introduction
Thinking of changing Accountant?
We realise, there could be many reasons why you are visiting this page. Just curious, perhaps? Or have you been considering changing Accountant for some time now ? If you have been thinking of changing Accountant, then there is a strong case for making the move, sooner, rather than later.
The modern Accountant realises, clients, more than ever, expect much more from their Accountant. They want someone to advise, not just react. They want someone to take a genuine interest in their business or tax affairs. Someone they can trust.
It's
Simpler
than you think!
ask yourself
has your accountant
- Given you bad advice?
- Kept putting their fees up?
- Failed to understand your business?
- Left you expecting more from an Accountant?
- Left you feeling trapped and tied to them?
- Appeared not to take an interest in your business?
- Failed to offer enough support?
- Failed to offer good value?
- Lacked expertise in key areas?
- Left you wondering if they are adversely affecting your business?
Basically, left you feeling
Very Disillusioned?
Request a
Fixed Price Quotation
Today
Only takes a few minutes!
in which case
The answer is simple
- To change Accountant, take the first step by completing our Contact Form, below, for a no obligation meeting.
- Let us take responsibility and the stress of moving to a new Accountant.
- No need to contact your Accountant to break the bad news, we can do this for you.
- Assuming you have no arrears with your Accountant, typically, they may just charge for an hours work to supply your documents.
- If you have already paid up in full, then it is normal for Accountants to refund the amount for services unused. We can negotiate this for you, if you wish.
and it gets
Even simpler
- Let us explain the difference we can make to your business.
- We will prepare a fixed fee quote, valid for up to three months
- We will write to your Accountant and request all your Accounts and Tax records. We can also request your Disengagement letter and discuss this with your Accountant, if you wish.
- All Accountants are familiar with the process and your Accountant must supply your records within a reasonable time.
- Should you wait until your current agreement expires? No! If you are seriously considering leaving, the sooner you come on board, the better it will be for you and your business.
we can offer you
A high level of business support
- A dedicated Account Manager
- Unlimited, free telephone advice
- Someone to bounce business ideas off
- An Accountant taking a genuine interest in your business
- Timely business advice
- Strong, friendly customer support
- Advice on the best business plan to use for your business.
- Advice on, typically, what works or doesn’t work in your industry
we can offer you
Help with your finances and reducing costs
- Assessing the finance requirements, advise on the best sources of finance and draw up the necessary proposals
- Advice on reducing your tax bill
- Help building a profitable business
- Competitively priced service or custom Fee Plans
- Help with keeping Accountancy fees down
- Possible tax saving calculation by being Ltd
- Preparing a business plan, cash flow projections, budgets, and trading forecasts
- Establishing a good working relationship with your bank
- Business performance and reviews
we can offer you
Help with operational requirements
- Setting up a recording system for your internal use and for complying with statutory requirements
- Completing any registration procedures with Companies House and HMRC
- Helping with all aspects of business compliance and administration
- Deciding on what computer hardware to buy and help with the installation of accountancy software
- Help buying an existing company
- Help setting up UK Subsidiaries and Branches
- A fully outsourced accounting service
a few of our
Frequently Asked Questions
Is the initial consultation free and is it face-to-face or via telephone?
It’s free and can either be face-to-face, by telephone or by Video Conference. To ensure you get the most from the meeting, we will agree an Agenda in advance, to help us both focus on the most important topics.
How long will the transfer take to move from my current Accountant?
Typically, it is quite straight forward and we can do much of the leg work for you. We can even notify your Accountant that you wish to change Accountants. The transfer would normally take around one month.
What should I do if my current Accountant contacts me in relation to the meeting I had with you?
If we have instigated the transfer on your behalf, then it would be unusual for your current Accountant to contact you.
If they do, then in the first instance, please keep discussions between us, as private and confidential. Secondly, contact us to confirm the nature of the contact i.e. any outstanding monies owed or commitments, and we will respond to them on your behalf, to ensure the transfer goes as smooth as possible, and allowing you to get on with the important job of running your business.
What additional information will you require from me?
As a standard practice, we will contact your current Accountant and make a request for all relevant information to be sent to us. You should also inform us of any outstanding monies due/owed and any outstanding commitments.
Do you offer any incentives for changing over to you?
Yes we do and these would depend on your own personal circumstances. Although we hope the first class service you will receive is incentive enough, we are more than happy to tailor our services, to keep your Accountancy fees to an absolute minimum.
Is there a minimum contract?
If you are on one of our standard plans, then there would be no minimum contract period. All you need to do is give a month’s notice in writing. If we have negotiated a tailored plan, then typically, it would have been based on a full year, in which case, it would run until the end of the period.
What do you mean by keeping your Accountancy fees down?
There are a number of ways you can keep your accountancy costs down, internally, and with us. Using accountancy software, will process your transactions more quickly and efficiently and is a bookkeeping task you can quite easily do yourself. Subscribing to one of our popular Pricing Plans, instead of paying for ad-hoc services, can also give you savings. Respond promptly to any of our informational requests, saves us time and, therefore, money. Utilising our pro-active tax or business advice, can give big savings.
Do you offer standard service plans or is your service tailored to my specific requirements?
During our early discussions, it will become clear if one of our standard plans would meet your requirements. We have various plans: depending on your size of business; if you are already established; or if you are a new startup business. Either way, we are very flexible and can easily tailor or tweak any of our services to meet your requirements fully.
Your office is some distance from me. Does that matter?
No, we are pleased to confirm, it will not have any impact on our level of service. The vast majority of accounting services are now online, removing the need for us to, physically, be on your premises. We also, routinely, use Video Conferencing facilities, such as, Zoom, when face-to-face meetings are required. Our clients find this much more convenient and meetings can be easily rearranged, if required.
Rated 5 out of 5
The level and quality of advice received, in our opinion, has played a major part in our success.
Jonathan Davis
Pertwee Associates
Working with Happy Clients
Every business wants happy clients and we are no different. Referrals play a large part in the continued success of our business and is why we are delighted, when clients send us positive feedback.
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17 Oct2021
10 Oct2021
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it could be the best decision you make this year
Are you;
- A new Startup business looking for the best advice.
- Unhappy with your existing Accountant and looking to change.
- Looking for an advisory service to help your business grow.
- Or need someone to look after your personal tax affairs.