A meeting to review the annual accounts with your allocated client manager.

Pod 1 - Ian / Rebecca
Pod 2 - Georgia

A meeting to review the annual accounts with your allocated client manager.

Pod 1 - Ian
Pod 2 - Georgia

Setting budgets in your business is key. This is to help assist with setting a budget based on your goals and strategies for the year.

Setting budgets in your business is key. This is to help assist with setting a budget based on your goals and strategies for the year.

It’s extremely important to work on your business, not just in it. Taking time out to discuss what’s happening in your business is essential to give you clarity about your future and vision to enable us to support you in the most appropriate ways.

A Complimentary Client Review is an ideal opportunity to meet us on a complimentary, obligation-free basis to discuss any of the following:

Your goals for your business and how you plan to achieve them
How your business goals tie in with your personal.

It’s extremely important to work on your business, not just in it. Taking time out to discuss what’s happening in your business is essential to give you clarity about your future and vision to enable us to support you in the most appropriate ways.

A Complimentary Client Review is an ideal opportunity to meet us on a complimentary, obligation-free basis to discuss any of the following:

Your goals for your business and how you plan to achieve them
How your business goals tie in with your personal

This is our monthly or quarterly coaching session.

It's all about accountability. Have you planned the right actions to take and taken the best actions for your targeted outcomes?

This is our monthly or quarterly coaching session.

It's all about accountability. Have you planned the right actions to take and taken the best actions for your targeted outcomes?

This is your Get Started session to get everything, well, started!

We will double check your quote and ensure everything is correct and then sign off the letter of engagement and agree the next steps and any upcoming deadlines.

This is your welcome session to get everything kicked off. Please book in with your client manager.

Pod 1 - Ian
Pod 2 - Georgia

We will go through some training and getting things setup as well as sorting out what we can expect from each other.

It's best held at our premises but if that really can't be done then we can do it online via Zoom video conferencing.

This is your welcome session to get everything kicked off. Please book in with your client manager.

Pod 1 - Rebecca
Pod 2 - Georgia

We will go through some training and getting things setup as well as sorting out what we can expect from each other.

It's best held at our premises but if that really can't be done then we can do it online via Zoom video conferencing.

A Graduation CCR session to run through with you the next steps as we move you from financial control onto financial clarity.

A 45 minute Financial Health Assessment to understand the current financial health of your business.

A call from our team to check up on the next steps

A 15 minute phone call to quickly run through your business and understand your requirements and if we can work together.

A 15-minute phone call to introduce your client manager and generally say hi.

A quick 15-minute phone call slot for us to be able to contact you regarding your queries. Please use other appointments for longer queries. Time will be limited to 15 minutes.

VAT & Bookkeeping

Pod 1 - Jason
Pod 2 - Billie

Accounts, tax and other queries

Pod 1 - Rebecca
Pod 2 - Georgia

A longer call or shorter meeting to discuss your business and it's requirements. Please note this is limited to 30 minutes and longer advice sessions outside the scope of our standard agreement need to be purchased from the list at www.mbsaccountants.as.me/meetings

VAT & Bookkeeping

Pod 1 - Jason
Pod 2 - Billie

Accounts, tax and other queries

Pod 1 - Rebecca
Pod 2 - Georgia

A longer call or shorter meeting to discuss your business and it's requirements. Please note this is limited to 30 minutes and longer advice sessions outside the scope of our standard agreement need to be purchased from the list at www.mbsaccountants.as.me/meetings

Also, not all of our team actually work in our Gloucester offices so may not be available for face-to-face meetings

An advice call to discuss tax planning, business performance or another specialist advice area that is outside our standard support services.

Accounts, tax and other queries

Pod 1 - Ian / Rebecca
Pod 2 - Georgia

A specialist planning meeting to discuss any requirements of yourself or your business and planning ways forward for the future.


Accounts, tax and other queries

Pod 1 - Ian
Pod 2 - Georgia

A specialist planning meeting to discuss any requirements of yourself or your business and planning ways forward for the future.


Accounts, tax and other queries

Pod 1 - Ian / Rebecca
Pod 2 - Georgia

Training to go through the basics of using out commonly used accounting softwares.

We really add value during this session. We look at your goals and the challenges you are facing in reaching them. We then show you ways we can help you overcome them.

We really add value during this session. We look at your goals and the challenges you are facing in reaching them. We then show you ways we can help you overcome them.

This is our fact find session for claiming R&D Tax credits.

We do an initial assessment to see if you might qualify.

This is a session that takes you through creating a business plan for success.

It's a busy session but the outcomes are great. You'll have a 1 or 2 page plan of the next 12 months and beyond with key action points to take away.

This is a session that takes you through creating a business plan for success.

It's a busy session but the outcomes are great. You'll have a 1 or 2 page plan of the next 12 months and beyond with key action points to take away.

This is a session that takes you through creating a strategic plan for success.

It's a busy session but the outcomes are great. You'll have a clear plan of the next few years rolled back to short-term action points.

This is a session that takes you through creating a strategic plan for success.

It's a busy session but the outcomes are great. You'll have a 1 or 2 page plan of the next 3 years and action points for the shorter term.