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Our Onboarding Journey

A transparent overview of our onboarding process

01

Complimentary 30-Minute Discovery Call

  • Lets discuss your business, goals, and how we can help

02

Follow-up Email (within 24 hours)

  • Summary of our discussion

  • Next steps clearly outlined

  • Confirmation of tailored fees

03

Confirmation & Queries

  • Email or optional 15-minute video call to finalise any remaining questions

04

Formalities & Compliance

  • Engagement Letter: Easy-to-sign electronic document confirming our agreement

  • 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

  • Deep dive into your business's finances and needs

  • Setup of accounting/bookkeeping software if needed

  • Advice & integrations to streamline your record-keeping 

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