Onboarding New Client

STEP 1 – ENQUIRY

Reach out to us through our website, email, or even text us.

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STEP 2 - ONBOARDING DOCUMENTS

We send you:

• Engagement letter

• Client information form

• Instructions to nominate us as your registered agent

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STEP 3 - YOU COMPLETE & RETURN

We require:

• Signed engagement letter

• Completed client information form

• Proof of identity

• ATO agent nomination completed

  • We cannot access your file or review your setup until this is completed

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STEP 4 - ACCESS & REVIEW

Once access is in place, we:

• Review your current books

• Identify any issues or gaps

• Confirm scope of work moving forward

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STEP 5 - GET TO WORK

We begin bringing everything up to date and maintaining your books correctly.