Professional introductions and coordination
Connect with solicitors and accountants where their expertise is needed.
Monthly update
Illustrative example
Completed
- Introductions to two accountants sent2 Oct
- Action list agreed with your team6 Oct
Awaiting your decision
- Choose which accountant to appointDue 14 Oct
Next actions
- Follow up the solicitor on the supplier contract16 Oct
- Send the October update31 Oct
We coordinate agreed administrative tasks and communication with the providers you appoint, supported by an action list and a monthly written update.
Introductions
Where your business needs legal or accounting advice, we can introduce solicitors and accountants we have worked with. You decide whom to appoint, engage them directly and pay their fees separately.
What is included
A named coordinator for the administrative tasks we agree with you. We track actions and dates supplied or confirmed by you and your professional advisers, follow up outstanding items and flag delays. You receive a monthly written update on progress and what needs your attention.
- An action list of the agreed tasks, who owns each one and when it is due
- Following up outstanding items with the providers you appoint, so you are not relaying messages between them
- We log correspondence you share with us, flag stated deadlines and send it to the person responsible. Your accountant or solicitor handles any response requiring their advice.
- A monthly written update on progress and what needs your attention
Your directors retain responsibility for company decisions. Our role is limited to the tasks agreed in writing. We do not hold funds for payment to third parties or operate your bank account.
Start with a conversation, not a contract.
Tell us what you are trying to build in the UK. We will tell you what it takes, roughly what it costs, and whether we are the right firm for it.
Learn more about Capital Orbit Group