Getting started
Quick and easy onboarding.
Switching accountants — or working with one for the first time — can feel daunting. At Tarka Accounts we have made the process as simple and stress-free as possible. Most clients are up and running within a few days.
Friendly. Local. Trusted.
The process
How it works
- 01
Get in touch
Drop us a message, give us a call or send a WhatsApp. Tell us a little about your business and what you need help with — there is no obligation and no jargon.
- 02
Free initial chat
We will have a quick conversation to understand your situation, answer your questions and confirm which services are the right fit. This is completely free.
- 03
Clear, fixed quote
You will receive a straightforward quote with no hidden fees. We agree the scope upfront so you always know exactly what you are paying for.
- 04
We handle the paperwork
Once you are happy to proceed, we take care of notifying HMRC and, if you are switching, your previous accountant. You do not need to do a thing.
- 05
You are all set
We get to work on your accounts. You will have a dedicated point of contact, clear communication and the peace of mind that your finances are in good hands.
Switching made simple
Already have an accountant?
Switching is easier than you think. We handle the professional clearance process on your behalf — contacting your existing accountant, requesting your records and making sure nothing falls through the cracks. There is no awkward conversation for you to have.
We make switching seamless — you will not miss a deadline or lose any records.
FAQs
Common questions
- How long does onboarding take?
- For most clients, the whole process takes two to five working days from your first message to being fully set up. If you have an urgent deadline, let us know and we will prioritise accordingly.
- What information do I need to provide?
- To get started we typically need your UTR (Unique Taxpayer Reference), National Insurance number, and details of your income and expenses. We will guide you through exactly what is needed — there is no need to gather everything before you contact us.
- Do I need to come into the office?
- Not at all. We work with clients across North Devon and beyond entirely remotely. Everything can be handled by email, phone or WhatsApp — whatever suits you best.
- What software do you use?
- We work with a range of cloud accounting platforms and can advise on the best option for your business, including Making Tax Digital-compatible software. If you already use something, we are happy to work with it.
Ready to get started?
Pick the easiest way to reach us.
Ready to get started?
It takes just a few minutes to get in touch. We will take it from there.