Changing to Takapuna Tax, or engaging us in the first place for a new business is easy. Quick step by step summary below - but really if you want the short version, get on the phone, give us a call.
The Introduction
The first part of any successful relationship is getting the communication right and an understanding of each other, our needs, requirements and seeing that we can work with each other.
This is unlikely to happen via email / messenger / or dm - so a phone call or zoom is on the cards.
You need an accountant you can relate to, who you don’t feel judged by, and who you trust with all your financial and non financial “stuff”. (Very technical term I know!).
The Proposal
After a call, assuming we are progressing of course, we will put forward a written proposal to you for your consideration. This is to ensure both you and ourselves have a clear understanding of expectations for the relationship ahead - which can pivot of course, but lets get the base foundations solid.
Our proposal is tailored to your needs, it’s relative to you and your requirements, not the one box fits all approach.
Our proposal is just that too. A proposal. Your the boss remember, so happy to add/remove adjust to fit what works for you.
The Mechanics
We are a fit. We want to move forward. So how does it work.
Our proposal is accepted - we are engaged.
We need to do some housekeeping. Onboarding for AML, verify your a real person etc. The fun stuff.
For existing business, we write to you accountant for professional clearance, who is obliged to provide your information in a timely manner to us. under the relative code of ethics. They will also transfer over any software subscriptions (Xero etc).
For a new business / individual / trust, we will have discussed this with you, our proposal will outline the steps we will assist with, and what you will undertake.