We don't sign off, advise your clients, do audit fieldwork or work off WhatsApp'd bank statements. Each limit is there to protect your practice.
Most outsourcing websites are a list of yeses. Anything, any volume, any software, any turnaround. We run a practice and we have read those pages as a buyer. They do not make us trust the provider more. They make us wonder what happens when the yes runs out.
So here is our list of noes. Seven of them. Each one is a line we have drawn on purpose, and for each we will explain who it protects.
Nothing leaves our office as final. Every set of accounts, every return, every payroll run is prepared in Pretoria and reviewed and signed off in the UK before it reaches your practice, and then it is yours to review again and put your name to. We do not file on your behalf. We do not approve a set of accounts for a client.
Why this protects you: the client engaged your firm. Your professional body licenses your firm. Your indemnity insurance covers your firm. If a preparer in another country is signing things off under your letterhead, your practice has a gap it may not discover until somebody complains. The review loop in how it works exists so that the person signing is the person who is accountable.
Our team does not speak to your clients about their affairs. We do not tell a client whether to take a dividend or a salary. We do not answer "should I go VAT registered?" We do not ring a client to talk through their accounts. If a query needs a client's input, it goes to you and you decide how to put it to them.
Why this protects you: advice is the relationship, and the relationship is the practice. The moment a client has a second accountant they can ring, you have lost control of what they have been told. Where a preparer's honest view would help, we put it in a note to you. You decide what the client hears.
No audit. No stock counts, no walkthroughs, no sampling, no audit file. We do accounts production, bookkeeping, VAT, payroll, management accounts and back-office work. If a client needs an audit, that is your registered auditor's job start to finish.
Why this protects you: audit is a regulated activity with rules about who can do what and where the independence lines sit. A practice that lets an outsourced team touch audit work is taking a risk with its registration for a saving that is not worth it. We would rather be clear about the edge than be the reason you had a difficult conversation with your regulator.
A new seat is not fully productive in its first week. Nobody is. There are logins to set up, your templates to learn, your review preferences to absorb, the particular way your firm handles a director loan note. In the first month a seat is learning your practice. By the second it is carrying a normal load. We will say that up front rather than let you find it out.
Why this protects you: if you plan your January on the assumption that a seat starting on the second of the month will be at full speed by the fifth, you will be disappointed and the seat will be blamed for a planning failure. Start a seat before you need it. We will tell you how long the ramp takes for your software and your kind of work.
Every person on your seat works inside your practice's own software, under their own named login, with the permissions you set. We will not share a login. We will not use the partner's credentials. If a piece of software only has one user licence and you want us in it, the answer is a second licence, not a shared password.
Why this protects you: an audit trail that says "the partner posted this journal at 06:40" when the partner was asleep is worthless, and worse than worthless if anything ever goes wrong. Individual logins mean you can see exactly who did what, switch off access in a minute if a seat changes, and answer a data-protection question with a straight face.
Photos of statements in a group chat. Screenshots of a banking app. A PDF of three months that arrives in a personal inbox. We will not prepare work from those. We work from bank feeds, proper exports, or statements that have come through your practice's own document system.
Why this protects you: it is a data-protection issue first. A client's bank data sitting on a messaging app is not something your practice wants to explain. It is an accuracy issue second; a cropped screenshot with the running balance missing is how transactions go missing. And it is a practice-discipline issue third. If your clients are sending records by WhatsApp, the problem is upstream of us, and fixing it is a better use of a Production seat than trying to work around it.
We will not give you a firm price from a phone call. We want to see a sample of the files, know what software you run, understand the volumes and the state of the records. Then we will tell you what seat size fits and how long the ramp is. The price list is public; what we will not do is pretend to know which row you need before we have looked.
Why this protects you: a quote given blind is either padded to cover the unknown or too low and renegotiated later. Both are bad for you. Looking first means the number we give is the number you pay.
Quite a lot, as it happens. Year-end accounts, CT600s, self assessment and management accounts on an Accounts seat. Bookkeeping, VAT, payroll, onboarding and admin on a Production seat, with content work filling Production-seat hours where a practice wants it. All of it white-label by default, reviewed in the UK, in your software. We muck in. We just do not muck about with the lines that keep your practice safe.
If the limits above sound like the right ones, use the capacity calculator to size the work and then get in touch. Bring a sample file. We will look before we quote.
Published 22 August 2026. Tax rules and rates change — check current figures on gov.uk before relying on anything here. This is general information for practice owners, not advice.
Your practice does. Work is prepared in Pretoria, reviewed and signed off in the UK before it reaches you, and then it is yours to review and put your name to. We never file or approve on your behalf.
For a clean audit trail and for data protection. Each person on a seat has a named login with the permissions you set, so you can see who did what and remove access instantly if needed.
No. We want to see a sample of the files, the software and the volumes first so the seat size and ramp-up time we quote are the real ones.
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