What to expect from
working with us
The first 4 - 6 months are crucial. You’ll hear from us regularly so that we can get off to an amazing start!
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
