Step 1: 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 provide and what you should expect to contribute.
Step 2: We will meet to review the money laundering regulations and confirm your identity and proof of address with a copy of a recent utility bill and a driving license 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 working as your accountant.