Onboarding Process

Knowing everything beforehand can help you make the right decision for you so we’ve provided our onboarding guide so you know what to expect.

Our Process

View Our Packages

We like to be transparent with our services so you will find our available packages here.

Complete Enquiry Form

Tell us your bookkeeping needs here and we will reply within 24 hours.

Services Agreed, Letter of Engagement & Contract Sent:

Once the service is decided we will send an electronic Service Agreement Contract to be signed together with a Letter of Engagement explaining the requirements needed for Client Due Diligence and Anti-Money Laundering.

Invoice Sent & Payment:

We send invoices promptly and invoices need to be paid in advance of work commencing. 


  • Chart of Accounts Review - Custom coding to suit your business and reporting needs
  • Contacts Updated - No more duplicated contacts and mismatched payments
  • Reminders - no unexpected brown envelopes from HMRC
  • Paperwork attached to transactions - it is a legal requirement to keep copies of financial paperwork
  • Board Meeting Reports - present accurate and clean data to your Board
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