The Verika blog

Guides for professional services.

Processes, policies and client onboarding for offices and firms.

Professional services · 7 October 2026 · 10 min read

Client Onboarding Checklist for Accountants and Consultancies (UK)

UK client onboarding checklist for accountants: AML customer due diligence under the MLRs 2017, professional enquiry letters and engagement letters, in order.

Professional services

Your Staff Handbook Is Only Useful If People Can Find the Answer

A staff handbook only works if staff can find answers fast. What to include, how it differs from the UK written statement, and how to keep it current.

7 October 2026 · 8 min read