Joining as a Whitefield Client

Are We Right For You?

Enquire About Our Services

Online Registration

Company Formation

Identification

Service Specifications and Fees

Are We Right For You?

We are an predominantly a telephone and internet based practice and our business is structured to work that way.

If you consider regular face to face contact with your accountant essential, then we may not be the right practice for you.  For our local clients we are, of course, happy to arrange in person appointments where necessary, and we appreciate that this is often a good idea at the start of a new accountant/client relationship, however we then prefer to deal with ongoing matters predominantly by email or phone, with face to face appointments when necessary rather than as routine.

There are no restrictions on phone contact, other than the practicalities of finding the person you need to speak to free; email is often better in this regard, although we appreciate that there are occasions when a phone conversation can be more practical.  Where necessary we can pre book phone appointments, and clients often find this a useful way of working.

Many of our clients are off of the Isle of Wight – if you are visiting on holiday or business, and want to call in to put a face to the name, we can normally arrange this and have the kettle on.

Our guide to choosing an accountant is worth reading

Enquire About Our Services

Not ready to join yet, or have a enquiry about services? Contact us here

Online Registration With Us

You can register with us using this form online registration

This also covers company formation, and registration of existing Companies, LLPs, Partnerships and Sole traders.  It may be sensible to print the form first, get the information you need together, and then complete it.

If you are a Yoga Teacher, then please use the form on the website for YogaTax our daughter business

If you would rather deal with this form over the phone, you can arrange a pre-booked telephone appointment with us. Please contact us by phone or email.

Also see our guidance on selecting company names

Company Formations

If you are instructing us to form a new company for you, then use our online registration form and select “company formation”.

Company formation cost £120+vat = £144,  and payment can be made at the time of registering or by phoning card details through.  Just a note on this fee – you can form a company yourself at Companies House for £20, using the same service as we use.  Our fee covers advice and guidance – you probably only form a company once, or a handful of times, in your life – we do it daily and know the pitfalls and practicalities. Company formation also covers your first months fees with us.

In terms of time scales on forming a company:

  • Submission to Companies House – we normally do this same day or next day, and can let you have a company number once we hear back from Companies House if its urgent, eg you are waiting to start a contact.   Normally we have the company number same day or within 24 hours.
  • Completion of file opening – we have a number of formalities to complete, including identification and sending you a comprehensive welcome pack, and where requested dealing with vat registration, bank accounts, etc – we tailor our advice bespoke to each client to make sure you are setting out on the right foot – allow a week for this, although its normally less.
  • Vat registration – this is outside of our hands, allow four weeks, although HMRC are normally quicker. We apply for this online for you.
  • Bank accounts – bank account opening is never quick these days due to banks customer identification requirements and bureaucracy.  We strongly advise clients to start with their existing bank as that should be the quickest route.  The bank account must be in the company name, and can’t be processed until the company is registered at Companies House.  We can make banking introductions when required, but strongly recommend using a bank you have an existing relationship with.

Identification

For all new clients, we need identification from you so that we can comply with anti money laundering rules.  Further information on identification requirements:

identification requirements

Service Specifications and Fees

For service specifications, fees and similar, see our Services and Sectors page.

That page sets out our services for PSCs and also fixed fee packages for other businesses.

Direct link to our fixed price PSC service, £100 per month.

Our Basis of Quotation guide explains what we normally cover in a fixed fee quote.

Our Terms of Business are available to read