A fair number of people put off booking a discovery call simply because they're not sure what it actually involves. Is it a sales pitch? Do you need to have your accounts in perfect order first? Will you be pressured into signing up on the spot? None of that is what it's actually like, so here's a straightforward run-through of what happens.
It's not a sales pitch
The point of the call is to figure out, together, whether Buzz is actually the right fit for your business — not to talk you into something regardless of whether it suits you. If it turns out we're not the right match, we'll say so. That's a better outcome for both sides than a client who signs up and isn't well suited to how we work, or who was oversold on something that doesn't actually fit their situation.
What we actually cover
We'll talk through what your business does, how it's structured — sole trader, limited company, landlord, freelancer, whatever applies to you — and what's currently working and not working with your accounting. If you already have an accountant, we'll ask what's prompting you to look elsewhere, because that usually points straight to what actually matters to you: faster replies, clearer advice, better visibility over your numbers, or simply an accountant who feels reachable.
We'll also explain how we actually work — what's included in a fixed monthly package, what software we use, and what ongoing support looks like day to day, so you're not left guessing about what you'd actually be signing up for.
What we'll ask you
Nothing that requires preparation. You don't need your accounts in order or a spreadsheet of figures ready to go — this isn't an audit. We'll ask practical questions: roughly what the business turns over, whether you're VAT registered, whether you have employees, what software you're currently using if any, and what's actually prompting you to make a change now. Rough answers are entirely fine. The goal is to understand your situation well enough to tell you honestly whether and how we can help — not to catch you out on detail.
What you'll walk away with
By the end of the call you should have a clear answer on whether we're a good fit, a realistic sense of what a package would cost for your situation, and an understanding of what switching over would actually involve if you decide to go ahead. There's no obligation attached to booking the call itself — plenty of people use it purely to get a second opinion on their current setup, and that's a perfectly good reason to book one.
Do you need to prepare anything?
Not really, but if you want to get more out of the call, it helps to have a rough idea of what's actually bothering you about your current setup, or what's prompting you to look at all — that's usually more useful to us than a spreadsheet of figures. If you've got specific questions, whether that's about a particular tax situation, how a switch would actually work, or what a package would cost, jot them down beforehand so you don't think of them after you've hung up.
What happens after the call
If it looks like a good fit, we'll follow up with a clear proposal — what's included, what it costs, and what the next steps are — rather than leaving you to chase for that information. If you decide to go ahead, the handover from your existing accountant, if you have one, is something we manage on your behalf, covered in more detail on our switching accountants page. There's no pressure to decide on the call itself — plenty of people take a few days to think it over, and that's entirely normal.
Booking one
It's a free discovery call, and the goal on both sides is simply to figure out the right fit together — genuinely, not as a script. If you'd rather send a message first and talk it through that way, our get in touch page has a form that gets a reply, usually within one working day, or you can book directly via Calendly and pick a time that works for you. Either way, there's no pressure and no obligation — just a proper conversation about your business.