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How it works

Simple to start. Clear about who does what.

Every assignment is agreed in writing before work begins: scope, deliverable, deadline, price, and who is responsible for what.

How an assignment works

01

You send the question

A sentence or two. No client identity needed at this stage.

02

We tell you, free, whether there's anything in it

The likely technical position, whether it is worth a fee, and whether you could comfortably run it yourself. Sometimes the answer is: you already know this, go and charge for it.

03

Fixed quote first

If it needs work: scope, deliverable, deadline, price, and who is responsible for what.

04

You choose the model

Behind the scenes, or alongside you.

05

You bill your client

Your fee, your margin, your relationship. The work comes back with the reasoning shown.

  • No subscription
  • No retainer
  • No minimum volume
  • No annual commitment

You pay for the assignments you accept and nothing in between.

We explain the reasoning, not just the answer

Every piece of work comes back with the thinking shown: why the treatment is what it is, which rule drives it, and what to watch for next time.

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Over a few assignments, your practice keeps the knowledge, and you will stop needing us for that particular thing. That is deliberate. We would rather be the firm you call about the next, harder question than the firm you depend on for the same one every year.

Two options. You choose, per assignment.

What your client seesYour practice
Our specialistworks behind you, unseen
Option 1

Behind the scenes

  • Client seesOnly your practice
  • Who leadsYou, start to finish
  • Who signsYou, in your format
  • FeeFixed fee; you set your price
  • Best forTechnical questions and reviews
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Your client sees only your practice. You lead the client, from first question to final invoice. You sign the advice: it is delivered in your format for you to issue. We charge you a fixed fee; you set your price to the client. Best for technical questions, VAT calculations, research, reviews, and written advice you issue in your own name.

What your client seesYour practiceOur specialist
Roles and fees agreed before anyone speaks
Option 2

Alongside you

  • Client seesOur specialist, with you
  • Who leadsYou, as main adviser
  • Who signsAs the engagement letter says
  • FeeAgreed in writing first
  • Best forTransactions and CFO projects
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You remain the main adviser; we handle our part directly. Advice is signed by whichever of us the engagement letter says, agreed before the work starts. Roles and fees are agreed in writing before anyone speaks; any fee-sharing is disclosed to the client in line with professional requirements. Best for transactions, restructurings, CFO projects and anything needing several specialisms at once.

Your client stays your client. In writing.

Five commitments to every practice

This is the first objection, so it belongs here rather than at the bottom of the page. The protection is contractual, not a statement of good intentions.

Our commitmentsIn writing
1.
Non-solicitation and non-circumvention.

Signed before any client information changes hands, covering the client, their group and their directors.

2.
No compliance work, ever.

We do not accept accounts, bookkeeping, payroll or tax return work from a client you introduce, during the assignment or afterwards, unless you specifically ask us to.

3.
White label by default.

Advice is delivered in your format for you to issue. If the client needs to meet us, you are in the room.

4.
Your data stays yours.

Client information is used for that assignment and nothing else. It never goes near a marketing list.

5.
In writing, before any work starts.

All of this is in the agreement you sign, not just on this page. You can read it before you commit to anything.

Common questions

No, and it is a contractual term, not a promise. We do not accept compliance work from introduced clients. The model depends entirely on practices trusting us with the clients they cannot afford to lose.
Never, and not only out of courtesy. If your client loses confidence in you, we lose a referring practice. Behind-the-scenes work stays behind the scenes. Where we do meet your client, we are there as your specialist.
Then ask for one. Short technical questions usually get a straight answer at no cost. We would much rather be the firm you call about small things.
Whichever of us the engagement letter says, agreed before the work starts, never after. White-label work is issued by you; direct engagements by us.
Tax and review work is done or signed off by a Chartered Tax Adviser. Other areas are handled by specialists we've worked with on our own clients, under our terms and insurance. You'll know who is doing your work before it starts, and that person won't change halfway through.
A free technical steer within 1 working day. Reviews usually the same week. Urgent deadlines: tell us up front.
Fixed fee per assignment, quoted before work starts, priced on complexity rather than hours, so you know your margin before you commit to your client. No subscription, no retainer, no minimum volume.
Responsibilities are set out in the engagement letter before work starts, and every assignment is covered by professional indemnity insurance appropriate to the work. Where we engage directly, we take responsibility for our part of the work.

Start with something real

Bring three client situations you referred out or left alone in the last year. We will tell you which were worth a fee, and what that fee should have been. You keep the answer whether or not we ever work together.

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