What to expect from
working with us

Weeks 1 – 4

The “boring stuff” (Engagement documents)

Gathering info and obtaining professional clearance from your current accountant

Register as your agents with HMRC

"Understanding You" call with Client Manager

Weeks 3 – 6

Set you up with your cloud software

Set-up direct bank feeds

Initial training on invoicing

Paperless document solution

VAT & Payroll set-up (if applicable)

Weeks 6 – 10

Deductible expenses advice

Further cloud software training (if requested)

Service quality feedback

Weeks 12 – 14

First set of Management Accounts

Quarterly review

Estimation of tax liabilities