Contact

Becoming a Client

Moving over to J2 Accounting and becoming a client couldn’t be simpler. We have pain free onboarding process which we’ll guide you through every step of the way from the moment you sign the proposal.

Approve proposal

Once you are happy, simply click to approve your proposal and digitally sign your engagement letter.

New client info

You will receive our required information email request for you to complete. This provides us with all the key information we need to put you into our system.

Money Laundering check

We require two forms of ID, a copy of photo ID and proof of address (within 90 days) which you can even send securely over WhatsApp if you like.

Direct debit

We willll then send over a link to set up your monthly payments via GoCardless.

Professional clearance (if applicable)

Once you have informed your previous accountant you are leaving we will write to them for professional clearance (standard procedure) and obtain all of the handover information.

Xero setup

We will setup the accounting system, which comprises of the following software. Xero - set up & configured and AutoEntry - set up and integrated with your Xero account to increase the efficiency of your day-to-day records.

Becoming a Client

Moving over to J2 Accounting and becoming a client couldn’t be simpler. We have pain free onboarding process which we’ll guide you through every step of the way from the moment you approve the proposal.

Approve proposal

Once you are happy, simply click to approve your proposal and digitally sign your engagement letter.

New Client Info

You will receive our required information email request for you to complete. This provides us with all the key information we need to put you into our system.

Money Laundering check

We require two forms of ID, a copy of photo ID and proof of address (within 90 days) which you can even send securely over WhatsApp if you like.

Direct Debit

We will then send over a link to set up your monthly payments via GoCardless.

Professional clearance (if applicable)

Once you have informed your previous accountant you are leaving we will write to them for professional clearance (standard procedure) and obtain all of the handover information.

Xero Setup

We will setup the accounting system, which comprises of the following software. Xero – set up & configured and AutoEntry – set up and integrated with your Xero account to increase the efficiency of your day-to-day records.

Get in touch

James Paoloni, Chartered Certified Accountant

hello@j2accounting.co.uk

020 3034 0664