Our Client Service Charter

Our commitment:

  • Communicate at the outset about how we handle your business accounting and tax affairs and personal tax affairs. This includes our standard terms of engagement and the cost of compliance and consultancy advice
  • You will always have two points of contact one being the director responsible for your affairs and the second a client manager
  • We will promise to see you promptly for appointments
  • We will endeavour to provide a professional service and be open, honest, and courteous at all times
  • We will ensure your emails are appropriately acknowledged and dealt with within a reasonable time frame. We will try to take your call and, if we can't, return your call within 24 hours
  • We will ensure your written correspondence is appropriately acknowledged and dealt with within a reasonable time frame which can be agreed between us
  • We will aim to deliver your annual compliance obligations in a timely fashion. For example, we will target to prepare, complete, and file your annual accounts and/or tax return within 3 months from receipt of complete information
  • We will stay up to date with the latest legislation rulings and adhere to the highest standards
  • We will ensure all our staff receive regular training and mentoring so they can offer the very best levels of service to you

Our expectation from you:

Communication - please keep us up to date of any major changes or key decisions to your business or personal circumstances so we can give you the best advice all year round

Courtesy - We request that you treat our team members professionally, fairly and with courtesy

Honesty - We ask you to be honest and open with us when providing information so we can give you the very best advice at all times

Feedback - Please give us feedback on how we are living up to our commitment to you

Introductions – Please do not hesitate to introduce a friend or business associate who could benefit from our services