Frequently Asked Questions
Do you have a question you would like to ask us? Perhaps we can answer it for you, checkout our FAQ’s below. If you still have something that needs answering, don’t wait get in touch.
You have a question? We have an answer.
The first meeting. A chance to put your cards on the table
Building a great working relationship starts by asking the right questions, listening carefully, exploring fully. We want to understand your needs, challenges and goals. And we need your thoughts on how you would like to engage us. Now is the time to talk about it.
Talking tech
Right up front, we’ll want to look at the technology you’re using. Or not using! We’ll assess where you’re at, what changes you might wish to make, what additions you could take on board. Whatever the case, we can train you and your team to make technology work in the most efficient way.
Not hard at all. Once we have agreed on a plan that’s right for you, we’ll complete AML and get you to sign a Letter of Engagement which sets out our terms and conditions. Then we’ll contact your existing accountant and organise the smooth transfer of any information. It is nice to end on a good note with your prior accountant so we do encourage you to let them know you are moving on however, we understand that sometimes this is not possible so in need can action the transfer and take care of everything for you.