How we work

Making your lives easier

Setting out our process from the start means that nothing will come as a surprise to you or your business. We’ve been on the other side of the table – we know what it’s like when someone doesn’t make themselves crystal clear. So by outlining our methods, we hope to give you an insight into how we work, and a firmer understanding of the accounting world’s processes.

Number 1

Requirement scope

We’ll then assess what it is you need us for. Bookkeeping? Business advice? Something else? We’ll talk with you properly about your needs, and what is important to you to get the results that you want. We’ll make sure to create a plan that is watertight, and that we can action it effectively.

Number 2


We’ll get the necessary details from you and make arrangements to get anything transferred that needs to be. This includes talking to your old accountant (if you had one) and getting you set up on our systems.


We’ll work hard to achieve your goals, committing time and resources to the needs we set out together.

We’ll make sure that we’re adhering to the best practices, and always searching for methods and working ideas that could be beneficial to the structure of your business.

Ongoing review

The work is never finished. We’ll keep you abreast of any changes that we make, and give you the control that your business needs to really thrive. It’s about making sure that your needs are always being taken care of, and that you’re getting the results you wanted from the outset. We’re always ready to hear your thoughts, questions, or just general observations.

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Are you interested?

We’re all ears and ready to talk to you about what’s needed to achieve your business goals. We’re excited to hear from you – if there is anything that you’re not sure about, feel free to ask us any questions you may have.

The journey starts now...

However you want to get in contact, we’re ready to hear from you.

We’re on hand to answer your questions and find out what else we can do for you. Here at Wells, it’s about giving you a great service that will set you or your business up for success.