How It Works – Getting Started
I aim to make getting started with me clear, straightforward, and stress-free. Here’s what to expect:
1. Free Initial Chat
We’ll have a friendly conversation (by phone, video, or email) to discuss your situation, answer questions, and explore how I can help.
2. Clear Proposal and Quote
I’ll prepare a detailed proposal outlining exactly what’s included, how long it will take, and the costs. If needed, we’ll fine-tune the details together before you decide to proceed.
3. Agreement & Onboarding
Once you’re happy to move forward, I’ll send you a simple Letter of Engagement for you to review and sign. This sets everything out in plain English, so you know exactly where you stand.
4. Sharing Information
To get started, I’ll need a few things from you:
- 12 months of bank statements
- Details of how many bank and credit card accounts you have
- When your books were last updated or handled by a bookkeeper
- When your accounts were last reconciled and categorised
- Proof of identity (for anti-money laundering checks)
- Access to your accounting software, if you already use one
I can work 100% remotely and communicate by email (my preference for clear record-keeping), but I’m also happy to arrange phone calls or messages if that suits you better.
5. Getting to Work
Once everything is in place, I’ll confirm the start date and begin work. I’ll keep you updated regularly, and you’ll always know what’s happening and when to expect your deliverables.
Professional Standards You Can Rely On
- AML supervised by HMRC
- Fully insured with £100,000 professional indemnity cover
- Member of the Association of Accounting Technicians (AAT) (student member)
👉 Book a Free Consultation to get started or ask any questions.