Switch to us
If you already have an accountant and don’t quite feel they are the right fit for you, we can help make the process simple.
The process
01
The first step is to advise your current accountants, we can assist you with what to put in an email to them if required.
There is no need to worry about this, accountants are used to clients moving on or finding a better fit for their business.
02
The next step is to request professional clearance from your current accountant, which provides us with various information.
03
We then provide you with a letter of engagement setting out the services to be provided and what is expected of each party and fees.
04
You will also provide us with confirmation of your identity and place of address, this is to comply with anti money laundering regulations and keep the IOM FSA and Accountancy body happy.
05
We will then go through the process of registering ourselves as agent for the various services required.
You + Loaghtan = Happy Customers
Our aim is leave you to concentrate on your business