New? Let’s Get Onboarded
Now that your service plan is sorted, it’s time to get you onboard. Here’s what we need from you:

• Complete the onboarding questionnaire.
• Set up your payment details.
• Invite us into any existing software you use to manage your business finance and accounting.
• If you had a previous accountant, there’s space on the onboarding questionnaire to provide their details. We will contact them for a handover.