Our Accountant Consultation In Caversham & Reading

A Personal Process Built Around You

Getting in touch with a new accountant can feel like a big step, especially if you’ve been let down by poor communication or you’re unsure what happens next. At CG Accounting Services, our accountant consultation in Caversham & Reading is designed to make the process straightforward, informative and completely pressure-free. We take the time to understand you, your business and your goals before recommending the right support, helping you feel confident that you’re choosing an accountant who’s the right fit for you.

It All Starts With A Conversation

We believe the best professional relationships begin by getting to know each other. After all, you're trusting someone with one of the most personal aspects of your business or finances, so it's important that you feel comfortable with the people you're working with.

That's why every new client relationship begins with a friendly discovery call. Rather than rushing into prices or paperwork, we take the time to learn about your business, answer your questions and explain how we work, giving you the opportunity to decide whether we're the right fit for you. We never rush this conversation or make you feel under pressure to make a decision because we believe every successful client relationship starts with trust.

Our discovery calls typically last between 30 minutes and one hour, giving us plenty of time to have a meaningful conversation without feeling rushed.

Understanding Your Business Before We Give Advice

Every business is different, which is why we never believe in a one-size-fits-all approach.

During your consultation, we'll take the time to understand how your business operates, your future goals and the support you're looking for.

We'll also review publicly available information where appropriate, such as your Companies House record, helping us better understand your business before recommending the most suitable services.

Depending on your circumstances, we'll discuss areas such as:

Whether you're a sole trader, limited company or individual taxpayer.
Your current accounting arrangements and whether you already have an accountant.
Your bookkeeping processes and accounting software.
VAT registration, payroll and CIS requirements.
Any additional income, investments or rental properties.
Your plans for growing your business.
Any challenges you're currently facing.

Most importantly, we want to understand what matters to you. Whether you're looking for better communication, more proactive advice or simply an accountant who takes the time to explain things clearly, we'll listen first before making any recommendations.

Once we understand your circumstances, we'll explain the services that best suit your needs, answer any questions you may have and provide straightforward, jargon-free advice so you can make informed decisions with confidence.

Why We Don't Provide Instant Quotes

Every business is different, which is why we don’t believe in one-size-fits-all quotations. A straightforward self assessment tax return is very different from one involving multiple income sources, pensions, rental properties or self-employed income. Likewise, every business has different bookkeeping requirements, turnover, payroll responsibilities and compliance obligations.

That’s why we begin with a discovery call. By taking the time to understand your business, your goals and the support you need, we can recommend the right services and provide an accurate fixed-fee quotation that’s tailored to your individual circumstances.

Your Tailored Proposal

Following your discovery call, we’ll send you a personalised proposal outlining the services we believe are most appropriate for your business, together with the associated fixed fees.

You’ll have the opportunity to review everything in your own time, ask further questions and decide whether you’d like to move forward.

There is absolutely no obligation after your consultation. Our priority is helping you make an informed decision and ensuring you feel confident that the support we’ve recommended is the right fit for your business.

Switching Accountants Is Simpler Than You Might Think

Many of our new clients come to us after feeling frustrated with poor communication, unexpected fee increases or a lack of proactive support from their previous accountant.

If you decide to move to CG Accounting Services, we’ll make the transition as straightforward and stress-free as possible, ensuring everything is organised correctly from the outset so you can move forward with confidence.

Once you’ve authorised us to contact your previous accountant, we’ll handle the professional clearance process on your behalf, communicate directly with them and guide you through each stage of the transfer. This means you can focus on running your business while we take care of the administration.

What Our Clients Say

    
 
 
       Posted on Google  
   
   Judy Saunders 
 
 
 
 Trustindex verifies that the original source of the review is Google. Christina has been doing my accounts for many years and has been amazing. She is very good at communicating and has always been very helpful with any queries I may have. I highly recommend Christina for anyone self employed.

Owner's reply
Thank you so much for your kind words and recommendation. It’s been a pleasure getting to know you and working with you over the years.
  
 
      Posted on Google  
   
   David Reed 
 
 
 
 Trustindex verifies that the original source of the review is Google. great company to work with. Christina is always very helpful and does a great job.

Owner's reply
Thank you for your kind review David. I really appreciate your feedback and am so pleased to hear you enjoy working with us. It’s always a pleasure to help.
  
 
      Posted on Google  
   
   James Anderson 
 
 
 
 Trustindex verifies that the original source of the review is Google. I was in a bit of pickle with my tax affairs and asked a friend who he used for his accounts and he couldn't recommend Christina and her team highly enough.
I knew I would be embarrassed by having to tell someone how much of a pickle I was in, but I put my big boy pants on and called Christina. We arranged a meeting and I went through everything with her. She immediately put my mind at ease by telling me not to worry and that she would help me sort everything out. I can't tell you what a relief it was to hear that. I have no idea how many bits of paper I left her with, a good carrier bag full, if you can imagine.
Christina went through every piece of paper and did all the work in the background to get my tax affairs in order and got me to where I am today, completely up to date and a huge weight off my mind.
I wouldn't hesitate in recommending Christina and her team. They are very professional, friendly and understanding of an individuals situation

Owner's reply
Thank you for such a lovely review. I know it’s not always easy to talk about personal tax affairs, so I’m really pleased we could put your mind at ease and help get everything sorted. It has been a pleasure helping you and we look forward to continuing working with you, thank you for recommending us.
  
 
      Posted on Google  
   
   Rachel Thomas 
 
 
 
 Trustindex verifies that the original source of the review is Google. Couldn’t recommend Christina & team highly enough! As a Sole Trader, Christina has been invaluable, her knowledge is second to none and has helped my business is so many ways. She’s so personable and truly cares for you and your businesses success. If I could give more than 5 stars I would!

Owner's reply
Thank you so much for such a lovely review Rachel. It really means a lot to hear this. It’s been a pleasure working with you and supporting your business, and I’m so glad I’ve been able to help along the way. Your support and recommendation are really appreciated!
  
 
      Posted on Google  
   
   Hollie Watts 
 
 
 
 Trustindex verifies that the original source of the review is Google. Christina and her team are absoltuley fantastic. I have used CG Accounting Services Ltd for over a year now and from day one, they have been brilliant. I have difficult managing my accounts but since using Christina and her team, they have made the systems work so its easy for me to declare information safely and they organise everything and account for everything. I am grateful that she is so patient, provides clear information when asked and has always been very reliable. I will always highly reccomend CG Accounting Services Ltd. Thank you.

Owner's reply
Hi Hollie, thank you so much for taking the time to leave such a lovely review. I really appreciate your kind words and your recommendation — it means a lot to know the service has made a real difference for you. Always happy to help 😊
  
 
      Posted on Google  
   
   Kristyna Dvorakova 
 
 
 
 Trustindex verifies that the original source of the review is Google. Very happy with CG Accounting services, we have been using them for over 6 years. I can highly recommend them.

Owner's reply
Hi Kristyna, thank you for taking the time to leave us a review. I’m glad you are happy with the services we provide and look forward to continuing working with you.
  
 
      Posted on Google  
   
   Ian Guppy 
 
 
 
 Trustindex verifies that the original source of the review is Google. CG Accounting were recommended to me by my previous accountant as a hand-over. They have been brilliant from the first meeting and through all the key dates in a business year. Everything is managed with minimum fuss. They have saved me money through untangling past accounts and through the amount of time saved at my end. Always professional but also friendly and understanding. Christina is my main contact.

Owner's reply
Thank you for the lovely review. I’m really glad you’ve been happy with the service and support from us — it’s much appreciated! As always, we are here to help whenever needed.

Read more feedback on our testimonials page.

Ongoing Support That Works Around You

Our relationship with clients doesn’t end once you’re onboarded.

One of the things our clients value most is the personal relationship we build over time. By getting to know both you and your business, we’re able to provide advice that’s tailored to your circumstances and offer support that genuinely adds value.

We also understand that every client likes to communicate differently. Some appreciate regular check-ins and proactive conversations, while others prefer to focus on running their business and contact us only when they need advice.

Whether you prefer to communicate by phone, email or WhatsApp, we’ll work in a way that suits you, ensuring you always have a dedicated point of contact who understands your business and is there when you need support.

Why Choose CG Accounting Services

Choosing an accountant is about more than staying compliant. It's about finding someone you trust to support your business as it grows.

When you work with CG Accounting Services, you'll benefit from:

A friendly, approachable and jargon-free service.

10+ years of accounting and bookkeeping experience.

AAT qualified professionals.

A dedicated point of contact who gets to know your business.

Tailored fixed-fee packages with no unexpected surprises.

Flexible communication by phone, email and WhatsApp.

Specialist knowledge of Construction Industry Scheme (CIS) accounting.

Ongoing advice and support throughout the year, not just at tax deadlines.

Extensive experience supporting contractors, subcontractors and construction businesses with specialist CIS accounting and compliance.

Frequently Asked Questions

How Long Does An Accountant Consultation Take?

Most consultations last between 30 minutes and one hour. This gives us enough time to understand your business, discuss your goals and answer any questions you may have without feeling rushed.

Is The Discovery Call Free?

Yes. Your initial discovery call includes a consultation and is completely free, giving you the opportunity to learn more about our services and decide whether we're the right fit for your business.

Why Do You Recommend A Discovery Call Before Providing A Quote?

Every client has different accounting requirements, so we believe it's important to understand your business before recommending any services. Your discovery call allows us to learn more about your circumstances, answer your questions and provide an accurate fixed-fee quotation that's tailored to your needs rather than a generic estimate.

Do I Need To Contact My Previous Accountant?

You'll simply need to authorise us to contact your existing accountant. Once that's in place, we'll handle the professional clearance process and manage communication on your behalf.

What Happens After The Consultation?

After your consultation, we'll send you a personalised proposal outlining the services we recommend together with your fixed fees. You'll have time to review everything, ask any further questions and decide whether you'd like to move forward, with no pressure or obligation.

Ready To Book Your Accountant Consultation In Caversham & Reading?

Whether you’re starting a new business, changing accountants or simply looking for more proactive support, we’ll take the time to understand your business before recommending the services that are right for you.

Our focus has always been on building long-term relationships through clear communication, practical advice and dependable support, giving you confidence that your finances are in safe hands throughout the year.