What We Need From You

Everything we do is aimed at providing you with the best financial information as quickly as possible. We can only do this with your support - specifically this means we need three things from you:

• Response to Questions

• Access

• Following process

By doing the above, you will maximise the service we are able to deliver and therefore enhance the subsequent positive impact on your business.

Please take your time to read the following pages. as they are crucial in your understanding of what we will require from you, and when.

Getting Started

Onboarding

NA Deadline: 90 days

What We Need From You:

All information and access requested

Why It Is Important

Benefit from services at the earliest possible opportunity

Missed Deadline Effects

Delayed delivery of services. Persistent missed deadlines will result in a change of services

Previous Accountant

NA Deadline: ASAP

What We Need From You:

In certain instances, where your old accountant delays sending the information we need, we may need you to contact them to escalate the chase

Why It Is Important

To receive all information required to meet all relevant key deadlines

Missed Deadline Effects

Delayed delivery of current year end carried out by NA and/or unable to carry out promised services

Payroll Onboarding

NA Deadline: 28 days after signed proposal

What We Need From You:

Follow the process explained by our Payroll Manager in your training session

Why It Is Important

To ensure your payroll is set up in a timely manner and you have a clear understanding of the process you need to follow

Missed Deadline Effects

Fines from HMRC/Pension Regulator for late filings and pension uploads. Delays in processing payroll