How do I become a client?

Easily!  Firstly we like to meet you to decide if we can work together and of course there will be a few forms to complete, but essentially you appoint us and we become your Accountant.  We will take as much hassle away from switching Accountants as possible.

Quite often potential clients ask us how they can become a client and what they need to think about. We have listed a few of the common questions below.

What do I do first?

Firstly please contact us by clicking the Contact Us button at the top of the page.  We will then call you to obtain a few key facts about you, your business and how you would like an Accountant to help you. We will then arrange an initial meeting with you.  Alternatively you can call us directly and we will be pleased to talk to you.

Who looks after me?

All clients are looked after personally and you will always be able to contact your Accountant.  We love working with our clients and will always take a personal interest in your business.

How do I pay your fees?

At our initial meeting we will discuss a fixed fee plan. All fees are payable monthly.  If we are required to undertake additional work which we have not discussed at the initial meeting then we will always give you an idea of the cost in advance.  You will never receive surprise bills!

I already use an Accountant - Does this make any difference?

It does, but to change Accountants is a very simple process.  We have to follow professional etiquette and contact them to make sure there are no reasons why we should not accept appointment.  This is usually a formality and your old Accountant will provide us with relevant information about your affairs to make sure the changeover is as smooth as it can be.

Do I need to provide any references?

Sometimes we ask clients to provide references.  If you are already trading then when we meet for our initial meeting we would like to see your most recent Annual Accounts.  Under current legislation we are also required to obtain proof of your identity.  We will explain this process at our initial meeting.

Sounds good, how do I contact you?

Please click on the Contact Us button or pick up the phone and give us a call.  We’d love to hear from you!