Our accountancy enquiry process should feel straightforward. This page explains what happens after you enquire with Real Key Accountancy Limited, what information we may request and how we confirm whether the work is within our approved professional scope.
Our six-step enquiry process
You contact us
Tell us your business type, the support you need, your current record-keeping method and any known deadline.
We acknowledge your enquiry
We aim to respond within two business days during our Monday-to-Friday working week, excluding bank holidays.
We clarify your requirements
We may ask about your legal structure, transaction volume, software, filing position, records and the services you require.
We check scope and suitability
Before accepting work, we confirm that the requested service is covered by our current practice licence, competence and capacity.
You receive a written proposal
If the work is suitable, we explain what is included, your responsibilities, the information required and the agreed fee.
Onboarding begins
Required identification, engagement and compliance checks are completed before work starts. We then agree how records will be supplied securely.
What information helps us respond accurately?
- Your business type and legal structure
- The bookkeeping, VAT, payroll or other support you are seeking
- Approximate monthly transaction volume
- Accounting software currently used, if any
- Relevant filing dates or deadlines
- Whether another bookkeeper or accountant currently holds your records
Frequently asked questions
Does an enquiry mean you have accepted the work?
No. An enquiry starts an initial assessment. Work is accepted only after scope, competence, capacity and onboarding requirements have been checked and agreed in writing.
What if my deadline is very close?
Tell us the exact deadline immediately. We will explain whether we have capacity to help. An urgent deadline does not guarantee acceptance or completion.
When will I receive a price?
We first establish the services required and expected transaction volume. If the work is suitable, we provide a clear written proposal before onboarding.
Can you transfer records from my current provider?
Where appropriate, we agree a transfer process with you and explain what permissions or records are required. Timescales depend on the information available and the other provider’s response.
What happens if the work is outside your approved scope?
We explain the limitation and recommend that you seek help from an appropriately qualified and authorised specialist. We do not present general guidance as personalised specialist advice.