Question 1

Who are CASS?

Accepted Answer

Cloud Accounting Support Services Ltd, usually known as CASS, is a cloud-based accountancy practice founded in 2017. We support businesses with bookkeeping, payroll, VAT, year-end accounts, tax, Xero and practical advice to help them make better decisions.

Question 2

What makes CASS different from other accountants?

Accepted Answer

We believe accounting should give you more than completed forms and historic figures. Our team combines accurate day-to-day accounting with straightforward advice, modern technology and genuine ongoing support.

Question 3

What does Giving You More Than Numbers mean?

Accepted Answer

It means we do more than keep you compliant. We help you understand your finances, plan ahead and make confident decisions about your business.

Question 4

Why should I choose CASS?

Accepted Answer

Clients choose CASS because they want an approachable, proactive team that explains things clearly, responds when they need help and takes time to understand their business.

Question 5

How long has CASS been established?

Accepted Answer

CASS was founded in 2017 and has grown by building long-term relationships with businesses that value practical advice and reliable support.

Question 6

Where is CASS based?

Accepted Answer

CASS is based in Tamworth, Staffordshire, and supports businesses locally and across the UK.

Question 7

Do you only work with businesses in Tamworth?

Accepted Answer

No. Although we are based in Tamworth, our cloud-based way of working means we can support clients throughout the UK.

Question 8

Can CASS work with my business remotely?

Accepted Answer

Yes. Most of our services can be delivered remotely using Xero and secure cloud technology, with telephone, email and online meeting support whenever needed.

Question 9

Can I meet the CASS team in person?

Accepted Answer

Yes. In-person meetings can be arranged where appropriate, alongside telephone and online meetings.

Question 10

Are you a Xero Platinum Partner?

Accepted Answer

Yes. CASS is a Xero Platinum Partner, reflecting our extensive experience supporting businesses that use Xero.

Question 11

What type of businesses do you work with?

Accepted Answer

We work with small and medium-sized businesses across a wide range of sectors, including trades, retail, care, creative businesses, professional services, social enterprises and conveyancing firms.

Question 12

Do you work with start-ups?

Accepted Answer

Yes. We can help new businesses choose the right structure, set up Xero, understand their responsibilities and put good financial processes in place from the beginning.

Question 13

Do you work with growing businesses?

Accepted Answer

Yes. We support growing businesses with scalable bookkeeping, payroll, reporting, forecasting and advice to help them stay in control as they expand.

Question 14

Will I have a dedicated contact?

Accepted Answer

Every client at CASS is assigned a dedicated day-to-day contact who will get to know you and your business. They'll be your first point of contact, and you'll have their direct dial number, know their working hours and be able to speak to someone who understands your business whenever you need support

Question 15

Who will look after my accounts?

Accepted Answer

Your work will be handled by the appropriate members of the CASS team, with a dedicated contact overseeing the relationship and making sure you receive consistent support.

Question 16

Do you use accounting jargon?

Accepted Answer

We avoid unnecessary jargon and explain things in plain English. Our job is to make your finances easier to understand, not more complicated.

Question 17

What awards has CASS received?

Accepted Answer

CASS was named Tamworth Small Business of the Year in 2023 and has been recognised as a finalist in the Xero Awards and LUCA Awards in 2025

Question 18

Is CASS a cloud accounting firm?

Accepted Answer

Yes. We use cloud technology to give clients faster access to information, simpler processes and better visibility over their finances.

Question 19

Does CASS support Sage?

Accepted Answer

CASS is a Xero-focused practice. We can help businesses move from Sage to Xero, but we do not provide ongoing Sage support.

Question 20

Does CASS support QuickBooks or FreeAgent?

Accepted Answer

Our ongoing accounting and software support is centred on Xero. We can, however, help you migrate from QuickBooks, FreeAgent or another system to Xero.

Question 21

How do I get started with CASS?

Accepted Answer

Start by selecting Let's Talk on our website and telling us a little about your business. We will arrange a conversation, understand what you need and recommend the right support.

Question 22

What happens after I contact CASS?

Accepted Answer

We will review your enquiry and arrange a convenient time to talk about your business, answer your questions and understand the support you are looking for.

Question 23

Do you offer a free initial conversation?

Accepted Answer

Yes. Our initial conversation is free and carries no obligation. It is simply an opportunity to understand your business and see whether we are the right fit.

Question 24

Why do you not publish fixed prices?

Accepted Answer

Every business is different. We take time to understand the complexity of your accounts and the support you actually need before providing a clear, tailored quotation.

Question 25

Do you offer fixed monthly fees?

Accepted Answer

Yes. The vast majority of our services are provided for a fixed monthly fee, giving you complete clarity over what you'll pay each month with no unexpected invoices. Before we agree a fee, we'll take the time to understand your business and recommend the level of support that's right for you.

Question 26

Will there be any hidden charges?

Accepted Answer

Your proposal will explain what is included and any circumstances where additional work may be charged separately. We aim to be clear from the outset, with no surprises.

Question 27

Can I choose only the services I need?

Accepted Answer

Yes. We will recommend a package based on your actual needs, so you are not paying for services that add no value to your business.

Question 28

Can I add services later?

Accepted Answer

Yes. Your support can be reviewed and adjusted as your business changes or grows.

Question 29

Do you charge an onboarding fee?

Accepted Answer

Yes, we charge an onboarding fee to cover identification, anti-money-laundering checks and the work required to set up the relationship properly. This will be explained before you proceed.

Question 30

Will you provide a written proposal?

Accepted Answer

Yes. After discussing your requirements, we will provide a clear proposal setting out the services, responsibilities and fees.

Question 31

How quickly can you take on a new client?

Accepted Answer

This depends on the services required and the condition of your existing records. We will explain the likely timetable after the initial conversation.

Question 32

Do I need to sign a contract?

Accepted Answer

You will receive letter of engagement setting out the services we will provide, your responsibilities and the terms of working together. This is usually covers a 12 month period, but you’re free to leave us with 30 days notice.

Question 33

Can I cancel or change my service package?

Accepted Answer

Yes, if you wish to leave we require 30 days notice. If you want to change your package, speak to your CASS contact and we will discuss what needs to change.

Question 34

How will we communicate?

Accepted Answer

We use a mixture of telephone, email, online meetings and in-person meetings where appropriate. We will agree the best approach for you.

Question 35

How often will I hear from CASS?

Accepted Answer

That depends on the services you choose. Some clients speak to us regularly throughout the month, while others have scheduled monthly or quarterly reviews.

Question 36

Can CASS speak directly to HMRC for me?

Accepted Answer

Yes, once the necessary authority is in place, we can communicate with HMRC about the areas we are engaged to handle.

Question 37

Can you work with my existing bookkeeper or finance team?

Accepted Answer

Yes. We can work alongside internal staff or another bookkeeper, with clear responsibilities agreed from the outset.

Question 38

Can you work with my existing accountant?

Accepted Answer

Yes, where you need specialist Xero, bookkeeping or finance support alongside your existing accountant, we can agree a practical way of working together.

Question 39

What bookkeeping services do you provide?

Accepted Answer

We can keep your accounting records up to date, reconcile bank and credit card accounts, process transactions, manage customer and supplier records and provide regular financial information.

Question 40

Why should I outsource my bookkeeping?

Accepted Answer

Outsourcing gives you accurate, up-to-date records without taking time away from running your business. It also gives you access to an experienced team rather than relying on one person.

Question 41

How often will my bookkeeping be updated?

Accepted Answer

At CASS, we update your bookkeeping daily, not just once a month. By keeping your records up to date throughout the month, you'll always have access to accurate financial information when you need it, rather than relying on figures that are weeks out of date.

It also means any questions or issues can be identified and resolved much sooner, giving you greater confidence in your numbers and helping you make better business decisions.

Question 42

Can you catch up overdue bookkeeping?

Accepted Answer

Yes. We regularly help businesses bring overdue records up to date. We will review what is outstanding, agree a plan and explain the cost before starting.

Question 43

Can you clean up inaccurate bookkeeping?

Accepted Answer

Yes. We can identify errors, correct the records and put better processes in place so the information remains reliable.

Question 44

Can you reconcile my bank accounts?

Accepted Answer

Yes. Regular bank and credit card reconciliations are an important part of making sure your records are complete and accurate.

Question 45

Can you process purchase invoices?

Accepted Answer

Yes. We can help capture, review and record supplier invoices using suitable cloud software and agreed approval processes.

Question 46

Can you manage my sales ledger?

Accepted Answer

Yes. We can help maintain customer balances, allocate receipts and provide information to support credit control.

Question 47

Can you chase my customers for payment?

Accepted Answer

Credit control support can be discussed as part of your service. We will agree exactly what communication and follow-up you want us to handle.

Question 48

What documents do you need for bookkeeping?

Accepted Answer

Typically, we need access to bank information, sales records, supplier invoices, receipts and details of any transactions that are not clear from the records.

Question 49

How do I send receipts and invoices to CASS?

Accepted Answer

We use secure cloud tools that allow you to photograph, upload or email documents, reducing the need to keep and deliver paper records.

Question 50

Will I still be able to see my accounts?

Accepted Answer

Yes. Xero gives you access to your financial information, and we can show you how to find the reports and figures that matter to you.

Question 51

Can bookkeeping help me understand my cash flow?

Accepted Answer

Yes. Accurate, current bookkeeping gives you a much clearer picture of what is owed, what needs paying and how much cash is really available.

Question 52

Can you provide management reports from my bookkeeping?

Accepted Answer

Yes. We can turn up-to-date bookkeeping into regular reports and practical insights through our Business Growth and Planning service.

Question 53

Do you provide bookkeeping for charities or social enterprises?

Accepted Answer

Yes. We support a range of organisations, including social enterprises. We will first make sure our experience and service are suitable for your particular requirements.

Question 54

What payroll services do you provide?

Accepted Answer

We process payroll, issue payslips, submit required information to HMRC and support starters, leavers, statutory payments and workplace pensions.

Question 55

Can you run payroll for one employee?

Accepted Answer

Yes. We support businesses with a single employee as well as larger teams.

Question 56

Can you process weekly payroll?

Accepted Answer

Yes. We can process weekly, fortnightly, four-weekly or monthly payroll depending on how your business pays its team.

Question 57

Will my employees receive payslips?

Accepted Answer

Yes. Employees can receive secure electronic payslips for each pay period.

Question 58

Can you manage workplace pensions?

Accepted Answer

Yes. We can support auto-enrolment assessments, pension deductions and regular pension submissions.

Question 59

Can you deal with new starters?

Accepted Answer

Yes. We will add new employees to payroll using the information you provide and process the relevant HMRC reporting.

Question 60

Can you deal with leavers?

Accepted Answer

Yes. We will process final pay and produce the required leaving information.

Question 61

Can you calculate statutory sick pay?

Accepted Answer

Yes. We can process statutory sick pay where the employee meets the relevant conditions.

Question 62

Can you calculate maternity, paternity or adoption pay?

Accepted Answer

Yes. We can calculate and process statutory family-related payments using the information you provide.

Question 63

Can you process bonuses and overtime?

Accepted Answer

Yes. You provide the approved figures before the payroll deadline and we will include them in the relevant pay run.

Question 64

Can you make payroll payments for me?

Accepted Answer

We can discuss payment options and suitable software. The exact process will depend on the service agreed and the controls you want to retain.

Frequently Asked
Questions

About CASS

Pricing & Getting Started

Working With Us

Bookkeeping

Payroll

VAT

Self Assessment & Personal Tax

Limited Company & Corporation Tax

Business Growth & Planning

Xero & Cloud Software

Making Tax Digital

Switching Accountants

Starting a Business

General

Still have a question?

Frequently AskedQuestions