Pearl makes onboarding easier and more efficient
Benefit from our wealth of knowledge and expertise.
How it works
Our Customer Onboarding Process
Get in touch
Relationships are at the heart of our business. You get in touch with one of our accountants in person or via phone. We’ll go over your situation and any questions you may have, then discuss your requirements and assess what options are available to you, and advise on the best company structure, tax planning etc.
No-obligation proposal
Following the initial meeting, we’ll send you a comprehensive proposal outlining all services and a bespoke quotation based on your needs. We’ll then prepare and send you our proposal via email so you can review it in detail at your convenience.
Engagement letter
Every business relationship starts with a signed engagement letter. We will email you an engagement letter you need to approve before you begin working with us. Please let us know if there are any missing items on the draft or anything else we should know about.
Congratulations!
Congratulations! You have officially become a client and can now enjoy the expertise and wealth of knowledge that we are known for. Whether you are just starting or have worked with us in the past, we are truly excited to help you succeed!
Your industry-based client manager
Your Industry Based Client Manager is here to help you get the most out of your experience with us. They will contact you to learn more about your company and needs. We will then give you access to our client portal, retrieve your information from your previous accountant or start the company formation process if you’re setting up a business
3 ways we make things simple
Accounting Solutions
Accountancy is one of the most important areas of business, so it’s essential that you understand the complexities of bookkeeping and accounting. We aim to simplify this process for our customers, giving them peace of mind and allowing them to comprehend their accounts and bookkeeping responsibilities seamlessly in a stress-free manner.
Easy Accounting
At Pearl Accountants, we pride ourselves on our ability to make understanding your bookkeeping and accounting simple. We ensure that our clients understand their finances through plain English and clear layman’s terms when working with them
Let us take care of everything!
Signing up and providing us with the information we require is easy; then, you can simply sit back and leave the rest to us, as we take care of everything else for you! Pearl Accountants is dedicated to making accountancy services simple, accessible, and convenient.
Why join us?
Accounting Solutions
A strategic growth meeting is carried out for you every month or quarter to ensure your business grows steadily.
Online Cloud Accounting
We take care of all the setup for your online cloud accounting system and any integrations with 3rd party providers. Our team will help you set up your accounts, load your data, and get you headed in the right direction.
Industry-Based Client Manager
As our customer, you are assigned a personal client manager who will walk you through any query you may have. They will keep you informed of any changes in requirements and ensure that you are always meeting deadlines.
Frequently Asked Questions