Our Standards

Are you getting a good service from your accountants and tax advisors?

Our service standards. These are the commitments we make to you as your accountant:

  1. Our offices are open Monday to Friday, 9.00am to 5.30pm with qualified accountants ready to advise you. If you need to speak to someone outside those hours, we can arrange a time that suits you.
  2. We aim to complete your accounts within 30 days of receiving a complete set of records. If we think it will take longer, we will tell you why and agree a new date with you.
  3. If you are a sole trader or in a partnership, we will talk you through whether incorporating is right for you. Whether a company works out better depends on your profits, how much you need to draw and your plans — for some people it does, for others it does not. We will show you the figures for your own position.
  4. If you are a director and shareholder, we will review how you draw your income each year and explain the options open to you, including how salary and dividends affect your overall position.
  5. Where you do not need to draw all of your profits, we will explain what to consider before leaving them in the company, including the effect on future tax and on any eventual sale or winding up.
  6. Where you do not need to draw all of your profits, we will explain what to consider before leaving them in the company, including the effect on future tax and on any eventual sale or winding up.
  7. Routine calls and emails to your usual contact are included in your fee. If something you ask us for falls outside the work we have agreed, we will tell you before we start it.
  8. You can pay your fees annually or by monthly instalments. Just ask and we will set it up.
  9. We will give you a fixed fee quote for the work we agree, before we start it.

These standards form part of the terms under which we act for you. If there is anything here you would like tailored to the way you work, tell us and we will agree it with you in writing.

An accounting expert from Treetops can call you back at a time that suits you.
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