RESOURCES
HOW IT WORKS?
Sign Up & Onboarding
Getting started is easy. Complete a short form with your business details, and we’ll schedule a welcome call.
We’ll take the time to understand your business, goals, you requirements, and current systems.
Your dedicated accountant will then request any documents needed and handle all the setup for you.
Get Set Up with Smart Software
We’ll provide access to intuitive, cloud-based accounting software—tailored to your business size and sector.
You’ll have 24/7 access to your financial data, invoices, receipts, and reports.
Your accountant works closely with you through the platform for easy communication and real-time insights.
Dedicated Accountant & Ongoing Support
You’ll be matched with an industry-experienced accountant who understands your sector.
They’ll take care of your bookkeeping, VAT, payroll, year-end accounts, and tax filings—so you don’t have to worry.
Expect proactive reminders, tax-saving advice, and strategic insights to help grow your business.
Sign Up & Onboarding
Getting started is easy. Complete a short form with your business details, and we’ll schedule a welcome call.
We’ll take the time to understand your business, goals, you requirements, and current systems.
Your dedicated accountant will then request any documents needed and handle all the setup for you.
Get Set Up with Smart Software
We’ll provide access to intuitive, cloud-based accounting software—tailored to your business size and sector.
You’ll have 24/7 access to your financial data, invoices, receipts, and reports.
Your accountant works closely with you through the platform for easy communication and real-time insights.
Dedicated Accountant & Ongoing Support
You’ll be matched with an industry-experienced accountant who understands your sector.
They’ll take care of your bookkeeping, VAT, payroll, year-end accounts, and tax filings—so you don’t have to worry.
Expect proactive reminders, tax-saving advice, and strategic insights to help grow your business.
SWITCHING TO US
At Charles & David, we make switching from your current accountant straightforward. From the moment you register, we manage everything for a smooth handover with minimal effort on your part.
Get Started with Registration
Begin by completing our registration process and signing our engagement letter. This officially appoints us as your accountant and allows us to act on your behalf
We’ll Handle the Handover
Once authorised, we’ll contact your previous accountant directly to manage the professional handover and collect all necessary records and information.
Seamless Setup & Support
We’ll finalise your setup, introduce you to your dedicated accountant, and ensure you receive ongoing support tailored to your business.
