Our client

onboarding experience.

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Thinking of partnering up? Here’s what to expect...

Day 1

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Discovery Call

  • Book your 'discovery call'
  • We find out about your business
  • We discuss your goals and values
  • We show you how we can help you
  • If we're a fit, we provide a proposal for our services

Month 1

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Groundwork

  • You sign the proposal
  • We complete the necessary admin
  • We contact your previous accountant to transfer required info
  • We notify HMRC that we are your accountants
  • You have a 'welcome call' with one of our senior team

Month 2

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Set-Up

  • You meet your bookkeeper
  • We get your bookkeeping system set-up
  • We begin any backdated work and iron out any historical creases
  • We set expectations on all the key deliverables

Month 3 +

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All Systems Go

  • We handle your ongoing bookkeeping & quarterly VAT returns
  • We send you reminders of upcoming tax and filing deadlines
  • We touch base to support your business

Optional

  • Annual Business Planning
  • Management Reporting
  • Cashflow Forecasting

Day 1

flare1

Discovery Call

  • Book your 'discovery call'
  • We find out about your business
  • We discuss your goals and values
  • We show you how we can help you
  • If we're a fit, we provide a proposal for our services

Week 1-2

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Groundwork

  • You sign the proposal
  • We complete the necessary admin
  • We contact your previous accountant to transfer required info
  • We notify HMRC that we are your accountants
  • You have a 'welcome call' with one of our senior team

Week 2-3

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Set-Up

  • You meet your bookkeeper
  • We get your bookkeeping system set-up
  • We begin any backdated work and iron out any historical creases
  • We set expectations on all the key deliverables

Month 1 +

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All Systems Go

  • We handle your ongoing bookkeeping & quarterly VAT returns
  • We send you reminders of upcoming tax and filing deadlines
  • We touch base to support your business

Optional

  • Annual Business Planning
  • Management Reporting
  • Cashflow Forecasting
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Hear it from our clients

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in reviews

Google Reviews

4.9
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61 reviews

Luke Filer

8 Reviews
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3 months ago
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Luke Filer

8 Reviews
rating img2
3 months ago
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Luke Filer

8 Reviews
rating img2
3 months ago
google logo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

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Get in touch today. Talk to one of our accountants and see how we can take your business to the next level, together.

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