What to Expect When You Join Charles & David Accountants
Charles and David make getting started simple and stress-free. Here’s how they welcome you on board, with clear steps, expert support, and a smooth transition from day one:
Discovery Call / Initial Consultation
At Charles & David Accountants, the onboarding process starts with a discovery call or initial consultation. This is where we learn about your business, your current financial systems, and what specific support you need from us. This conversation helps us understand how we can best serve you and what goals you want to achieve.
Anti-Money Laundering (AML) Checks
Next, we conduct necessary Anti-Money Laundering (AML) checks to comply with legal regulations. This process involves verifying your identity and collecting essential documents to ensure that all compliance requirements are fully met before proceeding further.
Optional Software Training
If required, we offer software training tailored to your needs, such as how to use Xero for bookkeeping or payroll. This training helps you become comfortable with the tools we use so that you can easily upload receipts, view reports, and stay informed about your financial position.
Ongoing Support
Finally, we ensure ongoing support and communication. We are available via email, phone, or video calls to assist you with any questions or concerns. We monitor your accounts proactively and provide continuous support to help you focus on growing your business with confidence.
Proposal & Engagement
After the discovery call, we prepare and send you a tailored proposal that outlines the services we recommend, and the pricing involved. Once you review and agree to the proposal, we will provide a digital engagement letter for you to sign, which formalises our partnership and sets clear expectations from the start.
Onboarding & System Setup
Once the compliance checks are complete, we begin the onboarding and system setup phase. This includes gathering your existing financial documents and data, setting up or integrating any accounting software needed, and connecting your systems with ours to create a seamless workflow.
Commencement of Services
With systems set up and training complete, we commence the agreed accounting services, including bookkeeping, payroll, VAT returns, or CIS management. Throughout this stage, we provide you with regular updates and financial reports, so you always have clear visibility of your business performance.