On Boarding Checklist

We’re delighted that you’ve chosen to work with us and can’t wait to get started!

In order to get going as quickly as possible there are various bits of information we need from you.  They will help us:

  • Get our systems and processes up and running, so we can help you more efficiently;
  • Complete ID checks as required by law (sorry bit boring!);
  • Request authority from HMRC to speak with them on your behalf;
  • Gain consent to send you our latest marketing, advice and support emails; and
  • [If needed] contact your previous accountant to enable a smooth handover.

If you’re unsure about any of the questions, let us know.  Many don’t have to be answered now but of course the more we can get, the quicker we can start helping you!

On Boarding