Onboarding

Welcome, let’s get you onboard

You’ve taken the first step to meeting your growth potential, let’s get started and get you on board.

Thank you for choosing Next Level Business. We’re excited to take you on your business’ growth journey and to help deliver its full potential.

Paul Layte FCA

One of Our Finance Experts

Next Steps: Key Actions

Great news, your proposal was successfully accepted! We’re thrilled to have you onboard and even more excited to help you reach your goals. To get started, we first need you to complete three key actions outlined below.

Key Action 1: Watch the Onboarding Video

Take the time to watch the onboarding video in detail, gaining a comprehensive understanding of its content and instructions.

Watch the Video

Key Action 2: Complete Onboarding Questionnaire

Complete the online form so we can get to know you and your business even better. We may request additional information from you to help get you set up.

Complete the Questionnaire

Key Action 3: Setup Payment

Invoices will be for the 1st of each month and direct debits for the month will go out just after.

Setup Payment

What to expect?

Here at Next Level Business, our onboarding process is split into 5 simple phases. Once you have completed the key actions listed above, we can begin onboarding your business. If you are a smaller business, you can expect to reach phase 3 within the first month. If you are a larger business, completing each phase will take slightly longer.

Take a look at each phase below, so you know exactly what to expect and whether we may need anything from you.

Once you have completed the key actions listed above, we will:

Apply to be your Tax Agent
We will need to notify HMRC that we are your agent so we are able to represent you. This is essential otherwise we can’t view your information or talk to HMRC about your affairs. You will need to submit the activation code that you receive in the post (typically takes 7-10 days) as quickly as possible. The code will be sent to the last address registered for that particular ‘tax’, be aware that the code will expire after a certain time.

Account handover
If you had a previous accountant to handle your affairs, we will write to them for a handover of your matters and important ‘accountant’ type information. Please inform your previous accountant that we will be in touch and authorise release of information to us.

We will seamlessly integrate our software systems with yours, expect to be introduced to Xero & Receipt Bank.

Already using Xero? Please complete the key actions requested above.

New to Xero or need a refresh? Visit the Xero YouTube channel for introductory videos lasting 10-15 minutes for a good overview of the basics.

Account handover
If you had a previous accountant to handle your affairs, we will write to them for a handover of your matters and important ‘accountant’ type information. Please inform your previous accountant that we will be in touch and authorise release of information to us.

We will set you up in Xero and invite you in
You will need to login and create credentials
The Xero login page can be found in Launchpad
We can arrange a follow-up Q&A call if needed

All of the tools we use, and give you access to, are designed to make your financial management easier everyday. But we know that nobody will use these tools if it’s hard work figuring out how best to use them.

As a new client, we’ll provide the training and guides to help you start using these platforms effectively for your business. You might not need the full suite of complex features, so we’ll show you what you do need and how it’s going to positively impact your management.

We’re here to support you, so if you’re in any doubt… just ask!

We may perform our unique 40-point health check on your company’s Xero organisation if we were not the ones who originally set it up/have been running it. We find that this helps to identify critical action areas, areas for improvement and also the stuff that is just fine (to put your mind at rest!).

If we do perform a health check we will be in touch with the results of that in due course for discussion with you. As we are looking to build a platform for your business to grow, getting the basics right is essential to being able to provide the right insight and ultimately advice and action for your business.

Congratulations, you have completed the onboarding process! We have received all the crucial information to set you up and we can begin to help you unlock the potential of your business. We want to understand and help you work towards your goals and results, so we will be in regular contact with you.

What’s next?

Check-in: Your Growth Accountant will be reviewing your financial performance, learning about your business, and understanding what it is you’re wanting to achieve. Think of them as part of your team.
We’re here to support you, so if you’re in any doubt… just ask!

Onboarding call: Your dedicated Growth Accountant will be arranging an onboarding call with your. They’ll be introducing themself over video call, running through how your service will operate and answering any questions you may have. We want you to be comfortable turning to your Growth Accountant with any questions or ideas.

Future Goals: We’re the Growth Accountant, meaning we know you’re not wanting to stand still. The primary form of unlocking your potential is to understand what it is you’re looking to achieve. We’ve already discussed what your future goals are, now we’ll be looking to cement, track and discuss how this looks in the day-to-day.

Dashboards: We’re a data first accountant, we let your data drive our insight and advice. We believe that you should understand your own performance, hence we create multiple dashboards for you to view your financial performance. We’ll be discussing this in more depth in the coming weeks.

Got All That? – OnBoarding Checklist

Setup payment

Onboarding questionnaire

Xero Access

Submit HRMC Code

Inform your previous accountant that we will be taking over

Book onboarding check-in call

Client Launchpad

We have created a handy business Launchpad for you to use to get lots of business tasks done whenever you like, quickly and easily.

24 Hour Access

Access Launchpad 24/7 by clicking the top sign-in button on the website.

Works

On desktop, mobile and tablet (the more complex stuff is better on desktop)

Password

‘nlb’
(it always stays the same)

Helps

You book calls with us, notify us of payroll changes, send us information, pay taxes and much more

Lets Talk

Ask Us

We want to be the first person you call about business. If you have a business problem, a big decision to make or need help and advice, ask us first. We have seen thousands of client issues and scenarios and we may be able to help or know someone who can.

Support

Your support options are:
1. Email – you will receive an email from your appointed Growth Accountant.
2. Call – you can book a call via Launchpad anytime you want.
3. Meeting – a face-to-face meeting can be arranged if required.

Alerts

We may very occasionally text you if we need you to respond to something urgently.
1. Alert Number – 07492 888347
2. Save – it in your phone as ‘NLB Alerts.’
3. Don’t – ring it or text us as it is primarily an outbound alert number.

Our House Rules

We work in a partnership with you to drive and achieve growth. We are here for whenever you need us and in return we ask that you follow our principles below.

Do Your Bit

This is a partnership approach. We need you to be organised and timely, so we are able to deliver the results you want.

Technology

We use technology to deliver our service. Climb on board so we can support you. New to our systems? Visit our YouTube.

Share & Be Open

Share your mindset & goals with us. We will sometimes challenge you, present new ideas & alternative options to consider.

Value

Value what we do for you and what we can do for you. We are here whenever you need us, ask anything you want.

Pay To Play

Here at Next Level Business, we don’t do debtors, ever. We have made it easy with direct debits and clear & transparent pricing.