Fees
Since all our clients differ in their requirements, we will be able to assess all of your requirements after an hour's free consultation and then agree a fee.
We can:
Invoice you hourly orFix a monthly feeIf you require a quote for your company, we are but a phone call away, or simply fill in the Request Form and we will respond directly.
Signing up
All new clients will be required to sign a ‘Letter of Engagement’ which is a simple agreement between myself and you. The agreement will list out the work I will undertake for you and the frequency of the work, along with the terms of payment. You will be required to sign two copies of this and return one, prior to the commencement of any work.
My professional body, the Institute of Certified Bookkeepers, was given Supervisory Status by HM Treasury to regulate its members and ensure their compliance with the law under the Money Laundering Regulations 2007 and the Proceeds of Crime Act 2002.
Initially, the main thing that I must do is confirm the identity and address of all my clients (even if they have been known to me for many years), and keep documentary evidence of this in a file.
If you are a sole trader, I will need to take copies of your passport and a utility bill.
If you are a limited company, I will need to see the following;
Certificate of IncorporationRegistered Office detailsList of Directors & Shareholders and identification of eachIf you have an Accountant, I will require a letter from them on their headed paper confirming your identityDetails of your VAT and PAYE Schemes, reference numbers etc
