We need to gather some key information from you to ensure the data in our systems is complete and accurate from the outset. We will send you a link to an online form. We will pre-fill any information we already have, so all you need to do is provide the remaining information.

Our engagement letter outlines our standard terms, and the agency form gives us authority to act on your behalf with third parties. We will send these documents to you for e-signing through our digital signing software.

We are required to obtain and verify certain information to meet our legal requirement under the Anti-Money Laundering and Countering Financing of Terrorism Act 2009. We have invested in software to make this as easy as possible. Our administration team will send you a link to complete these checks.

If applicable, we will coordinate with your prior accountant to obtain ethical clearance and facilitate a smooth transition of your accounting software subscription and relevant information to our firm.