Latest News & Our ‘Lead of the Week’


25th June – Flooring Retailer, Birmingham, £400k turnover

Has been using (local accountancy competitor) for about 10 years, but has finally concluded that they're far too big for the business as it currently stands. The level of service is practically non-existent and by the sounds of it he just wants somebody he feels better suits the needs of the company. Furthermore, he believes that they were over-charging him for previous work he was having done with some dormant companies, and as a consequence he's lost trust in them. [...]

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18th June – Bespoke Furniture Supplier, Midlands, £250k turnover

Interested in meeting on the basis that he doesn't feel as though his accountant is particularly proactive, and he generally feels as though he's one of many rather than a valued client - "I might be wrong, but it just doesn't always feel as though they've got my best interests at heart". He'd therefore like to see if you can offer a fresh perspective and any improvements over the current service. [...]

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11th June – Office Fit-Out Company, Hampshire, £500k turnover

Immediately remarked that we might have called at the right time, as both people he's used to dealing with at his accountants have very recently retired, so he sees this as an obvious time to take stock of his accountancy setup as it's been on his mind to review for a while now. The company consists only of him and his wife, and he does everything in-house using Xero, other than the annual accounts and tax return. [...]

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7th June – Motor Trade, North East, £1.4m turnover

Stated immediately that he’s actively seeking to change his accountants. He’s had a quote already, but admitted he didn't particularly click with the person he met with. He’s unhappy with the value for money he’s getting, combined with a lacklustre  service, and hinted at some past issues which make him feel as though he can trust them anymore, which he said he's tell you about at the meeting. Current fees are around £7,000. [...]

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28th May – Roofing Contractor, Midlands, £100k turnover

Was very happy to hear from us. His business has grown significantly this year and feels as though he’s outgrown the one-man-band accountant he uses. He complained that they’re not very proactive and doesn't feel that they have the expertise to be able to guide him as he grows in the coming years. He currently pays about £2,000 in accountancy fees and recognises that you get what you pay for, so is not looking for the cheapest price but for advice he knows he can rely on. [...]

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21st May – IT Consultancy, East Anglia, £3.5m turnover

Very receptive to the idea of a review meeting. They’re not happy with their present accountant as they’re not proactive enough, and she would like to see if you can offer a service that's more in line with their expectations. Additionally, she owns various plots of land: one piece that she’s looking to sell for £8M immediately, and then another that’s worth about £15M later in the year. She'd therefore like to chat about the tax implications of those deals. [...]

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14th May – Renewable Energy Consultants, South West, £1.2m turnover

Said our call had come at a good time as they’ve been interested in getting a second opinion for a while but haven't found the time to do so. They’re implementing a new accountancy software package at the moment, and the process has raised some questions about the firm they use, which has prompted them to think about their overall competency. Along with some recent personnel changes within the accountancy firm with trusted people retiring, they see now as a good time to have a fresh look at things. [...]

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7th May – Manufacturer, South Wales, £300k turnover

He explained that they’re reasonably satisfied with their accountant but conceded that he could no doubt identify some improvements to the service if he thought about it. They haven't reviewed their accountancy provision before and he would therefore be interested in whether a another firm might go about approaching their business. He's open minded and said he’d consider change if you’re able to demonstrate a reason for doing so. His accountancy fees are currently about £6,500 per year. [...]

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30th Apr – Engineering Consultancy, Nottingham, £500k

Explained he’s used the same firm for the best part of 10 years, although the firm has been through multiple takeovers/personnel changes, which has had a negative impact on service levels. One thing he specifically mentioned is that he would ultimately prefer to work with a firm that’s more proactive, and ideally able to advise him on long-term tax planning strategies. [...]

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23rd Apr – Furniture supplier, South Coast, £1.2m turnover

The business is undergoing some changes and as a consequence they're in the process of reviewing their supplier base. Specifically, their current accountants were described as "rubbish". She told us that they’re never in touch, she has to constantly chase them up on every piece of work, and it's reached the point where they’re actively seeking change. [...]

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    The monthly cost to reach that goal over 12 months would be:
    £250

    Your total projected return on that initial investment, assuming each client remains with you for 5 years:
    £50,000

    *Please note that these figures are for illustrative purposes based on available data. Please call us on 01395 222984 for a bespoke projection based on your unique goals