Using the BC Module

Using the Foundation Accordian

  • Can I change to Naylor Accountancy Services if I already have an accountant? If so, is the process complicated?

    We have a number of clients that have switched to us due to our quality of service at lower cost. The switching process is very easy and requires minimal effort on your part. You simply need to: i) let your existing accountant know that you no longer require their services (you can write if you would prefer not to call them); ii) let us know when you've informed them. In line with our Institute's professional guidelines, we will then seek formal clearance from them, which will include us obtaining any handover information that we may need in order to take over as your new accountant. Your old accountant should not charge you for switching as that should be part of their Institute’s guidelines.

  • Do you give help and advice regarding bookkeeping?

    We always want our clients to have a robust bookkeeping structure in place. We provide a bookkeeping template that we ask small business clients to use. All part of our customer service. We make sure our clients have the best bookkeeping system for them and for some this is ensuring that an accounting system is in place. Our preferred accounting system solution is Xero which is very easy to operate, provides a great suite of reports for clients and is all online allowing easy access.

  • How do you structure your fees?

    Clients predominantly pay by monthly standing order which helps spread the accounting fees across a 12 month period and gives access to free ongoing advice. For a piece of work needing to be done over a short period of time, it would be normal to request a deposit followed by final payment upon completion. We can also undertake work on a charge for basis if required.

  • How quickly do you respond to emails?

    We aim to respond to emails within 24 hours.

  • I’m not local to your practice, does that matter? Do we need to meet up?

    We have clients all over the UK from Scotland to the South West even though we are based in the South East. We have systems in place which allow us to work with each other remotely, and we always respond quickly to emails or phone calls from clients so that we can work together effectively. If you would like an in person meeting, you are very welcome to visit our office in Tunbridge Wells or we may be able to arrange a mutually beneficial meeting place in or closer to your location.

  • If I want to ask you questions during the year, will you charge me extra?

    No. Naylor Accountancy Services offers fixed fee accounting packages for Ltd companies and sole traders at a very reasonable price. Through these packages all advice is FREE so you can pick up the phone or email us with any questions or queries at any time. Successful individuals and businesses look to the future and plan accordingly. We would like to support you by providing timely and relevant accountancy, tax and business development services and open communication helps us to help you.

  • Is it necessary for me to send you copies of all my invoices and receipts?
    No. We would require your spreadsheet or similar statement, showing your income and expenditure for the year. Following review of this, we will ask for detailed information on the income and expenditure to ensure your accounts are correct. If further information is required, we may ask for original copies of certain items.
  • Is there a minimum contract period?

    No. We are so confident that you will be impressed with Naylor Accountancy Services that there is no minimum contract period or 'tie-in' with us. All we ask is that you give 30 days’ notice if you wish to leave us so that we can tie up any loose ends and hand your paperwork back in a professional manner.

  • What are the next steps if I decided to take on your accountancy service?

    We would normally have an initial meeting in order to fully understand your requirements. This enables you to meet us and ask any questions. After this we send you a quote outlining the charges for the services you require. If you wish to proceed we would then ask you for some personal information in order to undertake our money-laundering checks. This process is required by the Chartered Institute of Management Accountants and the UK Financial Services Authority. We will also send you an engagement letter specifying exactly the services that you require and our responsibilities to you. We would also ask you for an initial payment at this stage. We would then send you details of everything we require to complete your accounts and tax return. At all stages, we are available to answer any questions you may have if there is anything you are unsure about.