Accountant & Advisors

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.