Onboarding – sole trader
Thank you and welcome to Mayflower Accountancy. We’re delighted to be working with you.
We need to now complete a process known as onboarding. This process varies from person to person and business to business, but it is simply about making sure we can get up to speed as quickly as possible, setting you up on our systems and getting access to your latest information.
The whole process should take about 15 minutes, but do make sure you have various details to hand, such as proofs of ID and address, as well as some information about your business.
The more you can provide here, the better.
Questions, issues or stuck?
You can get hold of us by either:
- Writing to us at firstname.lastname@example.org
- Calling us at 01525 887277
- Booking a quick onboarding query meeting here.