What does the process look like for each service?

Answer

Visit our Process Maps page where each service has been mapped visually so that you can get a quick overview of timeline, which tasks we do (on the right hand side in pink), and what you would need to do (on the left hand side in grey).

For each of the processes (apart from new client enquiries) for the tasks that we need you to do (most commonly uploading documents and confirming yes/no if something applies to you), you will receive an electronic checklist to make it simple for you to provide the information we need and when to do it. This is the same tool we use to keep track of your work and deadlines.

Other FAQs in this category

See how we can work together

Get in touch today. Talk to one of our accountants to see how we can help save you time.

Get in Touch
Thank you! You'll receive an email straight away from us with next steps and a link for booking a call.
If you've not received it, please check your spam.
Oops! Something went wrong while submitting the form.