What happens next
After you get in touch
Whoever picks up will ask a handful of questions about the business — what it does, how it is structured, roughly what it turns over, when the year ends — and will either answer your question there and then or arrange a proper conversation with the right person.
If you are considering becoming a client, the next step is an introductory meeting of about forty-five minutes, at our office, at your premises, or by video call. It costs nothing, commits you to nothing, and is as much about you deciding whether you would be comfortable telling us bad news as it is about us understanding the business. Sooner or later every client has to do exactly that.
Within five working days of that meeting you receive a written proposal setting out precisely which pieces of work we would do, when each would be delivered, what we would need from you and by when, and the fixed annual fee divided into twelve monthly payments. There is no expiry date on it and nobody will telephone you about it twice.
If you decide to go ahead, the engagement letter and identity checks take a few days, and we write to your previous adviser for the handover file. From that point the work is ours. Most people describe the whole process as considerably less trouble than they expected.
Bring your last set of accounts
If you have them to hand, bring or send your most recent accounts and tax computation to the first meeting. Fifteen minutes with those in front of us usually tells us more than an hour of conversation, and it means the fee quotation that follows is a real figure rather than a range. If you do not have them, bring the questions instead.