1) New client form
You initially fill in our new client form so we can gather some basic information about you and your business. You can either contact us on 0845 676 9778 for more information and to start the registration process or start the ball rolling early and complete the form that is attached here.
New client form (pdf) New client form (Word)
Please complete as many of the fields in the attached word or pdf documents (it’s
the same form so use whichever format you prefer) and then e-
If you don’t know all of the fields yet then don’t worry as we can gather the information from you at a later date.
2) Identification
To comply with Money Laundering Regulations and a number of laws, we are required
to verify both you and the business so it will require obtaining identification from
you. Therefore as follows we will require the following:-
• A copy of your the photo page of your passport (and any visas that show you are able to work in the UK if you do not hold an EU passport)
• A copy of a household utility bill, telephone bill or personal bank account. This is to show proof of name and address.
• A copy of the incorporation certificate of your company.
• A copy of a recent company bank account or welcome letter. If you do not yet have a company bank account then see here as we are able to help you assist with the opening of one.
We will usually ask for these once we have received your registration form. However these can also be scanned in advance to clientcentre@kontracta.com or posted to us (see here for contact details)
Thank you for registering with kontracta.com. We really appreciate your interest and your business and look forward to a long and happy professional union!
Registration with us is a straightforward three step process for you. If you are already with an accountant then we also take care of obtaining records from them and notifying them that you are changing to us. No matter what people may tell you, changing accountant is easy.
At any point please contact us on 0845 676 9778 with any questions. We will, of course,
speak to you and e-
3) Engagement letter
The final stage of the process is to sign an engagement letter that we will prepare for you. This will be forwarded to you once we have completed steps 1 and 2.
This is basically our contract which lists our responsibilities.
You just need to read, sign and send this back to us. And that’s it!
.... and beyond!
Once the bureaucracy is complete we will then set up payment arrangements and then start work for you. If you are joining us from another accountant then we will also arrange the transfer of your books and records. Easy!
We will send you a welcome letter detailing more about how we work, a calendar of your administration dates and an Excel template in which you can record your income and expenses.
A quick word on the use of your information
Any information obtained from you is strictly handled and stored in accordance with the Data Protection Act 1998 and we are in compliance with the mandatory registration with the Information Commissioner’s Office. We will happily let you know the details of this registration if you wish.
As required by law, we will be extremely careful with the handling and storage of
this information. We will never e-