How to become a client

Choosing the right accountant for your business is vital. An accountant can help a fledgling business get established and avoid the multiple compliance and management pitfalls that a new business owner can fall into. And for an established business a good accountant can add considerable value over and above compliance by preparing and monitoring budgets and cashflow forecasts and tracking the business performance against industry specific KPIs.

At Shubraka we provide all of the above and more. We use technologically advanced cloud accounting software to free up your time from bookkeeping and to allow us to work as your business adviser and virtual FD.

We treat each client application with greatest care and we ask you to do the same. The more accurate and detailed the information you provide to us as part of the application process the better we will be able to assess your needs.

The application process goes through the following stages:


Initial Enquiry We ask you to provide some basic details
such as your business name, turnover, latest accounts and broadly what
services you are looking for
We have a detailed discussion
over the phone of your needs and how we can best meet them.
We provide you with fixed price quote
based on the services you require
Agreeing to do business If you are happy to proceed further we ask you for a
few more details
so we can do our client
checks as required by our professional body the ICAEW
We send you our terms of business to sign
Once terms of business are signed we will set up a
monthly direct debit
for your fees.
You have 1 month to experience our service, and if you are unhappy for
whatever reason we can terminate our engagement and we will refund you
the first month fee.
Set up  We will set up your company in our cloud accounting
We will get your bank transactions to feed
We will provide you with training
on how to get the best out of Xero
Depending on the package we will have in depth discussions about your
business and how best to help you further
Ongoing We are there for you when you need us. You can email
or call us for advice
without having to worry
that we will charge you for the privilege.
We will communicate with you at least monthly
to present you with your monthly accounts.