I am so thrilled to have you in the Collective. To ensure we can hit the ground running with your tax filing and strategy sessions, we need to complete your professional "Port Entry" (onboarding).

Please complete these 4 essential steps in order:

Step 1: Professional Onboarding & AML

As a Chartered Tax Advisor and Accountant, I am legally required to verify your identity and understand your business structure.

This form takes roughly 10 minutes.

Please have your Photo ID and most recent UTR (Unique Taxpayer Reference) ready.

Step 2: Sign Your Engagement Letter

You will receive an email within the next 48 hours from SignNow.

This document outlines our professional relationship and ensures your accounts are handled to Big 4 standards.

Please sign this as soon as it hits your inbox.

Step 3: Connect Your Data (FreeAgent)

The Anchor to Scale method relies on real-time data.

If you already use FreeAgent: Please invite me as your accountant using gemma@anchortoscale.com.

If you don’t have a system yet: [Link to your FreeAgent Referral/Setup].

Getting this connected now means we can find your missing profit from Day 1.

Step 4: Join the Private Community

This is our central hub for the Scale Vault, the Wednesday Anchor Hours, and our weekly Q&As.

Check your inbox! You’ll receive an official invite from Skool within the next 48 hours. Click the 'Join Group' button in that email to get instant, free access to our community and the Scale Vault. You do not need to enter your card details again.

Questions?

If you hit any snags during onboarding, drop a message in the "Help" channel inside the Skool community or email me at gemma@anchortoscale.com.

I’ll see you inside the Collective!