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Becoming a client

Becoming a client

Please click on either the Limited company or Sole trader option to understand the steps involved to become a client.

The links provide a full picture of the level of service we offer and will provide to you.

If you are an experienced freelance contractor joining us from another accountant, you will need to provide details of the outgoing accountant to us so we may write to them and request professional clearance and copy documentation and returns. It is good practice to write to the outgoing accountant first so that they are expecting our letter. Included in our Resources/Templates section is our template client exit letter.

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