Working with us

Let us show you a better way of doing things

Our Philosophy

At Northern Accountants, we are committed to delivering an exceptional customer experience and building strong relationships with all our clients. Utilising technology along with our skills and expertise, we deliver accurate and meaningful financial information FAST

Why do we work this way?

  • We aim to deliver everything we do brilliantly
  • Understanding your business improves the level of service you receive
  • Regular touchpoints mean our support and advice can be tailored to your needs
  • Building trust is important
  • We let the software do the hard work so you don’t have to
  • Real-time financial information is the bedrock to better decision making
  • Being financially well structured is critical to the success of your business
Schedule a discovery call

The NA Formula

  • Regular communication

    +

  • Expertise

    +

  • Trust

    +

  • Strong relationship

    =

  • Happy, satisfied client and easy, quick and successful finances

What to Expect

After your discovery call and signing your proposal for the services you need, we will arrange an onboarding meeting with your Onboarding Manager. Our team will walk you through our processes, talk over the services selected, and gather all the relevant information we need from you to get started.

Our onboarding process has been built to ensure you experience a smooth and easy transition to us and ensures we can quickly start to make a difference to your business. The steps could differ depending on the services selected, but here is an example of how we would onboard you for our Full Finance Function service.

Moving made easy

  • Let us take control

    • We capture your personal & company details
    • We record key deadlines
    • We set up your HMRC login
    • We contact your previous accountant

  • Discover the NA Way

    • We set up access to your bank accounts
    • We set up your bank feeds
    • We collect the logins for your systems
    • We contact your suppliers

  • Software Training

    • Float
    • Fluidly
    • Spotlight
    • Brightpay
    • Float
    • Fluidly
    • Spotlight
    • Brightpay

  • Let us fix your records

    • We check your bookkeeping period
    • We finish your last month’s bookkeeping
    • We complete previous year-end accounts
    • We prepare your payroll system to be placed

  • Get to know your team

    • Client manager
    • Financial controller
    • Payroll administrator
    • Onboarding manager
    • Excellence Administrator

Our promise

We take great pride in being in touch and always being there for you. 

Our promise to you is that you will always receive the following:

  • Easy access to your team
  • A comprehensive financial summary every month
  • Regular check-in meetings with your client manager
  • Pre-Year-End tax meetings
  • Year-End meeting
  • Exclusive Xero support from certified advisors
  • Payroll and Pension support
  • Quarterly meetings with your financial controllers
  • Monthly/quarterly management information meeting
  • Renewal meeting to make sure you are paying for what you need
  • Research and development meeting if you are eligible
  • Ongoing and relevant communications to keep you updated
Schedule a discovery call

Client Stories

“I moved to NA a few years ago after being very frustrated with my existing ‘high profile’ accounts firm; they made the whole process easy, despite my concerns about the switch. They took control of all the tasks I was trying to manage myself as well as the more complicated stuff. Now I never get stressed about accounts related issues & I actually look forward to meetings with the NA team. They’re friendly, accessible, good at what they do & go that bit further to keep clients happy & informed, with added value services as part of the package that other companies charge unnecessary fees for. I would highly recommend them & have done several times before to associates & friends in business.”

 

Janine Kay
Kayco Ltd.

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