What happens at an initial discovery consultation with us?

A common question we are asked at Butlers is: What actually happens during the first meeting?

We understand speaking to an accountant for the first time can feel a little daunting, especially if you’re unsure what to bring, what to expect, or even what services you might need. That’s why our initial discovery meeting is designed to put you at ease, answer your questions, and give you complete clarity on the way forward.

The meeting is free of charge and typically lasts around 45 to 60 minutes. It’s an informal, friendly conversation where we get to understand you, your business, and what’s important to you. We will talk through your current position, the challenges you’re facing, and what you’re hoping to achieve. Whether that is reducing your tax liability, improving cashflow, staying compliant, or gaining a clearer financial picture.

There is s no need to prepare in-depth paperwork, but if you have your most recent accounts, tax returns, or bookkeeping software details to hand, that’s always helpful. If not, don’t worry—we’ll guide you through everything.

During the meeting, we’ll help identify the services that are most relevant to your needs, whether that’s simply a tax return, year end accounts, complete outsourcing of your bookkeeping, tax planning, payroll, VAT, management reporting, or business advisory support.

Shortly after the meeting , we willl send you a fully tailored proposal which clearly outlines the services we’ve discussed, broken down line by line. You will see exactly what is included, the fee options available, and the value we’ll bring to your business, no hidden costs, no surprises.

There’s no hard sell, no jargon, just clear advice and a genuine commitment to helping you succeed.

If you have been putting off that first conversation, this is your invitation. Book a discovery meeting with Butlers today. You might be surprised how much lighter and more confident you feel after just one conversation.

You can book a free discovery meeting by booking here: BOOK A MEETING