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Become a client

Changing an accountant can be very difficult and stressful. We aim to make this transition as convenient as possible for you. We created a step by step guide to making sure we don’t miss anything important in the process.

Step 1

The first step is to set up an initial meeting to identify what areas you need help. This is completely free and can be done through a video call if you have a busy schedule.

Step 2

After the assessment of your needs, we can put together an action plan and agree on the fees. As we working on the fixed fee bases you will be aware all the cost in advance without any surprises.

Bounce back load

Step 3

After you agreed to take us as your accountant we draft the service agreement and start dealing with the paperwork including contacting your current accountant (if you have one).

Step 4

Finally, we will send them a Professional Clearance Letter which asks them to provide all the information we need to know about your accounts. This information should reach us within 4 weeks.

Before we start to carry out any services for you we need a proof of ID and proof of address from the list below. This is required to comply with the Anti Money Regulations.

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