How Our Retainer System Works
Simple, Transparent, and Designed Around You
At Harry Walker Accountancy, we believe professional support should feel effortless; no surprise bills, no confusing charges, and no barriers to asking for help. That’s why all our clients are looked after through our retainer system, a straightforward way to access everything you need throughout the year.
One Monthly Payment, All Your Services Covered
Every client is billed once a month, on the 1st, with a 21-day payment term.
This monthly invoice adds credit to your personal retainer account with us.
As we complete work for you, from day-to-day queries and phone calls to annual accounts, tax returns, HMRC correspondence and more, the work is simply deducted from your retainer balance.
There are no separate invoices and no unexpected charges. Just one dependable monthly payment.
Your retainer level is based on what you’re likely to need over a year. We look at:
Your ongoing compliance requirements
Expected one-off jobs (like company formations)
How much support you usually need
This forecast is then spread evenly across 12 months, giving you a smooth and manageable monthly cost.
A Retainer Set Just for You
When your retainer needs adjusting, we email you directly with:
The updated monthly amount
The reasons behind the adjustment
If your balance ever dips into the negative, we simply add a small “catch-up” amount spread over 36 months to keep things fair and easy to manage.
Straightforward Updates
Flexibility When You Need It Most
Your retainer gives you full access to the support you need, when you need it. Because everything is drawn from your account, you never need to worry about picking up the phone or sending a query.
What if I leave HWA?
If you ever choose to disengage us, any positive balance will be refunded straight back to you and any negative balance just needs settling within 21 days.
Our retainer system is designed to be:
Fair – Over the engagement, you only pay for the services you actually use
Predictable – Consistent monthly payments
Transparent – Clear communication with no surprises
Supportive – Unlimited day-to-day contact as and when you need it
It’s accountancy with clarity and trust at its core, exactly how it should be.
