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The onboarding process is designed to be as hassle-free as possible.

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Initial Stages for New Clients

We've broken down the initial stages, which apply to all new clients, for you to work through below

Set Up Your Direct Debit

Click the button below to start setting up your direct debit.

Click here

Complete the Onboarding Checklist

Click the button below to be taken to the onboarding checklist.

Click here

Upload Your ID Documents

Click the button below to upload your ID documents.

Click here

Once those initial steps have been completed, we'll do some onboarding work on our end, and be in touch via email to touch base as soon as possible.

Let's Get Started!

We can't wait to start working with you, so that you can get back to what you love doing!

We've detailed out the next few steps below so that we can get underway as swiftly as possible.

Step One

  • Proposal Accepted

  • Onboarding Checklist Completed

  • AML Checks

  • Request Info from Previous Accountant

Step Two

  • Process Info from Previous Accountant

  • Set Up on Job Systems

  • Access to Client Portal

  • Payroll Info to Provider

Step Three

  • Receipt Capture Set Up

  • Xero Software Set Up

  • Training Videos Sent

Step Four

  • The Real Work Begins!

  • Bookkeeping, VAT, Payroll

  • Business Coaching First Session

  • Management Reporting

Step Five

  • Ongoing Support & Accountability

  • Regular Check Ins

Please get in touch if you have any further questions - we aim to make this onboarding process as easy as possible for both sides!