Is the first meeting really for free with no obligation?
Yes we are happy to meet you to discuss your business affairs at no obligation. We also make great coffee!
I’ve just had my accounts done and don’t need an accountant until next year, so is there any need to contact you now?
We can’t over emphasize the importance of tax planning at an early stage, not crisis driven advice. Ideally you do tax planning before the year even starts but after that, the earlier the better. The same is applicable to all areas of advice and we are about helping you change the future, not just reporting what has already happened.
Will you come to visit us for an initial consultation?
Yes. It often helps to see your business, books and records, etc at first hand and we are always happy to invest our time without charge to show you what we can do. Of course, if you prefer to visit us, that’s fine too.
When and how soon can you come to see us?
When’s good for you? Let us know and we’ll do our utmost to help. If you need to see somebody urgently, we’re always out and about and can arrange to see you very quickly. We offer evening and weekend meetings. We can also come to you if that is what you prefer.
You seem to be offering so much that I’m just not used to from my present accountant. How do I know you will deliver?
All we can say is that as accountants, you’d expect us to be a bit analytical, which is true. As such do you really think we would offer you something we couldn’t deliver! Our clients are used to this level of service. You are also more than welcome to speak with some of our existing clients who have the experience of our service.
Are your fees expensive?
No! We offer fixed fees linked to the value of what we provide. We’re not always the cheapest and as with many things in life the cheapest is often the most expensive in the long run. However, we are not expensive and we offer excellent value for what we provide. Most importantly we never undertake work without agreeing the fee arrangements in advance so you always know where you stand.
How Much Is It Going To Cost Me?
Your initial consultation will be free, as will your transfer of documents if you are moving from another accountant. As with ALL accountants our fees depend upon the level of expertise and time necessarily devoted to your affairs. We will negotiate fees which are amicable to both parties, payable on a monthly basis, to assist with your cash flow.
Will I get charged for making phone calls?
We don’t charge for calling us, you are welcome to phone us but we always appreciate if this opportunity is not abused.
Is your fixed quote guaranteed for more than one year?
We’re not in the business of providing low quotes just to get your business for the first year and then raising the fees. We want you as a long term client who trusts us to do what we say we will do. We quote what we anticipate to be a fair fee for the value provided and would only anticipate normal inflationary increases if the work stays the same. Very occasionally there may be reasons why the amount of work involved exceeded what was expected but we would sit down and discuss these with you. In some cases, where it is clear exactly what work is involved we can guarantee the fee for more than one year.
How do I pay my bill?
Our preference is for clients to pay us by monthly standing order or upon receipt of our invoice.
Previous accountants I have used keep changing the staff I deal with, can you assure me of continuity of staff?
As far as possible we try to ensure that you have regular contacts with the allocated staff looking after you for as long as possible.
Do I Need To Sign A Contract With You?
We will give you a letter of engagement explaining the services we offer you, you are of course free to leave us at anytime. This is not a contract, as such, but a memorandum of the work it is agreed that we will undertake for you, and our terms of business.
How easy is it to change accountants and why should I change?
If your existing accountant is offering you an excellent pro-active service at a fair fee then stick with them. However, different accountants will save you different amounts of tax and provide different levels of business advice. If your present accountant doesn’t offer the type of service you want and that we do offer, then changing over to us is very easy. It involves just one letter from you and we take care of everything else for you. Your existing accountant is not usually allowed to charge you for providing the normal handover information.
Can I take out affordable insurance in the event of an HMRC enquiry or investigation?
Yes we have negotiated insurance cover to suit all types of business.
What Happens If I Can’t Visit Your Office To Deliver My Documents?
You can always post your accounts to us. We strongly recommend recorded delivery. Depending on how far you are from our office, we can also arrange to have this picked up by us.
Do you have parking facilities?
Yes we have our own excellent parking spaces behind our building.
Further advice and assistance
If you are unable to find the answer to your query above, there is always our ‘Resource centre’ on our website, together with our quarterly newsletters which may provide the information that you are looking for. And of course, we are always on the end of a telephone line or e-mail.
Above all, don’t simply follow advice from Joe Bloggs in the pub –
- Is he qualified and experienced enough to comment?
- Are his circumstances AND yours identical? We bet they aren’t!
- Acting on the wrong advice – even if it’s free – could cost you dearly!
Posted in: FAQ