What to Expect from Your First Meeting with an Accountant
Meeting with an accountant for the first time can feel daunting. What will they ask? What do you need to bring? Will they judge your finances? The good news is, a great accountant makes this process simple and stress-free.
At Blue Rocket Accounting, we’re here to guide you, not criticise. Whether you’re organised or overwhelmed, we’ll help you take control of your finances and plan for success.
A Quick 10-Minute Call
Before booking your first full meeting, we suggest a short 10-minute call. This helps us understand your business at a high level and see if we’re the right fit for each other. Some accountants don’t work with certain industries, and some business owners prefer a particular approach. If it feels like a good match, we can then book your full meeting!
Flexible Meeting Options
Your first meeting can take place in a way that suits you:
- Over the phone – A quick and easy option.
- Video call via Teams or Zoom – No need to travel.
- Face-to-face in an office (Recommend) – A distraction-free, focused environment.
What Will We Discuss?
A typical first meeting follows three key steps:
1. Understanding You & Your Business
First, we get to know you – as a person and as a business owner. Expect questions like:
- What does your business do, and how long have you been running it?
- What’s your current financial and business situation?
- What are your goals? Do you want to grow, stabilise, or pivot?
- What challenges are you facing – cash flow issues, tax concerns, or problems with your current accountant?
If you’re unsure about your goals, that’s fine! We can help you define them.
2. How Your Accountant Can Help You
Once we understand your business, we’ll show you how we can support you. Our approach is simple: no jargon, just great advice.
- Proactive financial guidance – Not just ticking boxes but helping you make smarter financial decisions.
- Tax efficiency – Reducing your tax bill (legally!) and keeping you HMRC-compliant.
- Stress-free accounting – Bookkeeping, payroll, VAT returns – we handle the numbers so you can focus on growing your business.
- Clear communication – No unanswered emails or hidden fees. Just reliable, jargon-free advice.
3. Your Tailored Proposal – No Waiting Around!
By the end of the meeting, we’ll put together a personalised proposal covering:
- The services that best fit your needs.
- A breakdown of costs – no surprises.
- The next steps if you’re ready to move forward.
If you love us like we think you will, you can accept on the spot or take it away to mull over. No pressure – just a clear plan for your business.
What to Bring to Your First Meeting
We keep things simple! To give you an accurate quote, we may ask for:
- Your last reported turnover (or an estimate if you’re new).
- How you currently handle bookkeeping (software, spreadsheets, etc.).
- If you want a bookkeeping quote:
- Number of bank transactions per month.
- Number of sales invoices you send.
- Number of large purchase invoices you receive.
That’s it! No piles of paperwork – just the essentials to get started.
No Judgment, Just Support
We understand that finances can be a sensitive topic. But whether you’re ahead of the game or feeling behind, our job is to help you move forward – without judgment.
A great accountant is more than just a number cruncher – they’re a partner in your business journey. At Blue Rocket Accounting, we support businesses of all sizes, helping them save money, reduce stress, and plan for the future.
Book Your Free Consultation Today! Call 01322 555442 or email happytohelp@bluerocketaccounting.com – we’d love to hear from you!
