Join Sync Accountants

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Client Onboarding Form

Client onboarding timeline

Day 1

Discovery

  • Schedule an initial meeting to discuss your business needs.
  • We find out about your business
  • We discuss your goals and values
  • We show you how we can help
  • If we’re a fit, we provide a proposal for our services

Week 1

Groundwork

  • You sign the proposal
  • We complete the necessary admin
  • We contact your previous accountant to transfer required info
  • We notify HMRC that we are your accountants

Week 2-3

Set-Up

  • We get your bookkeeping system set-up
  • We begin any backdated work and iron out any historical creases
  • We set expectations on all the key deliverables

Month 1 +

Systems On

  • We handle your ongoing bookkeeping & quarterly VAT returns
  • We send you reminders of upcoming tax and filing deadlines
  • We touch base to support your business