HOW IT WORKS
Five steps. Most of the work is ours.
Maximise your claim. Minimise the risk.
No jargon, no guesswork — just a clear path from first conversation to claim submission.
Step 1 Discovery interviews
Your first conversation is free — no obligation. We explain the process, timetable and what we need, then give you an honest early view on whether there's a genuine opportunity.
Then a real conversation, not a form: face-to-face or Teams, with whoever actually knows the work/
Step 2Financial review
We connect the qualifying activity to the numbers — staffing, relevant consumables, software, data and cloud costs, and other permitted expenditure depending on the scheme.
Step 3
Report preparation
A technical report in plain, credible language: what you set out to achieve, the uncertainty you faced, what you did about it, and the outcome. You see it before anything is filed.
Step 4Submission & HMRC defence
Submitted through the Chartered Certified accounting expertise within our director network. If HMRC ever opens an enquiry into a claim we've prepared, we're still on it — no extra fee.
Step 5What comes next
We're building relationships, not one-off transactions. Once we know your business, next year is easier — projects spotted earlier, records already in good shape.
How long does it take?
Typically one to three months from kick-off to a claim ready for submission, depending on complexity. HMRC's own processing and payment timelines are outside our control, but we'll keep you posted throughout.