When you’re looking to switch accountants there are some questions we hear a lot.
So, we’ve gathered the most frequently asked questions below:
What is your pricing?
Our pricing is a menu approach based on exact services required. Eg corporation tax, vat, payroll, office address, personal tax return, etc.
I am currently self-employed, but am looking at going Ltd.
Do you give advice?
Yes, we are here to help and give you advice, and we also regularly add articles to our Advice section on this website to help you.
What’s your timeframe for replying to emails with general enquiries?
Often same day or within 24 hours.
Is it best to get an accountant who lives in the same area as me or does that not matter in these days?
Face to face is always nice but is best to focus on a range of factors:
- Potential to develop a long term relationship.
- Do they have clients in your industry and the necessary expertise?
- A focus on tax saving and achieving great results.
- What systems and software do they use and is your data safe?
- Clear and transparent pricing.
- Do they provide the services you need?
- Data backed up off site.
- What is their turnaround time on the work?
- Are they a family business or a large corporate?
- What is their timeframe in responding to questions?
- Based locally to you or able to meet up when needed.
- Specific point of contact and continuity so not someone who is likely to move to another firm.
- Do they provide general business advice?
- Are they qualified / chartered?
- Does the accountant communicate in a way that you understand?
- Regular training and up to date with changes in rules.
Should I use a separate business account or mix it with my personal transactions?
Separate business account is best.
Is it straightforward to change accountants?
Yes it’s straightforward, potential issues include fee disputes with the
old firm or the old accountant not responding but we always get there in the end and the new accountant chases the old accountant so there is very little to do for the client.