Switch to Lumin
READY TO MEET YOUR FINANCIAL POTENTIAL?
So you’ve taken a look at our accounting packages, you want to meet your financial potential and you’re ready to make the switch to Lumin — but what does that involve?
We want you to feel confident in your decision to work with us, which is why we aim to make your life easier from day one. Here’s what you can expect from our onboarding process.
Switch to us
1.
Costs and services agreed upfront
2.
Onboarding email sent, giving access to online portal
3.
We communicate with outgoing accountant on what’s required for a smooth handover
4.
We request codes from HMRC to act on clients behalf
5.
Follow up call once onboarding completed to explain timeline of services and how things can work
Smooth transitions for every client
Thanks to our customer-focused approach, switching to Lumin is as straightforward as moving to a new mobile phone provider. Why make it more complicated?
Communicating with your accountant
Switching to Lumin from another accountant? We’ll handle communications with them so you don’t have to.
When it comes to handover, we’ll ask your current accountant to send over your financial information in an easy format, either via recorded delivery or our secure online portal. That way, we’ll get everything we need to provide you with an outstanding accounting service.
Swift onboarding
Our tech-focused approach to accounting also makes it easier than ever to share information. So long as you have an internet connection, you’ll be able to access your portal whenever you want.
Integrating with HMRC
Following up with interest
During this stage, we’ll get to know your business inside and out so we can ensure we give you the tools you need to improve and grow. We’re as eager for your success as you are — so let us help.
Ready to get started?
Our solutions
Find out how we can help you achieve your financial goals with our accounting solutions, from bespoke business advice and personal tax support to guidance on how to make the most of cloud accounting technology.
Business
Personal
Personal tax help
Online accounting
our services
EVERY BUSINESS IS unique, LET’S celebrate THAT
“If you need accountancy services, look no further. I could not recommend Lumin any more highly. They have helped me completely transform the way I run the finances in my business and have helped me build my confidence in knowing the numbers.”
“Ashley and his team have transformed the way I view the relationship with our accountants . They are a genuine business facilitator. They take the time to understand the business and the people behind it and their service levels are the best I’ve experienced by a country mile. I can’t praise them enough.”
tried,
tested & trusted
Start your journey
We’re so excited to work with you and your business – let’s talk whenever you’re ready.
Get in touch
Discovery chat
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