Your onboarding steps
We’re delighted you’ve chosen the DNA team to support you!
Here you’ll find all the information you need about what happens next. For us to crack on with the work, there are some important onboarding steps we need you to complete.
WHAT HAPPENS NEXT
You get professional clearance from your previous accountant
The process is kicked off when you notify your accountant you’re switching over to DNA. Don’t worry! We can give you the wording for a professional and seamless transition.
We get authorisations from your previous accountant and HMRC
We get all the ‘accountanty things’ we need – accounts, VAT, payroll, info, technical things, codes. This allows us to talk to HMRC and Companies House on your behalf.
You fill in a new client form to give us all the info we need
We ask for all the necessary info in one fell swoop. Using an online form you’ll provide us with personal and business details, and include copies of important documents we’ll need.
You’ll have your first onboarding call with a bookkeeper – woohoo!
In this call you’ll be run through all the bookkeeping basics. We’ll walk you through how we run your bookkeeping and what you need to do monthly to have healthy accurate books.
You’ll have regular check-ins throughout the year
Month 1
We’ll check onboarding is running smoothly
Month 2
Your first profitability and accounts check
Month 6
Another P&L and balance sheet check and forecast end of year tax
Month 12
We’ll check in before year end for a tax filing/saving meeting
WHAT HAPPENS NEXT
You get professional clearance from your previous accountant
The process is kicked off when you notify your accountant you’re switching over to DNA. Don’t worry! We can give you the wording for a professional and seamless transition.
We get authorisations from your previous accountant
We get all the ‘accountanty things’ we need – accounts, VAT, payroll, info, technical things, codes. This allows us to talk to HMRC and Companies House on your behalf.
You fill in a new client form to give us all the info we need
We ask for all the necessary info in one fell swoop. Using an online form you’ll provide us with personal and business details, and include copies of important documents we’ll need.
You’ll have your first onboarding call with a bookkeeper – woohoo!
In this call you’ll be run through all the bookkeeping basics. We’ll walk you through how we run your bookkeeping and what you need to do monthly to have healthy accurate books.
You’ll have regular check-ins throughout the year
Month 1
We’ll check onboarding is running smoothly
Month 2
Your first profitability and accounts check
Month 6
Another P&L and balance sheet check and forecast end of year tax
Month 12
We’ll check in before year end for a tax filing/saving meeting
HELPFUL ADVICE AND RESOURCES
KEEP YOURSELF ON TRACK WITH YOUR ONBOARDING CHECKLIST
GOT QUESTIONS WHILE WE GET YOU SET UP?
KEEP AN EYE ON YOUR EMAIL
You’ll hear from us in a couple of days to confirm we’ve received everything and finalise date & time for your onboarding call. We look forward to getting stuck in and helping you achieve your goals!
