WHAT HAPPENS NEXT?

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

STEP 1 – Please use the link to set up your monthly payments via GoCardless: SET UP GOCARDLESS PAYMENTS

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

STEP 3 – We’ll get in touch with your last accountant and sort EVERYTHING! And don’t worry, they’ll still speak to you 🙂

STEP 4 – 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.