New Client Journey

Follow the TW Roadmap

So, you are thinking of working with our team at Thorne Widgery, but what do you get when you sign up?

Of course, we’ll take care of all your compliance and accounting needs but what else should you expect?

Joining a new accountancy firm can sometimes feel like a step into the unknown, that’s why we’ve set out the journey you’ll take with us and the services we’ll deliver to help you run your business with confidence and clarity.

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If you would like to see full details of our data practices please visit our Privacy Policy and if you have any questions please email privacy@thornewidgery.co.uk.

Client Journey
OnboardingStartDiscoveryPre-Year-End Tax Planning (Annually)Keeping Compliant (Periodically)Business Advisory (Quarterly)Wealth PlanningEstate and IHT PlanningLifetime GoalsPlanning your exit strategy

Along the way

Although this gives you an idea of the services and support you will receive throughout your journey with us, there will be other diversions and advice you can rely on along the way.

We’ll continue to listen and support you beyond the steps outlined above, providing ongoing advice as and when you need it from our dedicated team.

This includes, but is not limited to:

  • Regular email updates and information
  • Helpful videos and resources
  • Live events and webinars covering the latest issues
  • Frequent training on the best software and applications offered by Xero

Want to know more?

If you have any questions about the services and support we provide or would like to know more about our expertise in specialist areas, please…

Click here to contact us

If you would like to see full details of our data practices please visit our Privacy Policy and if you have any questions please email privacy@thornewidgery.co.uk.