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Terms & Information

Our standard Terms of Engagement, incorporating an authority to deal with Inland Revenue on your behalf:



We have a 3-tiered structure for completing your annual business accounts and tax returns.


Clients with an extension of time to file returns have until March of the following year to do so -

this gives their tax agents the ability to spread the workload over the year.

However, you should expect to have work completed within a reasonable timeframe.



Routine - accounts completed within 3 months of receipt (unless you accept or prefer a longer timeframe). We are working on reducing this to 2 months in 2019.

Priority - accounts completed within 4-6 weeks of receipt (by request). We are working to keep this to 4.

Urgent - accounts completed within 7-14 days (by request) or by arrangement based on need.


Note that these timeframes are dependent also on you providing all the information we require, so DO use our checklists!


Occasionally, we have several clients who need work done on an urgent or priority basis, in which case these timeframes may need to be adjusted slightly. We will inform you if so.



We undertake to charge you no more than is reasonable based on our time

and on the skills, expertise and seniority of the staff member involved.

We must naturally pass on to you any costs incurred on your behalf.


Fees charged also depend on the level of service required. For instance:


Regular compliance work (such as annual accounts and tax returns) is the simplest level of service.

This is appropriate for smaller, revenue businesses.


Medium-sized trading concerns interested in results may require additional advisory reports including ratio analysis, trend analysis and benchmarking.

Advisory reports are prepared to point out the significance of the observed results.


 Larger trading concerns interested in cashflow management and growth appreciate reporting on a periodic (such as quarterly), along with face-to-face consultations over results and strategies, and cashflow forecasting for ongoing financial management.


Charges for these services are hourly and skill-based as above. Premiums may be attached to ad-hoc assignments that require urgent handling.