Refer a Friend
Here at CloudAccountant.co.uk and Umbrella.co.uk, we understand the importance of providing the highest quality services to our customers. We know that happy customers actively promote us to their friends and colleagues.
Therefore, we believe we should reward this loyalty and so will give you:
- A £40 Amazon voucher for you and your friend when you recommend them to Umbrella.co.uk.*
- Up to £200 for every successful Accountancy referral.**
There’s no limit to how many friends you can refer! Simply complete the form below to submit your referral and one of our friendly expert team will be in touch.
Please ensure that you have the consent of the person you are referring. See our Privacy Notice.
Terms and Conditions
* If you refer a friend to our umbrella service, your £40 vouchers will be paid to you after your friend has been paid for the first time.
Your friend’s £40 vouchers will also be issued when they have payrolled for the first time.
The bonus for you and your friend is based on your friend’s contract being a minimum of 12 weeks.
The referrer must be registered with Umbrella.co.uk with an active payroll account with a minimum contract of 12 weeks.
Vouchers are for use with Amazon only and will be issued via the registered email as an online code.
** Depending on the accountancy service you choose, you will receive vouchers for an amount between £100 and £200. Again, depending on the service (enquire with a member of our team here for more details), the referee must either complete 3 months paid service or 4 weeks of fees (to include initial fees paid at sign up) to count as as successful referral.
What Our Customers Say
“Professionalism, Quality, Responsiveness, Value. Absolutely brilliant, highly professional and knowledgeable and at a flat affordable monthly rate. They took care of everything for me and I didn’t have to worry, responded to my queries quickly providing excellent advice. Thank you team.”
“I’m so pleased that I found CloudAccountant, I went to several different accountants and CloudAccountant were streets ahead of everyone else with their responses and professional approach, I’m very happy!”
“Highly recommend – Smooth, efficient and always at the end of an email or the phone to discuss any queries quickly and professionally! The whole team is great – Andrew in particular is always very helpful and takes his time to answer queries/questions thoroughly!”
Frequently Asked Questions
What’s involved in the onboarding process?
An initial consultation will tailor a bespoke quote toward the core services you need. It’s a good opportunity to explore the best fit and deep dive into how we can best support your objectives.
Once an agreement is reached, we’ll need your passport ID and proof of address to verify. All verification can be done electronically through e-signing.
Our onboarding team will pick the baton up and schedule a call to welcome you to CloudAccountant.co.uk. We need you to notify your current accountant that you’re moving and then we’ll do the rest with a professional clearance and transition to make the move seamless.
What accountancy software do you use?
CloudAccountant.co.uk are platinum partners with the award-winning accounting software Xero and FreeAgent.
We also work closely with transactional software systems such as LinkMyBooks, A2X and Dext to support multiple aspects of your business.
Whether you are selling online or managing your expenses, we have software integrations that can help record information quickly and efficiently.
Is there a setup fee or additional cost involved?
There are no setup fees.
We charge a flat monthly fee that contributes to all submissions, software, and support with no hidden costs for advice.
If you onboard with us mid-way through your accounting or tax year we will need to align the costs of our services to the beginning of the contract.
Can I speak to an accountant?
Our dedicated and friendly accountants are always available to provide unlimited advice and support during office hours.
Whether you need support with your accountancy software, advice about a transaction or just looking for knowledge on best practices and efficiency, our team will be available by phone, email, video chat or face-to-face at our Wilmslow head office.
Phone: 0808 281 0303
Can I switch accountants?
Switching accountants can feel like a daunting task from the outset but CloudAccountant.co.uk makes onboarding quick, simple and hassle-free.
We provide a no-fee bespoke quote for our services and all we need from you is your ID and proof of address for verification.
The contacts are sent electronically to review and sign then our dedicated onboarding team will start the process to get you set up.
Please note that you will have to contact your current accountant to determine your active contract end date. We will look after the rest and contact them for professional clearance to transfer all the important details.
Can I amend my package?
Yes, absolutely. You can upgrade or downgrade services at any time and these will reflect on your next billing cycle.
Our team will review your package on a regular basis to make sure you are on the most effective package for your business. We are always available to discuss options for the services available.