Becoming a Client

Becoming a Client

At Sharon Wray Accountancy Services, we offer a free no obligation initial consultation to discuss your business requirements and how we can work together going forward.

To switch accountants it’s a 4 step process.

1

HANDOVER

With your authorisation our team will contact your current accountant for professional clearance on your behalf to ensure a smooth handover.

Becoming a Client
2

CHECKS

To comply with money laundering regulations our team we will need to confirm your identity and proof of address with either your passport or driving licence and a copy of a recent utility bill.

Becoming a Client
3

LETTER OF ENGAGEMENT

We will sign a letter of engagement so that both parties have a clear understanding of their responsibilities.

Becoming a Client
4

AUTHORISATION

Finally, we will need to be authorised by HMRC to act as your new accountant. Our team will organise this process and HMRC will write to you with the necessary codes to enable authorisation.

Becoming a Client

BOOK A FREE CONSULTATION

Book your FREE accountancy consultation today by contacting Sharon Wray Accountancy Services on 01953 687077 or by email: accounts@sharonwray.co.uk, booking an ONLINE APPOINTMENT or alternatively fill out the online contact form.

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