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Becoming a client



Changing accountant can be very difficult and stressful. Our aim is 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 one

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 two

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.

Step three

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). 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.

There will be forms to complete but we promise to complete as much of these as possible to make the process hassle-free.

Please fill out the form below to set up the initial meeting.

Partnerships Accountancy Services

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

PERSONAL IDENTITY:

Current valid (signed) full EU Passport

Current valid  (signed) non EU Passport

Current valid National ID card (non UK Nationals)

Current Full2 UK Driving Licence 1

Current UK / EU Photocard Driving Licencewith Counterpart

Current Firearms/Shotgun Certificate

Current State Pension notification letter1

Current Benefits Agency letter1

Current years HMRC Tax Code Notification5

Current Blue Disabled Drivers Pass

Identity Card by Electoral Office of Northern Ireland

ADDRESS VERIFICATION:

Mortgage Statement (13) or Mortgage Redemption Statement (3)

Recent Utility Bill – Gas, Electricity, Water, Telephone (Not mobile phones) (3)

Current Council Tax Bill (13)

Current Full UK Driving Licence (Paper document)1

Current UK / EU Photocard Driving Licence1 with Counterpart

House or motor insurance certificate (12)

Current State Pension notification letter1

Current Benefits Agency letter1

Bank / Building Society / Statement (3)

Solicitor letter confirming completion of house purchase3

Credit Card Statements from main provider (3) 4

HMRC Tax notification documentation (this does not include P60’s) (12)

Account, investment or insurance documents (6)6

Letter from Council Confirming Electoral Roll Listing (3)

(1) Proof of identity and address verification can not be from the same source.

(2) Old style provisional driving licences are not acceptable.

(3) Proof of the previous address should also be obtained.

(4) Credit card statement can be used as a second proof of address only by the following acceptable providers: Royal Bank of Scotland Group, Barclays, Lloyds TSB, Halifax Bank of Scotland Group, HSBC, Abbey, Nationwide, Woolwich, Alliance and Leicester, Citibank, Morgan Stanley (this list includes any other brand cards that are underwritten by these main providers).

(5) If a client has not received their most recent coding notice, they should contact their tax office who will issue an update notice on the same day, posted second class.

(6) From a FCA regulated company on headed paper or system generated