Your First 12 Months Towards Financial Freedom
Every business is unique, and so is your journey with us. In your first 12 months, our Financial Freedom Formula brings clarity, confidence, and control to your finances through by applying our 3N’s Numbers, Narrative and Nurture.
The timeline depends on how quickly we receive information from you and your accountant. While the guide below outlines the process, we move at a pace that ensures everything is set up thoroughly and correctly, so you get the most value from working with us. Here’s what the first 12 months of working with us, looks like:
Getting to know each other
Aligning your goals
Month 1
Onboarding
Engagement documents
Liaising with your previous accountant
Registering as your agent with HMRC
Gaining access to your cloud bookkeeping software
Welcome Call
Month 2
Books & Records
Health check & tidy up
Set up cloud-based bookkeeping software and associated apps
Software Training
VAT & Payroll Set-Up
Month 3
Financial Strategy
Planning meeting to align personal goals with business goals and agree short and long-term actions
Deductible Expenses Advice
Month 4-8
Catch Up Calls
Regular check-ins to ensure your goals are on track
1st Quartely Review & Tax Liability Estimate
Continuous improvement
We can support you with:
1. Budgets & Cashflows
2. Tax Planning
3. Business Strategy
Month 9-10
Pre Year End Review
Meeting with you to mitigate business and personal tax liabilities
Month 11-12
Agree a New Action Plan
Agree a new action plan for the next 12 months
Agree services to support growth for the next year
Review Quality of Service
Numbers, Narrative & Nurture
At NextGen, we believe accountancy should be as much about people as it is about numbers. That’s why our approach is built around a process that puts you at the centre—designed to support you, challenge you, and grow with you.
We don’t just crunch numbers. We help you understand them. We help you make sense of what they mean for your business, and then we guide you forward with clarity, confidence and care. Here’s how:
Numbers: The Foundation of Good Decisions
At NextGen, we believe accountancy should be as much about people as it is about numbers. That’s why our approach is built around a process that puts you at the centre—designed to support you, challenge you, and grow with you.
We don’t just crunch numbers. We help you understand them. We help you make sense of what they mean for your business, and then we guide you forward with clarity, confidence and care. Here’s how:
“We love numbers—and we want you to love them too. It’s where clarity begins.”
Narative: Turning Data into Direction
Once we understand your numbers, we help you interpret the story they’re telling. This is where we bring the insight. Through regular reviews, planning sessions and check-ins, we connect the dots between your goals and your performance.
Whether you’re aiming for growth, stability, or a better work/life balance, we’ll help you map out a route that works for you. This is where our clients often say, “This finally makes sense.”
We’ll work with you to forecast what’s ahead, set goals that are realistic and exciting, and build a plan that’s flexible enough to evolve as you do.
“Every number tells a story. We help you read it—and write the next chapter.”
Nurture: Ongoing Support from People Who Get It
Business is personal. And the financial side can be overwhelming, lonely or just plain confusing. That’s why nurture is built into everything we do.
We’re here not just to deliver reports, but to be a sounding board, a second opinion, a steady hand. We’ll check in regularly, answer your questions (the big and the small), and support you through all the ups and downs that come with running a business.
Our clients stick with us because they know we’ve got their back—professionally and personally.
“We’re not just here for your business — we’re here for you.”
Ready for clarity & control?
At NextGen, we’re all about turning financial overwhelm into clear direction. Whether you’re navigating growth or seeking stability, our Numbers, Narrative and Nurture approach can guide you there.
Got a Question Ask away...
We know every business is unique, and you might still have questions. Get in touch for an informal chat and find out how we can tailor our services to meet your needs — without any obligations.
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