Thank you for renewing - You're all set for another year!
It really means a lot that you have chosen to carry on working with us. Thank you - I am so pleased to be continuing to work with you.
FAQs
Why do you need to see my ID?
It is a legal requirement. As a regulated firm we have to run a quick anti-money laundering check on every new client before we start. Your ID is stored securely and used only for that check.
Do I need to do anything right now?
Just keep an eye out for the ID email and upload your documents when it arrives. That is the only thing we need from you to get going - we will guide you through everything else.
What if I do not have a passport or driving licence?
No problem. Reply to the ID email and let us know - we can accept other forms of identification and will help you sort it.
How long until I am up and running?
From the moment your ID check clears it is usually within four weeks, and we will keep you updated at each step through your portal.
What's the Karbon for Clients portal?
It is your secure online hub with us - your welcome checklist, anything we need from you, and a place to see what is happening and message us. We will send you a link to set it up.
When will my first meeting be?
We will agree the date with you as part of getting set up, so it is booked in and you know exactly when we will next be talking.
Can I change my services later?
Absolutely. We are built to grow with you, so we can adjust what we do as your business changes - just say the word.
Qualified Professional
I am trained and certified with the Institute of Certified Bookkeepers. I’ve recently been appointed to their new Technology Advisory Board.
I am also a certified Xero Advisor and Xero Migration Specialist.
Contact me
Let's dive into the world of numbers together and empower you with the knowledge and tools to conquer your finances. Join us in embracing the digital age for a brighter financial future!
Book a free discovery call to find out how I can help you grow your business!
