Day 1

Discovery Call

• Book your 'discovery call'
• We find out about your business
• We discuss your goals and values
• We show you how we can help you
• If we're a fit, we provide a proposal for our services

Week 1-2

Groundwork

• You sign the proposal
• We complete the necessary admin
• We contact your previous accountant to transfer required info
• We notify HMRC that we are your accountants
• You have a 'welcome call' with one of our senior team

Week 2-3

Set-Up

• You meet your bookkeeper
• We get your bookkeeping system set-up
• We begin any backdated work and iron out any historical creases
• We set expectations on all the key deliverables