Lean Ledger
00 / Discovery
A discovery call is a short fit-and-process conversation. It is not a free consultation or a place for detailed accountancy or tax advice.
01 / Boundary
I cannot provide accountancy, tax or business advice until there is a proper engagement letter in place, the scope is agreed, and the relevant fees and professional checks are dealt with. The call helps both sides decide whether it makes sense to proceed.
No accountancy, tax or business advice before formal engagement.
No detailed recommendations until the scope, facts and records are properly reviewed.
No obligation to proceed. The call can end with a proposal, a referral suggestion, or a clear no-fit.
02 / What to expect
The aim is clarity: what you need, whether I can help, and what happens next.
For context
The purpose is to understand your business, what stage you are at, what systems you use, and whether Lean Ledger is the right fit. If you are just starting out, we will talk about the plan, structure, expected activity and what support you are likely to need.
Bring this
From my side
I will explain how working together usually starts: proposal, engagement letter, ID checks, document exchange, software access, HMRC authorisations, deadlines, reminders and ongoing communication.
Scope
Lean Ledger is not right for every situation. For example, I do not deal with CIS or inheritance tax. If the work is outside my scope, I will say so rather than pretend otherwise.
03 / Next step
Send a short message with the context and I will come back with the next sensible step.