Joining as a Whitefield Client

Are We Right For You?

Enquire About Our Services

Registration

Company Formation

Identification

Service Specifications and Fees

Are We Right For You?

We predominantly look after our clients by telephone and email although personal appointments are available at our office in Brading, Isle of Wight.

We are experienced in working this way, and happily accept clients from throughout the UK, most of whom we never physically meet, although 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.

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.

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

Registration With Us

You can register with us using this form  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.

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

Our Terms of Business are available to read