything you like about our process, our pricing, or whether we think we’re a good fit.

If it feels right for both sides, we’ll talk through which package makes sense and what the next steps look like. If it doesn’t, we’ll say so honestly. No awkwardness, no hard sell.

Book a free conversation

Once you’ve decided to join us

Every new client goes through the same onboarding process. It’s not just admin, it’s how we make sure we understand your business properly before we do anything else. Most clients are fully up and running within a few weeks.

Getting everything in order

Before we can begin working together there are a few straightforward checks we need to complete, standard practice for any regulated accountancy firm. We keep this as simple and painless as possible, and we’ll guide you through exactly what’s needed. It usually takes no more than a few minutes of your time.

We handle the switch

If you’re moving from another accountant, we take care of everything. We contact your previous firm, request your records, and make sure nothing falls through the gaps. You don’t need to have any awkward conversations or chase anyone, that’s our job. Most clients tell us this part is far easier than they expected.

Your kick-start session

This is a private, unhurried conversation, just you and your Fresh Clarity contact. No agenda, no paperwork. We want to understand you as a person, not just your business, what you’re trying to build, what keeps you up at night, and what a good outcome actually looks like for you. Everything that follows is shaped by this conversation.

Your business diagnostic

Before we settle into a routine, we do a thorough review of where things actually stand. We look at your financial data, your systems, your compliance position, and how confident you currently feel about your numbers. You get a written report with a clear picture of where you are and what we’re going to focus on first. This becomes the foundation for everything we do together going forward.

After the diagnostic

Once the diagnostic is done, your package is live, your systems are set up, and you know exactly what to expect from us — including who to contact, when to expect to hear from us, and what we’re taking off your plate. From here, we get to work.

Not just at year end, all year round

Once you’re up and running, the relationship looks different from what most people are used to with an accountant. You hear from us before you need to chase. Deadlines are handled before you remember they exist. And when something changes in your business, or in tax legislation, we tell you what it means for you, in plain English, before it becomes a problem.

We reach out, you don’t chase

Proactive updates, regular check-ins, and no radio silence between filing dates. You always know where things stand.

A team who knows your business

You’re not starting from scratch every time you get in touch. We know your business, your goals, and your history, so conversations are useful, not repetitive.

Regular reviews that mean something

Depending on your package, we meet quarterly to look at your numbers together — not to talk at you, but to help you understand what they’re telling you and what to do next.

Plain English, every time

No jargon, no reports that leave you more confused than before. If we can’t explain it clearly, we haven’t understood it well enough ourselves.

Ready to get started?

The first step takes about 15 minutes and costs nothing

Book a free conversation and we’ll talk through your business, answer your questions, and tell you honestly whether we think we’re a good fit. No obligation, no sales pitch.

If you’d rather look at what’s included in each package first, that’s a good place to start too.

Highly Rated Accountant Shropshire

What our clients say

“I liked the informality of the business planning session and how our trusted relationship with Marie gave us the confidence to have an open and honest discussion with each other. The discussion naturally led to the formation of a plan. We recognised opportunities and acknowledged vulnerabilities with plans on how to tackle this...”

AlisonPositive Steps Shropshire Ltd

“...We now have a long term and short term plan in place with goals identified and a clear vision. We came away with renewed enthusiasm and confidence in our abilities and expertise. It helps that Marie knows us and our business and ‘gets’ what we’re about and what we’re trying to achieve.”

AlisonPositive Steps Shropshire Ltd

“Absolutely excellent team of staff. Who have really helped us with company tax and payroll. They have made the whole process very easy and are always happy to help with any questions or problems that have come up. I would happily recommend Fresh Clarity to anybody.”

RussellElizabeth’s Rose Home Care Ltd

“Marie and her team have been a great support, we have recently become an Employee Owned Company and Marie has guided us through and helped us understand the complex issues that arose, we are very grateful for all their hard work.”

Sue PerryWishing Well Home Care Ltd

“I trust Marie and her team implicitly, they give me great confidence that my accounts are in safe hands. Marie always gives sound and sensible advice which is very much appreciated.”

Rachael BirchallHome Instead Shrewsbury, Ludlow & Oswestry

“Amazing company, they work through everything like they are part of your business. Nothing is to much to ask and the team are always on hand for any help or support you may need! Wouldn't go anywhere else!”

Jessica ThomasSparkle & Shine Ltd

“We’ve been working with Fresh Clarity since March / April 2020, and it’s the best decision we’ve made. The staff are so efficient and great at communicating. Nothing is too much trouble. We’d be lost without them. Keep up the fab work!”

Katie DoyleCross Care

“I decided to switch my accountants to fresh Clarity and have been extremely impressed with their professionalism and support. One of the key areas that Fresh Clarity has greatly improved the way my company accounts are processed is the full introduction of apps such as Quickbooks and Dext, Previously it took me 2 days a month to manually process all invoices...now just 2 hours a month!...They have made my life so much easier as a business owner.”

Robert WebbResonate Coaching Ltd

Come and have a conversation with us.

We’d love to hear about your business. What you’re building, where you’re at, and what you’d like to feel different. The first conversation is free, informal, and genuinely useful whether you decide to work with us or not.

Book a conversation