Complete records, on time
We can only work with what we are given. Records supplied close to a deadline limit what we can do and may attract a late-instruction charge, always agreed in advance.
New clients
What happens after you say yes.
Onboarding is where most professional relationships start badly. Ours is a defined process with a checklist, so nothing gets missed and you always know where you are.
- Clear steps and timings
- One checklist, sent to you
- Engagement letter before any work
Onboarding
The six steps
- 1
Free consultation
We talk through your business, your deadlines and what you need. Nothing to pay, nothing to sign. Around 45 minutes, in person or by phone.
- 2
Written proposal and fixed fee
You receive a written proposal setting out the exact scope of work, the fixed fee, and what is specifically not included. Usually within two working days.
- 3
Engagement letter
The formal agreement between us: scope, fees, responsibilities on both sides, and how either of us can end it. You sign before any work begins.
- 4
Identity checks
Anti-money-laundering regulations require us to verify the identity and address of clients and beneficial owners. Photo ID and a recent utility bill or bank statement.
- 5
Records and authorisations
You send the information on the checklist. We set up HMRC agent authorisation and, where you are switching, request professional clearance from your previous accountant.
- 6
Work starts
You get a named contact, your deadline dates in writing, and the date your first piece of work will be ready.
Your checklist
What we will ask you for
We send a tailored version of this, but broadly:
Everyone
- Photo ID (passport or driving licence)
- Proof of address dated within three months
- National Insurance number and UTR if you have one
- Previous accountant’s contact details
- Last set of accounts and tax return
Businesses
- Business bank statements for the period
- Sales invoices and purchase invoices or receipts
- Loan, lease and asset finance agreements
- Payroll records if you employ anyone
- VAT registration details and scheme
- Access to your bookkeeping software
Landlords
- Address and purchase details of each property
- Rental statements or agent statements
- Mortgage interest certificates
- Invoices for repairs and improvements
- Details of joint ownership
How long it takes
Consultation to proposal: 1–2 working days
Proposal to engagement letter: same day once you confirm
ID checks: usually within 24 hours
Professional clearance: typically 1–3 weeks, driven by your previous accountant
First work delivered: agreed in writing at the proposal stage
Why the ID checks
We are required by the Money Laundering Regulations to verify who our clients are. Every regulated accountancy firm must do this. It is not a judgement on you and the information is held securely under our Privacy Policy.
Your responsibilities
What we need from you
A professional relationship works both ways. So it is clear from the start:
Tell us when things change
A new company, a property purchase, a change in marital status, a big one-off gain. These change your tax position and we would rather hear early.
Approve before we file
Nothing is submitted to HMRC or Companies House without your approval. The return remains legally yours, so please read it.
Let’s take this off your plate.
A free, informal, no-obligation conversation. Bring your questions — leave with a fixed-fee quote.