Xcountant®

Xcountant®Xcountant®Xcountant®

Xcountant®

Xcountant®Xcountant®Xcountant®
  • Home
  • Services
    • Bookkeeping services
    • Micro-entity accounts
    • Year-end accounts
    • Personal tax service
    • Dormant companies
    • Accountants reference
  • Packages
    • Starter packages
    • Standard package
    • Premium packages
    • Compare packages
    • Business package
    • Legal package
  • About
    • About us
    • Accountant fees
    • Our client advice
    • Regulatory info
    • Hire an accountant
    • Xero accounting
  • Contact
  • More
    • Home
    • Services
      • Bookkeeping services
      • Micro-entity accounts
      • Year-end accounts
      • Personal tax service
      • Dormant companies
      • Accountants reference
    • Packages
      • Starter packages
      • Standard package
      • Premium packages
      • Compare packages
      • Business package
      • Legal package
    • About
      • About us
      • Accountant fees
      • Our client advice
      • Regulatory info
      • Hire an accountant
      • Xero accounting
    • Contact
  • Home
  • Services
    • Bookkeeping services
    • Micro-entity accounts
    • Year-end accounts
    • Personal tax service
    • Dormant companies
    • Accountants reference
  • Packages
    • Starter packages
    • Standard package
    • Premium packages
    • Compare packages
    • Business package
    • Legal package
  • About
    • About us
    • Accountant fees
    • Our client advice
    • Regulatory info
    • Hire an accountant
    • Xero accounting
  • Contact

CLIENT ONBOARDING PROCESS

client, onboarding, process, accountants, online, cloud, Zoom, Skype

Client Onboarding Process

Welcoming new clients into our accounting firm and dealing with their enquiries as efficiently as possible, but, how does it work? Well, we invest in onboarding, training and support to be able to offer a fast and hassle free onboarding process. We are a paperless accounting firm (we do not keep any paper records). We store, manage, and process your documents in a digital format. Nothing too complicated, as long as you have an email address you are good to go. Here are the 5 easy steps of our client onboarding process:

Step 1. Get in touch with us, let us know how we can help:

Give us a call, drop us an email or complete one of our online forms. At this stage we will discuss your requirements and tell you how we work, our services, fees, etc. We can meet with you on Microsoft Teams, Zoom or perhaps in person? whichever suits you the best.

Step 2. Accounting services proposal, payment plan:

If you are happy with our Proposal and the payment plan, we will prepare and send you our Letter of Engagement, outlining the services we discussed, along with our Terms of Business. We work with AdobeSign. It is easy to review and sign our documents.

Step 3. Acceptance of proposal and letter of engagement:

Once you accept our Proposal and agree to our Letter of Engagement together with our Terms of Business, you will get to the final stage of our client onboarding process; invoicing and payment.

Step 4. Payment by bank transfer, card or direct debit:

You will need to make your payment by bank transfer or set up a direct debit if you choose to pay monthly. Alternatively,  you can pay by debit or credit card. We accept American Express, MasterCard and Visa. Our low monthly payments allow you to spread the cost of services over the year.

Step 5. Commencement of work, adding your organisation to Xero:

Once the engagement is completed, we add your organisation to Xero and invite you in. If you are an existing Xero user, we will explain your options and help you to choose the right edition.

client, onboarding, process, accountants, online, cloud, Zoom, Skype, London
Welcoming you into our accounting firm

Client Onboarding Process

Our business has an effective client onboarding process. We are committed to help you every step of the way as we work with you to understand your business and accommodate your specific needs. Get in touch to find out more.

Get in touch

Disclaimer: The information and opinions provided on this website are for general information purposes only and are not intended to constitute professional advice. XCOUNTANT COMPANY LTD is a company registered in England and Wales.

Copyright © 2019-23 Xcountant®

  • File accounts
  • Book a consultation
  • Client onboarding
  • Get a quote
  • Feedback

Privacy notice

This website uses cookies. By continuing to use this site, you accept our use of personal data in accordance with our Privacy Policy.

Close