Engagement Meeting
The first step is scheduling an engagement meeting with our Managing Director, Luke. During this meeting, we'll delve deeper into understanding your unique needs, goals, expectations and how we can help.
We're thrilled to have you parter with us. Our onboarding process is designed to be seamless and efficient, ensuring that you receive the personalised attention and assistance you deserve right from the start. Below, you'll find a step-by-step guide outlining the simple yet comprehensive steps to get started with our services.
The first step is scheduling an engagement meeting with our Managing Director, Luke. During this meeting, we'll delve deeper into understanding your unique needs, goals, expectations and how we can help.
After we've had a chat you'll get a customised proposal outlining a comprehensive suite of services tailored specifically to your goals. With transparent pricing and detailed service descriptions, our proposal ensures clarity and alignment every step of the way.
Once you've looked over the proposal and given it the green light with a quick e-signature, you'll be emailed with the next steps. You'll need to create an account on our portal and enter some initial information.
If you've opted for one of our accounts packages, you'll get exclusive access to one of our Xero partner plans to use in your business at no extra cost. All you need to do is create an account and link your bank.
Dext is our receipt processing solution. If you've added this onto your proposal, you'll get a email to create your account. You'll also get a text to download the mobile app (apple and android).
For business that run employees through a registered payroll, you'll have access to BrightPay. You'll need to create an account. If you're moving from another accountant, we'll add the historic date to the portal.
In order for us to be your agents, we need two things. Your UTR number and a 64-8 authorisation. If you don't have a UTR, we'll apply for you. If you've got a UTR, we'll apply for a code to be posted to you which you should forward to us once received.
Have a current accountant? Don't worry, we can handle the awkward conversion and transition of your past documentation such as accounts and tax returns.
We keep the onboarding process as easy as possible to ensure a smooth transition. That's why so many of our clients join us! If you have any questions or concerns, please do not hesitate to contact a member of the team.
Get started with a free consultation to find out how we can help.