We would normally have an initial meeting in order to fully understand your requirements. This enables you to meet us and ask any questions. After this we send you a quote outlining the charges for the services you require. If you wish to proceed we would then ask you for some personal information in order to undertake our money-laundering checks. This process is required by the Chartered Institute of Management Accountants and the UK Financial Services Authority. We will also send you an engagement letter specifying exactly the services that you require and our responsibilities to you. We would also ask you for an initial payment at this stage. We would then send you details of everything we require to complete your accounts and tax return. At all stages, we are available to answer any questions you may have if there is anything you are unsure about.