Thank you for choosing us to support you, and for providing us with some initial information about yourself and your business already. We’re excited to start working with you! Here you’ll see what the onboarding journey looks like, and what we need from you to begin.
Welcome to Saint & Co
Your onboarding journey with us
Here’s what to expect:
Our promise to you
What we expect from you:
We hope to build a strong relationship with you where you can lean on us for guidance and delegate financial tasks to save yourself time. In order to do that we need three key things from you.
Collaboration
Submit your documents in a timely manner. The faster you provide us with the things we need, the faster we can do the work.
Communication
Communicate clearly and transparently and be responsive to queries. It’s the only way a professional partnership can work.
Action
Be willing to accept and act on advice. Trust that we have your personal, professional and financial best interests at heart and use our expertise to improve.
Start your onboarding journey
To get started, please take 5 mins to complete the new client form. You’ll need these key numbers handy:
- Unique tax pay reference (UTR) – If you have one
- National Insurance Number
Learn for free while we get you set up
Once you hit submit on the new client form, we’ll be doing some behind the scenes admin to get you set up on our systems. While you wait for us to set up your first meetings, here are some resources to help you understand more about your numbers and how we’ll be working with you.
Starting a business is an exciting prospect - but it’s a challenge too
We’ve created a free start-up kit that guides you through every step of building your new business.
