Our Onboarding Journey
A transparent overview of our onboarding process
01
Complimentary 30-Minute Discovery Call
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Lets discuss your business, goals, and how we can help
02
Follow-up Email (within 24 hours)
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Summary of our discussion
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Next steps clearly outlined
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Confirmation of tailored fees
03
Confirmation & Queries
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Email or optional 15-minute video call to finalise any remaining questions
04
Formalities & Compliance
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Engagement Letter: Easy-to-sign electronic document confirming our agreement
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Anti-Money Laundering (AML) Checks: Quick, secure identity verification as required by regulations
If switching from another accountant -
We'll professionally handle the transition by sending a clearance letter to your previous accountant
05
Strategy & Setup Call
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Deep dive into your business's finances and needs
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Setup of accounting/bookkeeping software if needed
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Advice & integrations to streamline your record-keeping