LET’S TALK ABOUT YOUR BUSINESS
Get clarity on your accounts—and the processes behind them
Tell us what’s working, what’s slowing you down, and where you need support. We’ll start with a conversation about your goals and how your finances and day-to-day processes fit together.
Accounting That Fits
Share your current setup so we can understand the support you need.
Beyond the Numbers
Bring your process headaches, too—we’ll look at how work gets done.
Phone
Call Sort Your Accounts to talk through your accounting needs and arrange an initial conversation.
Address
In our first conversation, we’ll ask about your setup, priorities, and challenges, then discuss possible next steps.
What to Share When You Reach Out
Business Type
Tell us what you sell, who you serve, and how your business operates.
Business Stage
Let us know whether you’re starting out, growing, or changing direction.
Current Accounting Setup
Share who handles your books today and which tools or systems you use.
Immediate Accounting Needs
Flag any pressing questions about bookkeeping, reporting, or tax preparation.
Financial Visibility
Tell us which numbers are hard to track or understand when making decisions.
Process Bottlenecks
Describe tasks such as invoicing, expense tracking, or approvals that take too much time.
Team and Responsibilities
Explain who manages financial tasks and where handoffs tend to break down.
Goals for Support
Share what a useful outcome would look like, whether that’s clearer reports or smoother routines.
Support That Goes Beyond the Accounts
Tell us where you need financial clarity, whether that is everyday accounting, better workflows, or a clearer view of how your business is performing.
Small Business Accounting
Ask about keeping your records organised and understanding the numbers behind your day-to-day decisions.
Bookkeeping Processes
Explore practical ways to make recording transactions, managing paperwork, and staying on top of routine tasks easier.
Financial Reporting
Discuss the figures you need to see regularly and how useful reports could help you spot trends and plan ahead.
Business Process Management
Look beyond the ledger to identify bottlenecks and build more reliable financial workflows across your business.
1
Tell Us About Your Business
2
Discuss What You Need
3
Consider Your Options
Before We Talk
A few helpful answers about getting in touch and what to expect from your first conversation with Sort Your Accounts.
What should I include in my enquiry?
Share what your business does, its size, your current accounting setup, and the main issue you would like help with. A brief outline is enough to get started.
Do I need to prepare financial documents first?
No. You can describe your situation in your own words. If specific records would help later, we can discuss which ones during the conversation.
Is Sort Your Accounts suited to a small business like mine?
We focus on small businesses looking for accounting support, more effective processes, or both. Tell us about your needs so we can see whether we are a good fit.
Can I ask about processes as well as accounting?
Yes. We welcome questions about how financial tasks move through your business, not just the figures they produce.
What happens during the first conversation?
We will learn about your business, listen to what is working and what is not, and talk through the kind of support that may be useful.
Am I committed to working with you after we speak?
No. The initial discussion is a chance to explore your needs. If there is a potential fit, we can outline possible next steps for you to consider.
