Joining Us

Joining us couldn't be easier

We like to keep things as streamlined and simple as possible, which is why we've set out below our process for becoming a client:

Step 1

Get in contact with us

Call us on 02380 989118, email us at [email protected], or complete the form below

Step 2

Discovery Call

15-20 minutes chat where we find out about you and your business. We'll be as helpful as we can and let you know what services we thing would best suit you now and in the future

Step 3

Proposal & Engagement letter

Following the discovery call we will have a longer call where we present the proposal and send you an online quote and engagement letter. You can approve it online at the click of a button

Step 4

Anti-money-laundering checks

We are legally required to undertake anti-money-laundering checks on you. This can be done electronically very quickly

step 5

Professional Handover

If you have an existing accountant, we will contect them to get them to hand over any information that is required to take over as your accountant. Codes of ethics are in place for all qualified accountants to ensure that this goes smoothly.

Step 6

Register as your agent

HMRC will only let us act on your behalf if we have been registered as your agent. This is a straightforward process but can take a couple of weeks for them to process

Step 7

Access Bookkeeping Software

We will set you up with the right accounting software. If you are already using accounting software you will simply need to invite us in. We can provide step by step instructions as to how to do this

Let's get started

If you want to have a chat about how we may be able to help you, the first thing to do is to get in contact. Call us on 02380 989118, email us at [email protected] or get in contact using the simple form below