Our aim is to work in harmony with our clients to achieve with them a sure understanding of their financial affairs.

Client Care Programme

As a valued new client, we like to maintain a close working relationship with you to ensure your business needs are being met and that you are getting the most from your investment.

As part of this commitment, our Client Care programme is the first step to identifying the help that we are able to give.
The Client Care programme includes the following features, at no extra cost:

  • Obtaining as much information about your business and tax affairs as possible, to ensure that we always provide you with as much relevant advice as possible.
  • Processing of your personal and business details onto our database so that accounts, tax returns and future correspondence are correctly presented.
  • Review of your business letterhead and invoice to ensure they comply with relevant Tax and Companies House legislation.
  • Compliance review to ensure that the requirements for tax, PAYE and accounting issues are up to date.
  • If you are VAT registered, a review of your standard VAT invoice to ensure compliance with the regulations of HM Customs & Excise.
  • Assessment of the way you deal with employee issues, including assessing the risk of having an industrial tribunal case.
  • Assessing the risk to you and your business of having a tax, PAYE or VAT investigation.
  • If you wish, discussion with any of your other advisers such as your IFA, bank or solicitor, to ensure that you do not get conflicting advice.
  • Assessing the areas of your business that require the most help from outside advisers.