Become a client

We are often asked how a business or an individual can become a client and what they will need to think about before they appoint ABS Accountancy Ltd to act for them or their business.

  • How do I make initial contact?

As you are already browsing through our website, the easiest way to click contact us and provide a few basic details such as:

• Your Name including a contact number.

•Nature of Business including how long you’ve been trading.

•Business Structure, e.g. partnership, sole trader or limited.

•Year End.

A member of our team will then call you in order to establish some key facts about any issues you may be facing and to arrange an initial meeting. Or alternatively you could call by our office, where a coffee/tea awaits.  A Partner or a senior member of our staff will be more than pleased to help you.

  • Who will look after my affairs?

Every client is assigned a client liaison partner who will oversee the provision of services and advice to you. That partner will usually be present at the initial meeting, although on occasions that may not be possible, you may also find that you are introduced to additional partners, as your needs may dictate the specialist skills of someone else within the firm. Or even outside the firm.

  • How do you charge for your services?

From the outset, we will explain how we charge for our services; and we will, wherever possible pre-quote a fixed price or agree to a fixed fee. We will always provide you with an estimate of the anticipated costs.

  • I already have an existing accountant – does this make any difference?

Yes it does. If you wish to change accountants then this is a relevantly easy process, but we do have to follow some professional courtesies, which involves us writing to your existing accountant to confirm that there are no professional reasons why we should not act for you. This is generally a formality and your outgoing accountant will usually provide us with any relevant information about your affairs to make the changeover as smooth and as straightforward as possible for you.

  • Do I need any references to become a client?

It is possible that we may on occasions request that your provide references. If you are already in business, we will ask you to let us have a copy of your most recent accounts/tax return. Additionally, under current legislation, we are legally obliged to obtain proof of your identity and address. This process will be fully explained to you at the initial meeting.

Download our Client Care Statement