Client Onboarding Process
Johnston Wood Roach Client onboarding

The only way to do great work is to love what you do

Steve Jobs

Steps to Becoming Our Client

Step 1
Initial Consultation

Schedule an initial consultation with our team to discuss your specific accounting needs, business goals, and challenges.

Step 2
Tailored Proposal

Based on the information gathered during the needs assessment, we will create a tailored proposal that outlines the recommended services, pricing, and timeline. For more information regarding our pricing, please click here.

Step 3
Onboarding Process

Once you accept our proposal and letter of engagement, we will guide you through a smooth onboarding process. This includes the following:
Obtaining ID from you for Anti-Money Laundering (AML) purposes.

Professional Clearance: If you have a previous accountant, we will initiate contact with them to request professional clearance. This involves exchanging necessary information and documentation to facilitate a smooth transition of your accounting services.

64-8 Authorising Your Agent Form: We will provide you with a 64-8 form, which authorises us to act as your agent for tax-related matters. This form allows us to communicate with HM Revenue and Customs (HMRC) on your behalf and handle your tax affairs effectively.

Next Steps After Appointment

Step 1
Welcome Meeting

After you become our client, we will introduce you to our team and discuss the specific details of our engagement.

Step 2
Begin our Partnership

Once the onboarding process is complete, we begin our partnership.

We will utilise our expertise to provide you with the accounting services you need, tailored to your specific requirements.

We are here to support you every step of the way, ensuring timely assistance and accurate financial guidance.

Step 3
Ongoing Support and Communication

Throughout our engagement, we will maintain regular communication and provide ongoing support whenever you need it.

Our team will be available to answer your questions, provide financial guidance, and keep you informed about any regulatory changes or opportunities that may impact your business.

Book your Discovery Call

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