New client onboarding
Welcome to Beans, we've tried to make the process of joining as easy as possible, starting with a friendly phone call, followed by online forms you can fill-in at your own pace, and finally digital signatures on your PC or phone. 

Joining Process

When you are ready to appoint Beans as your accountants there is a simple 3-step process.

1. Discovery Call - We start by chating about your current business and personal situation, give you tax and business advice, help you choose a company structure and recommend an accounts package to suit your needs.

​2. The On-boarding Process - If Beans are the right accountants for you, then you fill in the online joining forms. Next we switch you from your existing accountants (if required) and let you know if there is any catch-up work needed to bring your accounts up to date. Then, your direct debit mandate is put in place to collect catch-up and ongoing monthly fixed package fees. Finally, we set up your FreeAgent online accounting software.

3. Start Invoicing - You begin invoicing clients for your work 🙂

Ready to join Beans now? 

Enquire about our accounting services
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