All aboard – our easy onboarding process
Thinking about switching accountants? The process and the onboarding may be putting you off. Lucy Parker, from the Page Kirk team, understands that switching accountants can be a daunting decision, but offers some reassurance that it will be plain sailing.
Whether you're a business owner or an individual seeking guidance for your finances, finding the right accountancy firm can seem like an overwhelming decision to make. At Page Kirk, we pride ourselves on providing a smooth switching and onboarding process for all new clients, ensuring that you feel confident and supported from day one.
Joining a new accountancy firm can feel like a big decision. Whether you're changing your current accountants, starting a new business, or simply looking for some guidance and assistance with your personal finances, finding the right accountancy firm can seem as if you're swimming in a vast ocean of choices.
Here at Page Kirk, we understand your apprehensions. When you decide to join us, we take this with great pride and aim to make your onboarding with our firm as smooth sailing as possible.
We want you to know that you're in trustworthy and reliable hands, and that you are joining a firm who is going to be there to support you now and into the future.
Switching to Page Kirk accountants
You may think that switching your accountants is going to be a hassle and time consuming, but with Page Kirk your transition will be as seamless as possible. We contact your existing accountants to make all the necessary arrangements to get the documents and paperwork that we need to start working for you, and we arrange the transfer of all the necessary agent authorisations with HMRC.
Stage 1 - Have a chat with us.
Stage 2 – Tell your current accountants you are moving, you don't need to ask or tell them anything else.
Stage 3 – Leave the rest to us.
Page Kirk's onboarding process
We aim to provide the very best service from the moment a client joins our firm, and we gather all the important information and details we need from the outset.
We partner with SmartSearch to ensure that our onboarding procedure covers all of the anti-money laundering and know your customer checks which are required by our regulatory bodies. SmartSearch performs a soft check which does not affect your credit score in anyway. It allows us to verify individuals' identification in a quick and easy way,. which eliminates the need for taking copies of passports and drivers' licences..
Once our checks have been carried out, we then send you our engagement letter, which helps you understand what both parties' responsibilities are so that we can work well together.
We send all correspondence via our secure digital portal, where all documentation can be signed and returned to us in one space. This is super-fast and efficient, and also helps cut down the “paper trail” if you're looking to keep hard copies to a minimum.
Once all is in order, Page Kirk is 'full steam ahead' in providing any assistance, guidance and support in your financial matters.
Contact us to find out how we can help you and your business. Call 0115 955 5500 or email enquiries@pagekirk.co.uk.