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Introduction to Beyond the Numbers

What should I bring to an initial meeting?

As the initial meeting is to find out more about you and your business, please bring along anything you feel is relevant to help with the discussion.

This may be a business plan or some accounts or just some documents you have received from Companies House or HMRC when you started up your business. Please also bring along some ID such as a passport or driving licence and a proof of address such as a utility bill or bank statement dated within the last 3 months – this will save us having to get the anti money laundering checks done at a later stage if we are to do any work for you.

Get in touch today

Book an appointment and we’d be delighted to tell you more about our experience helping other clients in your sector. We’d love to help you, too.


Get in touch today and let’s discuss “The numbers”

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