Switching to us
Whether you want a more hands-on service, you’re looking for a fresh perspective, or you’ve outgrown your traditional accountant, we make switching easy and make sure that your onboarding experience is stress-free.
The road to working with your new finance team is mapped out in three easy steps below. We will ensure that your details are transferred securely, and we’ll take care of HMRC and Companies House, too.
Book a call with us
We make switching to us as seamless as possible, and we do all the heavy lifting for you.
Switching to us is easy
Like what you see? Switching to my finance function is a lot easier than you might think. We contact your existing accountants to get all the documentation that we need to start working with you, and we make all the necessary arrangements with HMRC to let them know that we’re your new agents.
Call or email us so that we can discuss your business and what we can do for you. We'll guide you through our service package options.
Let your previous accountant know that you're moving. You won't need to do anything else.
Sit back and relax - we'll send you our engagement letter and we'll take care of HMRC and Companies House.
Onboarding
What does your first 60 days with my finance function look like?
0 - 15 days -
Engagement
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Engagement letters
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Direct debit setup
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Scope & discovery
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Software invites & setup
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Data gathering
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(UTR, VAT no, PAYE ref, auth codes, etc)
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30 - 45 days
Healthchecks
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Finance process review
-
Cleanse existing data
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Chart of accounts restructure
60 days +
Full service
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Ongoing service
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Continuous improvement
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HMRC agent authorisations
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Set out initial requirements
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Set up initial workflows
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Introduce your team
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Management information/KPI's requirements session
15 - 30 days
Authorisations
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Build management information reports
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Transaction processing & catch-up
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Set up automations and rules
45 - 60 days
Setup & integrations
Get in touch or book a meeting!