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We engage closely with your managers to gather all the information necessary to design and Implement a tailored online accounting solution
Our team sets up your service based on the design specification and then handles the accountant transfer and HMRC registration process
Document submission, returns and archiving strategy is established and documented
We train your users to use our online system and implement procedural templates to streamline your accounts function
We adopt a structured best practice approach when delivering a client solution that consists of discreet phases for :
The business review and requirements scoping exercise will define the level of service and system functionality that the business requires however, the following standard services / functionality can be considered as a typical base package with sector specific additional and optional services / functionality outlined thereafter.
Standard General Business - Base Package
Optional Services & Functionality
Additional Services & Functionality for Specialised Business Sectors
Legal / Law Firms
Following our free business review and requirements gathering exercise we complete the following setup activities
The specified online accounts system is setup, configured and deployed based on the specification defined from the requirements gathering exercise
We contact your old accountant and obtain accounts closing balances and history of prior HMRC / Companies House submissions
We contact HMRC and register as your new agents for Corporation Tax, VAT, PAYE and Self Assessment
Reporting specifications defined from the requirements gathering exercise are setup and deployed in a tailored reporting package
Simply scan / email or post us your paperwork & documents at the end of the agreed period and we will process the paperwork and update the accounts and reports in line with the agreed timeline.
If you have opted for the document management service, we will scan all documents and allocate to the online accounts transactions and archive in our secure storage facility
We provide full training to all users registered to use our online accounts system and provide documented user guides
We implement a range of procedural templates that integrate with our online accounts system and streamline the accounting function
The online accounts system is deployed and configured, users are trained and the document submission procedures have been established.......... You can now experience the 1st class accounting service that we provide.