Help and Advice

Looking for an Accountant

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Your accountant may well have been helping you for many years, quite possibly for your parents before you and as a result, they will not just know your history but will understand you and where the issues are, but most importantly they will have a relationship with you.

To change accountant can, as a result, be a significant challenge and one that most people are understandably nervous about. But it is worth asking yourself the following questions:

  • Do you have regular communication with your accountant?
  • What services do they provide?
  • What are they not doing that you would like them to do?
  • Have they sent you any information on MTD (Making Tax Digital)?
  • Do they have a secure information exchange system?

If the answer to any of these is no, you should consider looking at an alternative accountant or get a second opinion.

If you want to find out how easy it is, speak to David

or call us on 020 8863 4566

For Business

Accountants are a fundamental part of any business and when the business is a smaller one they are even more important, providing essential expertise, knowledge and insight that the business may not have internally. So why then are so many unhappy with their accountants.

In banking, it used to be the case that once you opened an account you stayed with them for life, not so anymore. If a person is unhappy with their bank it is now easy to change. And the same applies to accountants.

There are a number of points to check if you are considering changing accountant:

  • Do you get value for money from your accountant?
  • Are they proactive and help you ensure your requirements will be met in the long-term?
  • Have you had a second opinion on what support you need?

Accounting software company Xero recently published research that showed 70% of businesses would not recommend their accountants. Don’t let that be you. If you aren’t happy, look around and find the right accountants to support you.

It is important to get a second opinion, we always say that you should come away from every meeting with something positive and if you are not getting that, then it is probably time to look around for a new accountant.

Watch our FAQ videos on looking for an accountant
Speak to David to discover more

or call us on 020 8863 4566

Get in touch

David White

David White

Business Director (AFA/MIPA)

020 8863 4566

david.white@charter-house.net

London & Counties, a nationwide supplier of office products, changed to Charterhouse Accountants 3 years ago and immediately noticed the difference in the service levels and attention to detail we received from them. They take an active year round interest in our business with timely reminders where required and their knowledge of HMRC rules and the allowances that can be taken advantage of are amazing. We would have no hesitation in recommending them to start ups or larger corporations alike whether based in the UK or abroad. Paul Milbourn Managing Director - London & Counties Office Supplies Ltd. I have been a client with Charterhouse for 15 years. In this time I have always received excellent service. The team at Charterhouse are always suggesting new ideas which suit my business and as a result of this I have benefitted from their innovative tax planning. If ever I have a query or concern it is dealt with quickly and efficiently either by the Partner in charge of my affairs or one of the excellent team of staff.
I have no reservations in recommending Charterhouse to anyone who asked. Sammi Bazini Direct Supplies Limited I’ve been using the company for nearly forty years and whether its straightforward accountancy work or complex tax planning advice I can only praise and highly recommend. There are certain business ventures that I have undertaken that would not have been successful without Charterhouse’s valued advice and input. Steve Soper Sopersport Limited I have been a client since November 2009 (I think). I am so glad that I switched to Charterhouse as I find the service to be exceptional. Micky Ackenson the partner in charge of my affairs is very responsive alongside the team that help with payroll, VAT and any other general enquiries. The main thing that I find is that nothing is ever a problem. If you don’t know the answer to something then it is researched and a qualified answer provided in a very short time frame. I feel that I am also always kept up to date about the best ways to manage my business which is one of the main reasons that I made the switch. I would have no hesitation to recommend Charterhouse and have actually done so already. Natalie Heilling Research Partners Charterhouse are my Accountants, supporting my IT and Networking Company for the past 4 years. They produce and submit my quarterly VAT returns and my annual accounts by accessing my Accounting software directly. They are very professional, trustworthy and reliable with prompt replies to any questions I ask. They also provide my payroll needs on an annual basis and file all returns. If you need peace of mind and reliable control, look no further! Kevin Williams KJW Limited What our clients say “ “