CLIENT ONBOARDING PROCESS

Your journey to professional accounting excellence starts here

1. Day One - Foundation Setup

Proposal Verification

We verify your agreed proposal and secure it in your dedicated client folder

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Client Profile Creation

Your profile is created in our Engager system with all necessary details

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Service & Pricing Setup

All agreed services and pricing are configured in your account

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Letter of Engagement

Official engagement letter signed off alongside your agreed proposal

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Personal Touch

Director notes added to ensure personalized service delivery

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2. Day Two - Compliance & Communication

Welcome Package

Comprehensive welcome email with next steps and expectations

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AML Verification

Anti-Money Laundering checks completed to regulatory standards

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Risk Assessment

Thorough risk assessment conducted and documented

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Professional Clearance

Professional clearance obtained from previous advisors

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WhatsApp Portal Access

You're added to our secure WhatsApp portal for ongoing communication

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3. Day Three - Account Manager Call

Account Manager Call

Strategic call with your account manager to tie up any loose ends and address questions

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System Integration Planning

Following our call, we'll schedule and complete your QuickBooks and DEXT setup

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Month One - Relationship Building

Referral Appreciation

Thank you message sent if you were referred to us

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Welcome Gift

Amazon voucher sent as our appreciation for choosing Fortuous

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Tax Strategy Session

First comprehensive tax review scheduled between you and our director

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Questions Welcome

Please reach out via WhatsApp portal with any questions or concerns

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What Happens Next?

Ongoing Bookkeeping

Regular transaction processing, bank reconciliations, and financial record maintenance

Compliance & Deadlines

Proactive deadline reminders, regulatory compliance monitoring, and annual filing schedule provided

Tax

Planning

Proactive tax advice and annual compliance to optimize your tax position

Ongoing Support

Continued access via WhatsApp portal for questions and business guidance

Growing Your Business Together

As your business evolves, we're here to support your journey with additional services:

Management Reporting

Monthly financial reports and KPI dashboards for informed decision-making

Business Performance

Performance analysis and benchmarking to drive growth and profitability

Advanced Tax

Planning

Sophisticated tax strategies and restructuring for tax efficiency

Payroll Services

Complete payroll management including RTI submissions and employee support

Why Our Process Works

Systematic Approach

Every step is tracked and verified using our comprehensive checklist system, ensuring nothing is missed in your onboarding journey.

Compliance First

Full AML checks and risk assessments ensure we meet all regulatory requirements while protecting your business interests.

Personal Touch

Despite our systematic approach, we maintain the personal service you deserve with direct access to our qualified professionals.

Compliance & Deadlines

Proactive deadline reminders, regulatory compliance monitoring, and annual filing schedule to keep you on track.

CLIENT ONBOARDING PROCESS

1. Day One - Foundation Setup

Proposal Verification

Client Profile Creation

Service & Pricing Setup

Letter of Engagement

Personal Touch

2. Day Two - Compliance & Communication

Welcome Package

AML Verification

Risk Assessment

Professional Clearance

WhatsApp Portal Access

3. Day Three - Account Manager Call

Account Manager Call

System Integration Planning

Month One - Relationship Building

Referral Appreciation

Welcome Gift

Tax Strategy Session

Questions Welcome

What Happens Next?﻿

Ongoing Bookkeeping

Compliance & Deadlines

Tax

Planning

Ongoing Support

Growing Your Business Together

As your business evolves, we're here to support your journey with additional services:

Management Reporting

Business Performance

Advanced Tax

Planning

Payroll Services

Why Our Process Works

Systematic Approach

Compliance First

Personal Touch

Compliance & Deadlines

Ready to Start Your Journey?

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What Happens Next?