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Changeover Process
The Process is easy. We guide clients through this transition on a weekly basis.
Step 1 –
An initial meeting to determine your needs.
Step 2 –
When we have established that we can add value to your business, we will write to your current Accountant advising them of your intention to change.
Step 3 –
Following professional clearance, we request a copy of your accounting and tax records along with any paperwork they have belonging to you.