Our client
onboarding
experience
​1. DISCOVERY MEETING
- book your discovery call
- we understand more about your business
- we meet face-to-face, we share our own values
- we discuss your goals and values
- we explain how we can help you achieve your goals
- we present a proposal - you can see how it's prepared
​2. WE DO THE ADMIN
- you agree the proposal
- we complete admin bits and pieces
- we inform your previous accountant and manage the handover of documentation
- we complete HMRC authorisations
- you meet your client manager
​3. CONFIGURATION
- you meet your bookkeeper
- we connect all your accounting and sales apps
- we ensure legacy issues are documented and/or resolved
- we agree our starting position with you so there are no surprises
- you and your team can access their payslips each month
- our bookkeeping team processes your transactions every month and we file your VAT returns
- we connect with you to check how things are going with your business
- you receive your welcome gift in the post