Become a Client
Making first contact - the easiest way is to call directly on 01482 881919 to talk to a partner who will ask for a few basic details in order to establish some key facts about the issues you are facing and to arrange an initial meeting.
Who will look after your affairs?
Every client has a client liaison partner who will oversee the provision of services and advice to you. Our services are delivered via that particular Partner and our strong team of accounts and tax professionals. In addition our group includes cba financial services - chartered financial advisers – which enables us to deliver an holistic service.
How we charge for your services?
We will explain how we charge for our services from the out-set, and we will, wherever it is possible, pre-quote a fixed fee, or provide you with an estimate of the anticipated costs.
You already have an accountant – what should you do? As a professional courtesy, cba will write to your accountant to confirm that there are no professional reasons why we should not act for you. This is usually a formality and we liaise with them direct to make the changeover as smooth as possible for you and your business.
Are references required?
It is possible that we may ask you to provide references. If you are already in business, we will ask you to let us have a copy of your most recent accounts. Additionally, under current legislation, we are obliged to obtain proof of your identity – this will be fully explained to you at the initial meeting.