The situation
Jack Murray's previous accounting relationship was purely reactive — a return filed each year with little proactive contact or planning in between.
What we did
We introduced regular check-ins, pre-year-end tax planning, and monthly visibility on the numbers so nothing is left until the last minute.
The result
[DRAFT — confirm real figures] A genuinely proactive relationship, with planning happening well ahead of deadlines rather than in a rush.
“[DRAFT] I've never had an accountant actually get in touch first before.”
— Jack Murray