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. Since the start of the pandemic most of these have been conducted via a video call (Zoom) but we can do these over the phone if you prefer. Face to face meetings will be back on the agenda when restrictions allow.
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 detailed proposal document via email, which will describe the services being offered and itemise the fees for each one, including both both routine and one-off assignments.
If the proposal is accepted, if you have an existing agent we will contact them directly, otherwise we move straight on to onboarding you as a client. Our engagement terms are approved along with the proposal so the remaining tasks consist of an online ID check, which also contains a form to gather personal data (securely), 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.