The following are the indicative steps in the Accounts & Audit process:
- You request a fee quote and provide contact details by completing the Accountants & Advisors contact form
- We advise you of our proposed fees and contact you to discuss other administrative matters.
- On receipt of your fee confirmation we will send log-in details to our secure online client portal.
- You download the engagement letter for the trustees to sign.
- All documents required for Accounts & Audit are uploaded to our online client portal.
- We commence each Accounts and Audit once documents are uploaded to the portal.
- Accounts and Audits are completed in accordance with an agreed timetable.