Thank you for completing the new client form. The next steps are as follows:

STEP 1 – Please use the link to set up your payments via GoCardless: SET UP GOCARDLESS PAYMENTS. You will always receive an invoice at least 7 days before any payment is collected by direct debit.

STEP 2 – Upload your Identification Documents Here: UPLOAD ID DOCUMENTS.

STEP 3 – If you have provided us with your previous accountants contact details, we will get in touch with them and sort EVERYTHING! And don’t worry, they’ll still speak to you 🙂

STEP 4 –  If you already have an online accounting system, please add us as a user with advisor/full access permissions. If you do not currently use online accounting systems, We will install our accounting system, which comprises of…

  • Software – Xero set up & configured to track the performance of your business
  • Bookkeeping – Receipt Bank set up and integrated with your Xero account to increase the efficiency of your day-to-day financial admin

STEP 5 – We will then provide your Onboarding Session for us to define the goals of the business and provide training to you and any members of your team that you’d like to bring in with you.