Every accountancy firm has a few clients who make life easier - not just for us, but for themselves too.
At Donaldson Ross & Co, we’ve noticed a pattern. The most organised clients - the ones who send over neat records, ask smart questions, and make confident decisions - are often the ones hitting their goals, sleeping better at night, and running their businesses with more calm and control.
So, what are they doing differently?
The Architect Who Understands the Numbers
With around £200k turnover, this client isn’t chasing mega-growth — they’re focused on building a profitable, sustainable business that supports their lifestyle.
They send in complete bookkeeping records via Apron, use Xero to stay on top of things, and review financial reports monthly. They make decisions based on actual data, not guesswork - and it shows in the results.
The Plumber Who Knows When to Ask
This one-man business turns over about £90k and is comfortably profitable. They’re hands-off with the finances — letting us manage the bookkeeping - but they’re always quick to provide the right info when asked, and they’re not afraid to check in with questions. That openness is gold.
The Landlord With a Filing System (Yes, Really)
We only see them once a year, but when we do? Everything’s ready: income recorded, expenses tracked, receipts backed up. Come MTD for Income Tax, they’re ahead of the curve - no panic, no mess.
And Then There’s the Other Side…
We’ve also seen clients turn up with a fistful of receipts (literally), decisions made without checking the finances, and plenty of “I meant to do that...” moments.
They’re not bad people - they’re just busy. But the difference between “just about keeping up” and “on top of things” is often a system, not extra effort.
The Payoff of Being Organised
Clients who get into good habits benefit from:
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Faster turnaround on tax returns and reports
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Fewer financial surprises
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Better, quicker decision-making
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More peace of mind - and less last-minute stress
How We Can Help
We offer:
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Full bookkeeping packages - so you don’t have to do it (or feel guilty for not doing it)
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Year-round accounting - perfect for keeping on top of things without going full corporate
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Monthly fixed fees - because surprises are great for birthdays, not tax bills or accountancy fees
If any of this sounds like the direction you want your business to head in, give us a shout. You don’t have to be perfect - we just want to help you get closer to organised.