THE PROCESS
How it works
From your first message to ongoing support, here's exactly what working with Air looks like.
STEP BY STEP
Your journey with us
1
Initial Enquiry
Reach out via website, email, or WhatsApp. Simple, straightforward, and on your terms.
WHAT HAPPENS
→ Response within 1 business day
→ Short questionnaire to understand your needs
→ Intro call scheduled at your convenience
2
Discovery Call
A relaxed 20-minute call to understand your business and confirm we're a good fit.
WHAT HAPPENS
→ We go through your current situation
→ Clear proposal and pricing presented
→ Any questions answered honestly
3
Onboarding & Setup
Engagement letter, AML checks, software setup, and portal access. All guided.
WHAT HAPPENS
→ Digital engagement letter issued
→ ID verification (AML)
→ Bookkeeping software setup & client portal access
→ Previous accountant handover handled
4
Ongoing Support
Year-round support, proactive advice, regular check-ins, someone who knows your business.
WHAT HAPPENS
→ Regular bookkeeping reviews
→ VAT returns and payroll where applicable
→ Questions answered via client portal or call
→ Proactive tax planning year-round
5
Accounts & Tax Returns
All filings handled accurately and on time. You review before anything is submitted.
WHAT HAPPENS
→ Annual accounts prepared & filed
→ Corporation Tax / Self Assessment
→ Confirmation Statement
→ HMRC correspondence handled
CLIENT PORTAL
Everything in one place
Your client portal gives you a central hub for documents, messages, approvals, and deadlines. No chasing emails.
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Secure document storage & sharing
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Digital signature for approvals
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Deadline reminder & task tracking
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Direct messaging with your accountant