Your Enquiry To Becoming Our Client

Your Enquiry To Becoming Our Client.

Upon receipt of your enquiry, we will send you a prospect pack which includes:

  • A simple enquiry form designed to gather information about you and your business so we can prepare for the meeting and check compatibility.
  • Access to our booking link that will allow you to schedule a prospect meeting at your convenience eliminating the hassle of coordinating schedules 

If upon review of your enquiry form, we identify that we aren’t a good fit for you, we will contact you and may make suggestions for alternative advisors more suitable for your needs.

The 30-minute prospect meeting is free, relaxed and a great opportunity to get to know each other, while crafting a tailored service schedule to meet your business needs.


During the meeting expect one of three outcomes:

  • We are a great match, and we will provide a proposal for our services
  • We are a great match, but further information is needed from either party to create a proposal for our services
  • We are not the right fit for you and if appropriate we’ll guide you to another provider who may be better suited for your needs

What To Expect.

What to expect:

  • A relaxed friendly atmosphere – feel free to bring your favourite cuppa!
  • You will share what you are up to in your business and what your aspirations are for the future
  • We’ll dive into your enquiry form, seeking clarity where needed and explore how we can assist you
  • You will have the opportunity to ask questions
  • We will create a tailored service proposal to suit your business needs, it will include a quote, breakdown of the services selected, engagement agreements and next steps to start working together.

Step 1: Registration.

Step 2: AML identity checks.

Step 3: Behind the scenes set up.

Step 4: Welcome Pack.

Step 5: Onboarding Call.

Everything we do is for the benefit of our amazing clients…

We have to say that switching from a well known accountancy firm to the Orenda Collective was a great decision and one that should have been done sooner, considering the poor service we received from our previous accountants! Abbie at the Orenda Collective has been brilliant and handles our small company accounts brilliantly. We are so well looked after and have a lot of communication with her, that we are well ahead of schedule, with regards to knowing what need to pay HMRC as a company and as individuals, which is such a relief! The service received is the second to none! I/we cannot recommend the Orenda Collective highly enough, especially for their attentive service, great advice, taking care of our accounts and getting things done quickly and professionally!

Tristan Ralston