Step 1: The first step is to ask you to sign a Letter of Agreement. We feel it’s important that both parties have a clear understanding of their responsibilities so there are no misunderstandings going forward. The agreement will detail what services we will be providing and what input we need from you.
Step 2: The next step is to sit with you and go through the money laundering regulations. We will need you to confirm your identity and proof of address by providing a copy of a recent utility bill and a driving licence or passport.
Step 3: Finally, we’ll need to be authorised with HMRC to act as your new accountants. HMRC will provide the necessary codes to enable authorisation which they will post to your home address. Once you receive them, simply forward them on to us, so we can complete this process.
Step 4: Once all the above has been completed, we can begin to act as your accountant.