Easy Onboarding

How We Welcome You

We know that changing your accountant can be a stressful decision. But we also know that with the right expertise and knowledge, changing accountants is a straight-forward process.

At Around, we work hard to ensure that new clients are up-and-running quickly, with minimal interruption to their business.

Talk to us

Reach out to arrange a discovery call

Our Easy Onboarding

Get Started!

Chat with Richie Lennon – Founder and Partner of Around Finance.

Richie has extensive experience working with businesses of all sizes across Ireland, from startups to well established companies, and is ready to assist you.

He has spend over 15 years working in practice, working as a CFO in fast-growing business environments, as well as mentoring and teaching for Enterprise Ireland and the Local Enterprise Offices.

Select a time and date to chat with Richie.

Step 1

Discovery Meeting

The first step is a short 15 minute discovery call where we get to know each other. This allows us to ask each other all the obvious questions and ensure that there is a good fit between what you need and what we do. If we both agree that there is an opportunity to work together, we move on to identifying the best service option for your business.

Step 2

Proposal Meeting

We have partnered with GoProposal in order to implement fair and transparent pricing. During this meeting, we build a proposal that allows you to manage your budget and us to roadmap future workflows. At the end of this meeting, we will send you the proposal to review. Once you are happy with the terms, you can digitally sign the agreement and proceed to the onboarding stage.

Step 3

Information Collection Form

Our information collection details everything we need to know about your business, including compliance with anti-money laundering legislation. Once this form is complete, we move on to setting you up with the right software.

Step 4

Systems Set-Up

At this stage, we set up all the relevant software needed to allow our team to support your accounts. This includes online accounting software and a Tax Agent Link from the Revenue Commissioners.

Step 5

Systems Training

One the software is set-up, we schedule a training session with your team to talk through the processes, discuss any questions and ensure everyone is clear on how to use and work with these online accounting systems.

In this session we’ll explain the monthly processes and key calendar dates, which will be shared in a follow-up document for all relevant staff to use.

Step 6

Follow-Up

With all new clients, we schedule a routine check-in at 14, 30, 60 and 90 days.

These meetings are additional to the usual book-keeping and accounting meetings and allow us to discuss any questions, share any feedback and resolve any bottlenecks that have occurred along the way.

Ready to get started?
Book a call with Richie.