Client onboarding
Switching accountant should feel organised, not disruptive. Here is how we take over.
Introductory meeting
We learn about your business, systems and deadlines.
Proposal & engagement
Clear scope, fees and start date in writing.
Professional clearance
We contact your previous accountant for a professional handover.
Information gathering
Access to software, bank feeds, prior accounts and HMRC authorisations.
Go-live
We pick up bookkeeping, payroll, VAT and filing calendars as agreed.
What we usually need from you
- Latest accounts and tax filings
- Access to your accounting software (or exports)
- Payroll details if we are taking payroll on
- HMRC Agent Authorisation where required
- Key contacts and preferred communication channels
Read our insight on switching accountant smoothly.