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These are a few of the more common questions we get asked by prospective clients considering using our services

How easy is it to change accountants?

Changing over to us is very easy. It involves just one letter from you and we take care of everything else. Your existing accountant is not usually allowed to charge for providing the normal handover information.

What is the difference between an accountant and a chartered accountant?

Anyone can call themselves an accountant. The title ‘chartered accountant’ and the letters ACA or FCA, however, indicates that the person has undertaken a minimum of three years in-depth training, passed a series of rigorous examinations in financial management, auditing, business strategy and taxation, and is committed to continuing professional development to keep their skills up to date.

ICAEW (Institute of Chartered Accountants in England & Wales) Chartered Accountants are bound by a code of ethics. They are required to hold a practising certificate and professional indemnity insurance if they offer professional services to the public. David Marriott, FCA, Managing Director is a member of the ICAEW.

ACCA (Association of Chartered Certified Accountants) is the global professional accounting body for accountants.  Similar to ICAEW accountants, members are trained to the highest levels and are regulated throughout their career.  Kerys Holt, FCCA, our Practice Manager is a member of ACCA.

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 emphasise enough the importance of tax planning at an early stage, not crisis driven advice. 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.  You are welcome to come and meet the team at our office suite in The Beehive, just off junction 5 on the M65, there is plenty of free parking.

Make an appointment now

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.  Early morning or evening appointments are not a problem.

Is your fixed quote guaranteed for more than one year?

We are 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 annual 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.