How We Work
We keep the process straightforward, from your initial enquiry through to ongoing accounting support.
Initial Consultation
We begin by understanding your circumstances, your business and the services you require. We discuss your accounting needs and how we can support you.
Client Verification & Due Diligence
Before accepting an engagement, we complete the appropriate client identification, AML and due diligence checks. The information required will depend on your circumstances and the nature of the engagement.
Engagement Letter
Once the services have been agreed, we provide a written engagement letter setting out the scope of our work, your responsibilities, our responsibilities and the applicable fees and terms.
Records & Information
We request the financial records and supporting information required to carry out the agreed work. If you are switching from another accountant, we will handle professional clearance and liaise directly with your outgoing accountant with your written authority.
Preparation & Review
We prepare your accounts, tax returns, VAT returns, payroll or other agreed services using the information provided. We review the work and contact you if clarification or further information is required.
Approval & Filing
Where applicable, we obtain your approval before submitting the relevant accounts, returns or filings to HMRC, Companies House or another appropriate authority.
Ongoing Support
We remain available to provide ongoing accounting and tax support in accordance with the services agreed in your engagement.
What You May Need to Provide
Depending on your circumstances and the services required, we may ask for:
- Proof of identity and address
- Business or company details
- Directors, shareholders and beneficial ownership information, where applicable
- Information required for client due diligence and AML checks
- Previous accountant's details, where applicable
- Accounting and bookkeeping records
- Bank statements and supporting financial documents
- Previous accounts and tax returns, where applicable
- VAT and payroll records, where applicable
We will confirm exactly what information is required and how to provide it securely.