New Business Enquiry
Whether your enquiry comes in by phone, by email, via the website, or face to face, the first thing we will do is make arrangements for your free initial consultation. Most of these are conducted face to face but we can do these over the phone if you prefer. During the consultation we will gather information about your business or your proposed business, provide some basic tax and bookkeeping guidance, and tell you about the firm and how we operate. We can also provide details of banks, solicitors, and other professionals that you might need. Finally, we can also combine these consultations with short demos of Xero, as we do these for free as well.
Following the consultation we will provide you with a quote, usually by email, for the services discussed, both routine and one-off.
If the quote is accepted, if you have an existing agent we will contact them directly, otherwise we move straight on to onboarding you as a client. This involves issuing engagement terms, conducting an ID check, and completing our appointment as agent with HMRC. We will also deal with setting you up for self-assessment if required. We’ll do as much of this online as we can so we can get through the formalities as quickly as possible and get down to the main business: delivering services to you.