Welcome to
Welcome to
Kennedy Accountancy
Your proposal has been signed, ya beauty!
Here’s what happens next.
Kennedy Accountancy Onboarding
Here’s what the first 12 months of your journey with us will look like.
You’ll receive:
ID checks
Our fee proposal
The direct debit mandate
Our onboarding form
We:
Reach out to your previous accountant for clearance
Arrange HMRC authorisation and access
Set up your accounting apps
We start:
Software and system training*
Bookkeeping (or showing you how)
Weekly check-ins and reports*
*The extent of this depends on who’s doing the books, you or us!
We:
Manage your books*
Send a weekly query report*
Review your bookkeeping data
Check-in towards the end of the month
*This depends on who’s doing the books, you or us!
We:
Complete your VAT return (if needed)
Check-in as needed
We:
Complete your annual accounts
Submit your tax return
Plan ahead for the future
Here’s who you’ll be hearing from throughout the year.
- Onboarding enquiries go through Carrie*.
- Our bookkeepers are Andrew, Erica and Carrie*.
- Year end accounts and tax returns are completed by Karen
- Monthly bank statement requests are sent by Carrie
*If you’re signed up for this service, we’ll let you know who your person is in the coming days. They’ll be your main point of contact going forward.
Now you’re one of our clients, we will get you setup on the apps that you need.
If used correctly, you’ll have totally up-to-date accounting information at your fingertips, all the time.
We use:
- Xero. Cloud based accounting software. This is what we use to oversee and categorise all of the incoming and outgoing payments made by your business.
- Dext. Receipt capture software. Bored of keeping receipts? With this app you take a picture of the transaction – no more bits of paper flying around!
- Pixie. This is the portal we use to send and receive private documents. We’ll send you a unique code which you’ll use to access your documents.
- WhatsApp. This is one of the best ways for you to get in touch (and for us to get in touch with you!). We love seeing your wee face but in-between meetings this is a great way to ask quick questions or ask for some support. We use this with a lot of clients to reduce emails.
Your details, our invoice dates and how we break down our fees.
- We’ll send you a direct debit mandate and ask you to fill it in and send it back to us
- Our monthly invoices are sent on the first of each month (we bill catch-up work separately)
- If we’re doing your bookkeeping, we’ll review your transaction levels after the first month and amend the fee accordingly. We’ll check-in on that every 3 months thereafter.
- Annual fees for accounts and tax returns will be assessed annually and are split into 12 monthly payments. We choose to do
- it this way because we prefer to work with you throughout the year, not just in tax season.
- As part of onboarding, you will also complete id checks and information forms.
The most important bit. Ask questions as you go.
We love a chat. We want to hear how you’re getting on.
Throughout the year, if you have a quick question, concern or something you’re nervous to discuss, please get in touch with us (at no extra cost to you!). We’re here to help.
