Book a discovery call
Firstly, we’ll get to understand you and your business, including the opportunities and challenges you are facing and the areas we believe we can add value in order to help you achieve your business goals.
Fee Proposal & Letter of Engagement
Based on our discovery call, we’ll send over an itemised list of the services we’ve discussed so you know exactly what you are getting and what we are bringing to the party (we can also provide cake!).
All our fee’s are agreed in advanced, and with our monthly payment schedule there are no large bills at the end of the year.
Professional Clearance
If you are moving across from another accountant, we’ll write to them for professional clearance and request all relevant and available information. We always ask to give them a heads up first!
Onboarding
Once the letter of engagement is signed, we’ll send over our online onboarding form to complete and an ID request so we can fulfil our AML compliance checks.
