Becoming a Client

Becoming A Client

I 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:


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


To comply with money laundering regulations I 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.


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


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