Use these examples as inspiration for creating your own consultation or appointment-based services on CheckTheBooks.
Each sample describes a one-to-one session that clients can book directly with you — covering common advisory areas such as tax, valuation, and HMRC queries.
You can copy and adapt the descriptions to match your professional tone, pricing, and preferred call setup (Zoom, Google Meet, or phone).
Be clear about what clients can expect from the session — duration, key outcomes, and what they should prepare in advance — to build trust and encourage confident bookings.
Business Valuation Consult
Subject / Summary: Understand what your business is worth before making key financial decisions.
Description:
I will conduct a one-to-one video consultation (via Google Meet or Zoom) to help you understand your business valuation and the key factors influencing it. Whether you’re planning to sell, attract investors, or buy out a partner, this 60-minute session will clarify your company’s market position and highlight areas that can increase its value.
Having advised small business owners, directors, and startup founders, I understand how financial performance, assets, and market conditions affect valuation. You’ll leave the session with a clear understanding of your business’s current worth and practical steps to improve it.
Typical scenarios:
Preparing to sell your business or attract investors.
Understanding valuation before a merger, acquisition, or partnership change.
Estimating business worth for divorce, funding, or estate planning.
Identifying ways to boost business value before sale.
What you’ll get:
60-minute live valuation consultation
Overview of valuation methods (asset, earnings, or market-based)
Practical recommendations to improve value
Optional written summary of discussion
What we’ll need from you:
Latest financial statements (P&L and Balance Sheet)
Ownership/shareholding details
Previous valuation or investor documentation (if available)
Capital Gains Tax Consultation
Subject / Summary: Plan ahead for your Capital Gains Tax liabilities and reliefs.
Description:
I will provide a 45–60 minute tax consultation (via Zoom or Google Meet) to help you understand your Capital Gains Tax (CGT) position before you sell or transfer assets. We’ll calculate potential gains, discuss available reliefs, and explore options for minimising your tax liability legally and efficiently.
With experience advising landlords, investors, and company directors, I’ll help you make informed financial decisions before you commit to any sale or gift.
Typical scenarios:
You’ve sold or plan to sell a property, shares, or business assets.
You want to check which reliefs apply (e.g., Private Residence, Entrepreneurs’ Relief).
You’re gifting an asset to family and unsure about CGT implications.
You’ve missed a CGT reporting deadline and want to resolve it correctly.
What you’ll get:
1-hour consultation with a tax expert
Estimated CGT calculation based on your details
Advice on available reliefs and filing options
Guidance on reporting through HMRC
What we’ll need from you:
Purchase and sale details (dates, costs, sale price)
Supporting documents for improvements or expenses
Any previous CGT filings or tax records (if applicable)
HMRC Enquiry Triage
Subject / Summary: Get professional clarity on HMRC letters or compliance checks.
Description:
We will review and explain any HMRC correspondence you’ve received and help you decide your next steps. During our 45-minute Zoom or Google Meet session, I’ll assess the issue, outline your response options, and advise on documentation to prepare.
Having assisted numerous individuals and small businesses through HMRC investigations, I know how to interpret the language used in letters and guide you calmly through the process.
Typical scenarios:
You’ve received a tax enquiry or penalty letter from HMRC.
HMRC is requesting additional records or information.
You’ve had an unexpected compliance check or “nudge letter.”
You’re unsure how to respond or whether to escalate the issue.
What you’ll get:
45-minute one-to-one review session
Explanation of HMRC’s request and next steps
Recommended response plan or referral if escalation needed
Checklist of documents to prepare
What we’ll need from you:
Copy of the HMRC letter or email
Relevant returns or financial records
Details of any previous communication with HMRC
Tax Advice Consultation
Subject / Summary: One-to-one tax planning session to simplify your tax situation and save money.
Description:
I will host a 60-minute video consultation (via Google Meet or Zoom) to help you understand and manage your tax affairs more effectively. This session is ideal if you’re self-employed, a landlord, or a company director with questions about deductions, reporting, or how to legally optimise your tax position.
With years of experience assisting clients through Self Assessments, HMRC checks, and strategic tax planning, I’ll make complex tax topics simple and actionable for you.
Typical scenarios:
You’re unsure what expenses you can claim.
You’ve recently become self-employed or set up a company.
You want to plan dividend vs. salary strategies.
You’re facing a large or unexpected tax bill.
What you’ll get:
1-hour personalised tax consultation
Practical recommendations tailored to your goals
Clear action plan for compliance or savings
Optional written summary after the session
What we’ll need from you:
Summary of your tax concerns or objectives
Copies of recent tax returns or financial records
Any relevant HMRC correspondence