We are based in Woking, Okehampton & Keswick.
Dukes Court, Duke Street, Woking, Surrey GU21 5BH
1a Estate House, West Street, Okehampton, EX20 1JZ (By appointment only)
Office hours: 9am-3pm
Available for meetings in local area (By appointment only)
What are your fees?
After the free initial consultation, where we can understand your needs further, we will provide a quote confirming our prices for services that suit your requirements. We want our clients to speak to us and therefore do not charge for the occasional call to ask us a quick question. We also offer a free training session on Xero where we provide the subscription.
How easy is it to change accountants?
The process of changing accountants is relatively simple if you take the following steps:
You first need to write to your current accountant by email, unless they request a handwritten letter. You need to advise them that you are changing accountants to BWBCA Limited and ask them to provide us with any requested information.
You should also indicate if there is an expectation of work to be finalised prior to the handover. We will need to have a record of your personal and limited company information, where relevant and also carry out an anti-money laundering check on you by law. We will need to have sight of and take copies of your personal identification to verify identity and address (e.g. passport or drivers’ licence, together with a recent utility bill or bank statement).
To authorise us to communicate with HMRC you will need to sign a new form 64-8 for both personal and company tax affairs, which we will provide.
We will send you a ‘Letter of Engagement’ which sets out the expectations and requirements between us and a copy of our ‘Terms & Conditions’.
We will write to your existing accountant requesting professional clearance, specifically asking that they confirm to us if there is any professional reason why we should not accept the appointment. The letter continues to request copies of accounts and tax records, tax returns and any other information we may need.