Your Friendly Guide to Getting Started with Expert Accounting Support
Whether you’re a startup, small business owner, or freelancer, your first appointment at Diamond Accounts is the start of something better: clear, stress-free financial support tailored just for you.
We understand that meeting your accountant for the first time can feel a little daunting — but don’t worry. We’re here to make the process welcoming, simple, and straightforward.
When You Arrive – Let’s Have a Coffee First
When you visit our office, you’ll be welcomed with a warm smile and yes, a fresh cup of coffee or tea if you’d like one. We’re here to listen, understand your business, and make sure you feel comfortable from the moment you walk in.
This first meeting is all about you and your goals. Whether you’re here for:
- Self-Assessment tax return support
- VAT registration
- Corporation Tax filing
- Or full bookkeeping and payroll services, CGT –
we’ll tailor everything to suit your needs.
What to Bring to Your First Appointment
To get things moving smoothly and set up your account, it helps to bring along a few important documents. Here’s a handy checklist:
Personal ID & AML Compliance (Anti-Money Laundering)
To comply with UK regulations, we’ll need:
- Photo ID (valid passport or driver’s licence)
- Proof of address (utility bill, bank statement, or council tax bill — dated within 3 months)
For VAT Registration or Management
- Your VAT certificate (if already registered)
- Previous VAT returns, if applicable
- Company registration number (for limited companies)
For Self-Assessment Tax Return
- Your UTR (Unique Taxpayer Reference)
- National Insurance number
- Employment income details (P60, P45)
- Details of other income (e.g. property, dividends, savings)
- Any relevant expense records
For Corporation Tax (Ltd Companies)
- Company registration details (Companies House)
- Previous accounts or tax returns, if applicable
- Director(s) details
- Details of income and expenses so far this year
What Happens Next?
Once we’ve reviewed your paperwork and signed you up as a client, you can expect ongoing support that keeps you ahead of deadlines and stress-free.
Here’s what’s included going forward:
Reminders before all key tax and accounting deadlines.
Clear instructions on what information we’ll need and when.
Flexibility in how you share documents with us.
Easy Ways to Get Your Paperwork to Us
We know you’re busy, that’s why we offer multiple ways to get us your documents:
- Upload them online via our secure client portal
- Drop them off at our office (we love visitors!)
- We can pick them up from your business site, just let us know when suits you
You’re in Safe Hands. At Diamond Accounts, we’re more than just accountants, we’re your partners in business. Whether you need help with VAT, Corporation Tax, Self-Assessment, or day-to-day bookkeeping, we’re here to make your life easier.
Let us handle the paperwork, while you focus on growing your business.
Ready to Book Your First Appointment?
Call us today or visit our website to schedule your free initial meeting. We’ll take care of the rest — with a coffee waiting!