Our Key Terms and Conditions

We aim to provide a high quality and professional service. To help us achieve this we want to be clear about the scope of services we offer, be transparent over how our fees are set, and ensure we are clear on the  key terms that govern the engagement. 

Fee Payment

Fees that are charged on an annual basis are normally invoiced once the accounts and tax documents are complete, but before submission to HMRC or Companies House.  If information is submitted late and the deadline is tight, we reserve the right to charge the fee in advance of work being started.

Clients on the monthly subscription will be sent an invoice at the start of each calendar month and the fee is normally paid by direct debit. The terms of the monthly subscription agreement are governed by the monthly fee policy.

Fees are generally agreed in advance, any further changes will be brought to the client’s attention before being charged.

A catch up fee may be charged for new business clients, who have deadlines to meet within a short time scale of time, such as four months or less. We will agree and charge the one-off fee at the start of the engagement.


Changes to Service Provision

The services requested may change through the year as client requirements change, for example the number of employees on payroll, or VAT registration. The fee will be amended to commence the following month, to accommodate any changes requested, and an email confirmation will be sent to you.


Other Services

Any requested work outside the scope of the engagement will require information on the scope of the work required terms agreed,  and a separate fee quote will be issued. Examples of such work include advice on capital gains, advice on assets and capital allowances, benefit in kinds etc,  but if you have any questions or considering an action which could have tax consequences, such as the sale of property then please contact us.


Contacting us

We are happy to answer any routine business, accounts or tax enquires, this is included as part of the fee. we can be contacted by email or phone. A meeting in person is offered to new clients at no charge, but a fee will be charged for any subsequent meetings.

If we find a client requires ongoing substantial support we will contact the client to review their service requirements, and adjust the fees if necessary to take this into account.


Reliance on advice 

We will endeavour to record all advice on important matters in writing (normally sent via email). Advice given orally is not intended to be relied upon unless confirmed in writing. Therefore, if we provide oral advice (for example during the course of a meeting or a telephone conversation) and you wish to be able to rely on that advice, you must ask for the advice to be confirmed by us in writing.


Termination of engagement

In the case of termination, clients paying a monthly subscription are required to give us a full calendar month’s notice before termination, and to pay for a final fee for us to complete any outstanding work agreed as agreed. Payroll is charged in arrears, and the final fee will include any outstanding payroll charges.

Clients who require us to complete their year-end accounts and tax and  are on a monthly subscription are required to give a minimum of three full months’ notice from the end of their financial year. The full three months of fees will be due for the notice period, but may be reduced at our discretion.

All other clients are required to give 30 days notice.

We reserve the right to terminate an engagement immediately if a client has not met the terms of the agreement, their responsibilities under the engagement, or we suspect a client has misled us or HMRC.


Engagement terms

The details of the engagement, including the services provided , the client’s responsibilities, and our responsibilities are included in the letter of engagement. This is issued to all new clients, and signed by them at the start of the engagement.

Client Identification.                                 

As with other professional services firms, we are required to identify our clients for the purposes of the UK anti-money laundering legislation. We may request from you, and retain, such information and documentation as we require for these purposes and/or make searches of appropriate databases. If we are not able to obtain satisfactory evidence of your identity, we will not be able to proceed with the engagement.


We are committed to providing you with a high quality service that is both efficient and effective. However, should there be any cause for complaint in relation to any aspect of our service, then please contact us. We agree to look into any complaint carefully and promptly and do everything reasonable to put it right. If you are still not satisfied you can refer your complaint to our professional body, the Institute of Chartered Accountants in England and Wales (ICAEW).