The Square Mile Onboarding Timeline

Thanks for approving your proposal. We are really looking forward to working with you.

Here’s an overview of the next steps:

The Square Mile Onboarding Timeline

STEP 1

SIGN YOUR PROPOSAL

1 Min

The Square Mile Onboarding Timeline

STEP 2

ACTIVATE YOUR SENTA PORTAL ACCESS

2 Mins

The Square Mile Onboarding Timeline

STEP 3

PROVIDE IDENTIFICATION DOCUMENTS

10 Mins

The Square Mile Onboarding Timeline

STEP 4

COMPLETE COMPANY FACT FIND QUESTIONNAIRE

30 Mins

The Square Mile Onboarding Timeline

STEP 5

COMPLETE DIRECT DEBIT MANDATE

10 Mins

The Square Mile Onboarding Timeline

STEP 6

ACCEPT AN INVITE OR TRANSFER YOUR XERO SUBSCRIPTION

5 Mins

The Square Mile Onboarding Timeline

STEP 7

ARRANGE YOUR ONBOARDING MEETING

10 Mins

The Square Mile Onboarding Timeline

STEP 8

SEND PROFESSIONAL CLEARANCE AUTHORITY TO YOUR PREVIOUS ACCOUNTANT

10 Mins

The Square Mile Onboarding Timeline

STEP 9

ATTEND ONBOARDING MEETING

45 Mins

The Square Mile Onboarding Timeline

STEP 10

PROVIDE HMRC AGENT AUTHORISATION CODES

10 Mins

If you need any help or have any questions, please give us a call.

0203 282 7109

What our clients say:

“We started working with Square Mile as a very early stage start[1]up, where their high-contact and personal approach was perfect. Since then, having grown up and matured as a business, their service has adapted brilliantly to everything we’ve thrown at them. I would recommend Square Mile to any Founders looking for an accounting firm to grow and build a lasting relationship with.”

Max Jezierski,
Founder, Frameworks

“Square Mile Accounting have helped implement our EMI scheme and stay on the right side of EIS applications and compliance. In these matters it is not about what you have considered it’s about what you haven’t. David has shown me how everything works and I’ve now got confidence from my employees and shareholders that these matters are being handled properly and true to purpose. I would recommend.”

Jack Hobday,
Co-Founder, Anspach & Hobday

“I’ve recommended Square Mile to other founders for several reasons. The level of service is great. We’re really well supported and they go above and beyond to make sure our business, including our processes and financial operations, are running as smooth as possible.”





Adam Rimmer,
Co-Founder, Floodflash

“We joined Square Mile Accounting and immediately felt welcomed. The team is professional, approachable and give us the best customer service I ever received. Both when helping with payroll, bookkeeping, EMI evaluation and R&D claim, the team is adding significant value to us as a strong business partner.



Erik Abrahamsson,
Ceo, Digital Fine Print

Xero Gold Partner, Top Xero Accountant
ICAEW Chartered Accountants
EIS Enterprise Investment Scheme
SEIS
Receipt Bank Silver Partner

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