Bookkeeping
Ongoing records and accounts once onboarding is complete.
Other Services
Due diligence and bespoke support when you need it
We handle identity checks, onboarding, and one-off finance tasks with clear instructions and quick responses.
Overview
Onboarding done right, plus extra support for special requests
We are required to verify identity and business details before delivering services. We make that process simple and secure, and we can help with additional finance tasks when you need a hand.
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Due diligence checks
Identity verification and document checks to meet regulatory obligations before onboarding.
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Onboarding support
Clear list of what we need from you and how to share it securely.
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Bespoke advisory
Help with one-off finance questions or short projects beyond the core services.
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Referrals when needed
If something is outside scope, we will connect you to trusted partners.
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Fast responses
Quick turnaround for small tasks so you can keep moving.
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Plain-language guidance
No jargon—just clear steps, documents, and timelines.
Who this is for
New and existing clients needing quick, compliant support
Ideal if you are starting with Jeremy or need a bespoke finance task completed.
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New clients completing onboarding who want to know exactly what to provide.
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Businesses needing identity verification before services start.
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Teams wanting occasional advisory or an extra pair of hands for finance tasks.
Related services
Many clients also need
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Self-Assessment
Personal returns prepared after due diligence is in place.
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GDPR
Data protection guidance that complements due diligence steps.
Need onboarding or a bespoke task?
We will outline the documents and next steps
Provide your details securely—we will verify identity, share what is needed, and tackle the finance tasks on your list.