Latest News & Our ‘Lead of the Week’

3rd Sept – Property Consultancy, East Anglia, £1m turnover

Explained that he has been considering reviewing his accountancy setup as he believes more could be done with tax planning. The accountant he uses isn’t very proactive and he wants to work with a firm that are going to position the company to be as tax efficient as possible. He owns several other companies that are potentially up for grabs, but for now the main agenda will be around the main Consultancy business. [...]

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27th Aug – Automotive Parts Supplier, South West, £500k turnover

Initially said he doesn’t have any pressing issues with his accountant but that the idea of having a review of his setup had piqued his interest. However, as the conversation developed, he let his guard down and basically said he has been thinking about changing and using a firm that might be more proactive with advice and saving him money. Not only that, but he questions the price he’s paying (currently around £6,000). [...]

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20th August – Software Developer, East Anglia, £130k turnover

Explained that they're actively seeking a move away from their existing firm due to what they describe as, “Last minute accountancy” and not being proactive. Apparently the accountant has missed out of tax planning opportunities and they believe now is a time for change. They want to work with a firm that’s going to come to them with ideas and have their interests at heart. This is something they’re keen to address ASAP, therefore they wanted to meet next week. They're currently paying around £2.5k in fees but are looking for the best service rather than the cheapest price. [...]

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13th Aug – Online Retailer, Surrey, £200k turnover

Quick to agree to a meeting. She explained that they’re having problems with their accountant; their annual accounts always seem to take an age to complete even though she provides them with the necessary info within a week of her year-end, and there are lots of little problems here and there that add up to a poor service overall. They’re not a proactive firm and given the positive direction of the business, they’d like to work with somebody who can help them going forward. [...]

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6th Aug – Web design, East Midlands, £180k turnover

Actively seeking change. He explained they’ve used the same firm for the past 8 years but the partner they used to deal with retired 9 months ago. Since then, the service has been terrible; they’re constantly having to chase the accountant to get simple things done and they’re not responsive. They don’t feel valued as a client and they’ve only just met the new partner who’s meant to be looking after them going forward, who he just didn't click with. [...]

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30th July – Facilities Management, Devon, £700k turnover

A family friend completes the accounts at present, but he's thinking of moving away from that relationship as it's becoming clear that they're not set up to be able to provide the kind of support he needs as the company goes through a prolonged period of expansion. He wants his accountant to be more involved with the business, coming in for quarterly meetings and potentially producing management accounts, and ultimately wants to work with someone who’s going to be more proactive and able to give him advice. They also employ a separate bookkeeping firm, although he wants to change that too; he’s open to a holistic review. [...]

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24th July – Wholesaler, North West, £550k turnover

Explained that our call came at a good time. The firm he previously used has been taken over by another firm and he’s not very happy with their approach; he keeps getting ad-hoc bills for things that were previously included with the old firm and he feels as though he’s paying too much overall. They’ve been thinking of reviewing their situation for a while and we subsequently agreed on the above date and time. They use QuickBooks at the moment but have been thinking about looking at some alternatives, so would be open to hearing about any specific recommendations you might have. Separate to their accountant, they have a book keeper who comes in once a week, but they're open to the idea of you taking that on as well, as they're likely to be retiring in the near future. [...]

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16th July – Decorating Contractors, Midlands, £1.5m turnover

Said our call came at a good time as they held a directors’ meeting last week where they agreed they’d like to meet with other accountancy firms. The main problems they have with the firm they use at the moment is that they’re slow to get work done, resulting in a lack of clarity over their tax obligations, and lacking in transparency over their fees. They therefore like the idea of seeing what a more proactive, transparent firm might offer. [...]

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9th July – Precision Engineers, East Anglia, £400k turnover

Has been using (top 10 firm) for a number of years but his confidence has been rocked by some key members of staff leaving and a resulting drop in service levels. He therefore feels that now is a good time to take some perspective and see what else is out there. He acknowledges that he's probably a bit on the small side to be using them and that he'd probably benefit from a closer, Partner-led service. [...]

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2nd July – Commercial Cleaning Contractor, Kent, £650k turnover

Said he's been thinking about looking at alternative providers as he feels he's being charged an exorbitant rate (£771 per month inc vat, plus an additional sum at the end of the year which he said was a further £6k last year). He said all he gets for that is his annual accounts and tax computation, and they've recently started doing his VAT returns as well. They don't even do his payroll - that's outsourced to another company. Furthermore, he's hoping to retire in 5 years or so and would like to chat through his options around selling the company. [...]

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    Your total projected return on that initial investment, assuming each client remains with you for 5 years:

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