These notes are intended to provide practical guidance on how we work together day-to-day, helping to keep everything running smoothly and efficiently.
I work remotely with the majority of clients, and meetings can be arranged at a suitable location where required. I do not operate a walk-in office — all appointments are by prior arrangement.
The best way to contact me is by email. I aim to respond within 2–3 working days, although responses are often sooner. If something is genuinely urgent, please make that clear in your subject line.
I am not always able to take calls during the day due to client work and meetings. The best number to use is 01293 402368. This number has an answering service so you can leave a message if I am unavailable.
WhatsApp and text messages are fine for quick queries. For anything important, detailed or requiring a clear record, please use email.
My standard response time is 2–3 working days. If something is urgent, please make that clear in your email subject line and follow up with a call if needed. Response times may vary during peak periods or around key deadlines.
I work across multiple clients and projects throughout the week. I aim to keep things clear, proactive and with no surprises — whether that relates to deadlines, fees or issues arising.
Please ensure all relevant records are provided in a complete and timely manner. Where AutoEntry is used, documents should be uploaded or emailed regularly, ideally weekly or monthly. Please avoid submitting duplicate documents as AutoEntry operates on a per-document cost.
You are responsible for maintaining active bank feeds within your accounting software, including re-authenticating connections when required.
Please forward any HMRC letters, emails or notices promptly, including PAYE, CIS and VAT correspondence, filing reminders, penalty notices and Government Gateway codes.
You are responsible for providing Government Gateway access where required and any authorisation codes. These are often time-sensitive and should be shared as soon as received.
Where approval is required for accounts, VAT returns or submissions, this must be provided in sufficient time ahead of deadlines.
Records should be provided promptly after each period end. Late or incomplete records may delay completion or result in additional fees.
Work is delivered based on the use of agreed systems. Use of alternative systems or unresolved system issues may affect turnaround times.
Please ensure queries and information requests are responded to in a timely manner.
My standard service is compliance-based. I aim to prepare work on a timely basis, provide it to you for review, and submit filings once approved ahead of the relevant deadline. Timelines depend on receiving complete and accurate information in good time.
If you require information earlier than statutory deadlines, this can often be accommodated. Additional fees may apply depending on the level of work and turnaround required.
I will always work to meet statutory deadlines where information is provided on time. Responsibility for penalties ultimately remains with the taxpayer, although I will always assist in minimising these where possible.
Monthly fee arrangements are typically based on an agreed annual fee, spread across the year for convenience. Additional or out-of-scope work may be quoted separately or charged on a time basis. Work may be paused where fees fall significantly overdue.
Accounting and compliance is a collaborative process. Timely and accurate information from you allows me to deliver the best possible service. If in doubt, send it over early — it is always easier to stay ahead than catch up.