49, Church Road, Leyland PR25 3AA.
01772 435206

Appointment Process

Financial charts illustrating the B2 Bookkeeper appointment workflow

Seven Steps Appointment Process

Alan Watson, lead bookkeeper at B2 Bookkeeper Ltd
1Introduction by email and telephone calls to learn about your business and bookkeeping needs
2B2 Bookkeeper to assess services required and make recommendations
3In Person Meeting and issue of Draft Letter of Engagement for information / approval

Engagement Steps

If you decide to engage B2 Bookkeeper Ltd then the following steps would need to be completed before we can begin to support your business.

4Beneficial Owners / Directors / Members with more than 25% shareholding to complete Online Information Request via this Information Request
5B2 Bookkeeper to process Identity Checks and AML Risk Assessment
6Client to sign and return Final Letter of Engagement via secure digital transmission
7Commencement of services

Ready to Take Control of Your Finances?

Take the leap towards financial empowerment.

Don't let complexities hold your business back. Reach out to us today and embark on a journey towards financial clarity, compliance, and success.