How does it work?

Annual Accounts | Bookkeeping | Corporation Tax | Payroll | Self Assessment Tax | VAT Returns | Xero

Our client onboarding process

1) Get in touch with us

Give us a call, drop us an email or complete one of our online forms. At this stage we will discuss your requirements and tell you how we work, our services, fees, etc. We can meet with you on Zoom, Skype, or face to face, whichever suits you the best.

2) We prepare and send you our proposal

If you are happy with our fixed fee quote and ready to go ahead, we will prepare and send you our Letter of Engagement (by email), outlining the services we discussed, along with our Terms of Business (click on the button below to view our Terms of Business).

3) Accept the proposal

Once you accept our proposal and agree to the letter of engagement, which together with our Terms of Business,  you get to the final stage of the process. At this stage, we will send you our invoice with the bank details.

4) Pay the invoice

You make the payment. You will need to set up a Direct Debit if you choose to pay monthly. Our low monthly payments allow you to spread the cost over the year. Nothing to worry, you will be provided with a payment plan that suits your budget at the start of the engagement.

5) We set up your Xero account

Welcome on-board! Once the engagement is completed, we set up your new shiny Xero account and provide you with the credentials (or you invite us into your existing Xero account). Depending on the terms of the engagement, it is very likely that we will be taking care of everything for you.