How We Work with You
Hiring an accountant should feel clear, not uncertain. This page walks you through each step, from your first enquiry to being fully set up and supported as a Ledgerline client.
From first contact to being set up
- Make an enquiry: Tell us a little about your business or personal situation and what you need help with.
- Free chat: We have a short conversation to understand your needs and check whether we are a good fit for each other.
- Proposal: If we can help, we confirm what is included and how we will work together.
- Onboarding: We agree on the details, then you are set up as a client and we begin working on your accounts.
- Ongoing support: We stay available to answer questions and keep your finances on track.
What we usually need from you
Having the right information ready helps us get started quickly. Clients usually provide the items below. We will confirm exactly what is needed for your situation during onboarding.
- Business or personal details to identify your records
- Records of income and expenses for the period we are working on
- Bank statements for the accounts we need to cover
- Previous year's accounts or tax returns, where relevant
- Any correspondence from tax authorities or other official bodies
How we communicate with you
We believe you should always know where things stand. We will agree on a communication rhythm with you during onboarding, so you know what to expect and when. You can always get in touch if something comes up between updates.
For the full list of services we offer, see our [Accounting Services](/services/). To learn who is behind the firm, visit [About Ledgerline Accounting](/about/).
Ready to take the first step?
Start with a free chat and we will talk through your needs and how we can help.