Thank you for deciding to work with us. We’ll be in touch over the next few days to sort out some of the initial ‘admin’. Don’t worry we do try and make this as easy as possible! If you already have an accountant we will also ask for those details shortly.
I have recorded a short video just to walk you through the next steps. However, we look to make the process as easy as possible. Broadly the steps below summarise the whole process.
If however, you wanted to know all of the detail in terms of what goes on behind the scenes you can download our onboarding process guide from HERE.
- You sign up with us (thanks again).
- We send a couple of emails/checklists to request information to get you set up on our systems.
- We may request additional information if we are registering you with HMRC or setting up a limited company.
- If you had an accountant we will also request any relevant information from them.
- We request authority with HMRC to be your accountant.
- If you are a business client then we arrange an onboarding call to discuss bookkeeping systems any questions you have at this stage.