Company onboarding

This schedule sets out the scope of services we will provide.

The purpose of this schedule is to clearly define what is and is not included in the scope of our work.

This schedule should be read in conjunction with our engagement letter and our standard terms of business.

As part of our agreed services, we will:

• Request and obtain the necessary identification and onboarding information in line with anti-money laundering (AML) requirements
• Send a professional courtesy communication to your previous accountant (where applicable)
• Register as your authorised agent with HMRC for the relevant taxes (e.g. Corporation Tax, VAT, PAYE)
• Request access to your existing bookkeeping/payroll software (e.g. QuickBooks or FreeAgent)
• Set up your client file, confirm key deadlines, and establish preferred methods of communication
• Review your current accounting/tax position at a high level to ensure we are fully briefed
• Review Companies House information and highlight any discrepancies.

Please note: this list is not exhaustive. Any work not specifically listed under "Included work" is deemed outside the scope of this engagement unless we have expressly agreed otherwise in writing.

Where additional work is required, we will advise you of the scope, our proposed fee, and obtain your agreement before proceeding.

The following work is outside the scope of this service unless separately agreed in writing:

• Correction or review of past accounting/tax errors or irregularities
• Historical bookkeeping or preparation of prior period accounts or returns
• Training on software use (unless separately agreed)
• Detailed review of contracts, loan agreements, or company structure for advisory purposes

Please note: this list is not exhaustive. Any work not specifically listed under "Included work" is deemed outside the scope of this engagement unless we have expressly agreed otherwise in writing.

Where additional work is required, we will advise you of the scope, our proposed fee, and obtain your agreement before proceeding.

You agree to:

• Provide requested documentation promptly (including ID, company records, UTRs, etc.)
• Facilitate a smooth handover from your previous accountant (where applicable)
• Grant us access to relevant accounting and payroll systems as needed
• Be open and honest about the company’s historical compliance and financial position

We agree to:

• Carry out onboarding professionally, efficiently, and in accordance with AML regulations
• Communicate clearly what we need from you and keep you informed of progress
• Take reasonable steps to identify any obvious gaps or risks before work begins
• Handle all client information securely and confidentially