Your Enquiry To Becoming Our Client.
To ensure absolute certainty in our prospect and onboarding procedures, we’ve created this guide. It’s your roadmap, guiding you seamlessly from your initial enquiry to becoming a part of The Orenda Collective!
Enquiry Phase.
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.
Prospect Phase.
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.
Outcomes.
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.
Onboarding Phase.
Welcome aboard! With the proposal signed and agreed upon, we’re ready to dive into the onboarding process, ensuring a seamless experience for you every step of the way.
Step 1: Registration.
You’ll receive an email inviting you to create an account on our secure client portal. Simply fill in basic details about yourself and your business.
Step 2: AML identity checks.
We are part of a regulated industry, and our regulators require us to comply with Anti Money Laundering regulations, and as such we are required to essentially verify you are who you say you are.
You’ll receive a text inviting you to complete the identification checks electronically so that it’s quick and easy.
Step 3: Behind the scenes set up.
Behind the scenes we will be setting up our service processes ensuring we are ready to start delivering including, agent authorisation with HMRC, registrations with HMRC, accounting system set ups, previous accountant handover and much more.
Step 4: Welcome Pack.
You’ll receive an electronic welcome pack from us that will include:
- A list of anything missing from the registration process
- Bookkeeping spreadsheets and guides (if you aren’t using an accounting software)
- How to add us to your accounting software if it was not set up by us
- Links to detailed guides on how to save for tax, expenses you can claim, VAT thresholds etc. so that you have a bible of information to refer back to every step of the way
Step 5: Onboarding Call.
We customise this to fit your unique requirements, but common topics we discuss during this call include:
- Strategies to anticipate and manage your tax payments effectively.
- Legitimate methods to minimise your tax liability.
- Best practices for record-keeping.
- Tax-efficient methods for withdrawing funds from your limited company.
- Overview of systems such as our spreadsheet, Xero, or Dext.
- Expectations for each service offered.
- Opportunity for you to ask any questions you may have.
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
