Welcome to Trio!

We're so happy you decided Trio are the right accountants for you and are looking forward to working with you. 

Let's get started

First up, there is some key information we need about you and your business.

Please grab the IRD numbers for your business and any individuals in your proposal and then click on the button below to get things underway. 

What happens next?

Once you've completed the Client Information Form the next steps are: 

  • Identity Verification & Authority to Act - Trio's Client Co-ordinator will be in touch with a few more documents for you to sign or complete over the next week to verify your identity and get permission to talk to IRD on your behalf. This is all done electronically. 

  • Let your old accountant know you're moving - ideally you would do this, but we can take care of this for you if you prefer.  They'll then send us any key information and relevant records

  • Xero setup or Xero Health Check - we'll get your Xero setup underway, or request access to your existing Xero account so we can complete our Xero health check

  • We begin our regular cycle of work - annual accounts, GST returns and meetings will be scheduled in. 

How long does this all take?

Onboarding usually takes around 3-4 weeks. 

Delays and hiccups can occur when:

  • We have trouble verifying your identity electronically - if that happens we'll go old school and get you to send certified copies of your identity documents.
  • Your old accountant still has work to complete - if that happens we will work with them to arrange a smooth transition.

If at any point in your on-boarding processes you're unsure what's happening, what to do, or why we need this information just let us know - we'll be happy to explain things to you in more detail.


Why do you need to verify my identity?

This is a requirement under Anti-Money Laundering legislation. If you haven't already completed Identity Verification with us, we will send you and the other beneficial owners (usually that's directors, shareholders with more than 25%, & trustees) an email containing a link to electronically verify your identity online. 

We may also need to request copies of trust deeds and other financial information. If this is the case, you should have been given a heads up, although from time to time we may identify part-way through the verification process that additional information is required.

What's an Authority to Act?

This is a form which gives us permission to link you and your business to our IRD tax agency. It enables us to talk to IRD and other third parties like the bank or your solicitor about your business if needed. 

All directors/trustees are required to sign an Authority to Act form for a company or trust.

How do I switch accountants?

It's pretty simple really. One of us just needs to let them know you're moving. Generally, it's nicer if you talk to them first and copy us into your email. We can provide suggested wording if you're not sure what to say. Or if you'd rather not have to talk to them ever again we can take care of everything for you. 

Once your old accountant has been notified that you're moving, they will send us copies of all relevant information and transfer your Xero subscription to us. Generally this process takes a couple of weeks, but could be delayed if you owe your old accountant any money or if they are completing work for you. 

When will my monthly payments start?

The monthly payments will begin in the month of your "Start Date" as shown in your proposal. You can expect to receive your first invoice in the first week of the month, and payment is due on the 20th of the month. For example, if your start date is April 2022 then you will receive your first invoice on the 1st of April with payment due on the 20th April. 

Our preferred payment method is direct debit via GoCardless. The invoice will contain a link enabling you to set up a direct debit and answer any questions you might have. But if you have any questions in the meantime about payments, please let us know.