How working with Clarus begins
From a first conversation to an agreed engagement, here is what to prepare and what to confirm at each stage.
Three steps to getting started
1. Tell us what you need
Start with your business type, the work you want help with and any approaching deadline. You can call Clarus or send a short enquiry.
2. Agree the work and fee
Discuss your records and the services required. Review the proposed scope, responsibilities and fees before deciding whether to proceed.
3. Get ready for the work
Once the engagement is agreed, arrange the information, access and approvals needed. Confirm the timetable and the best contact route for questions.
Arranging a change of accountant
Before a handover, identify outstanding work, approaching deadlines and the records your current accountant holds. Agree the transition responsibilities and intended start date so each reporting period has a clear owner.
Do not cancel existing arrangements solely because you have submitted an enquiry. Confirm the proposed engagement and handover first.
Your first-enquiry checklist
- Your business structure and the services required.
- Your financial year end or the period concerned.
- The software and records currently available.
- Any unfinished work or urgent deadline.
- Your preferred contact details.