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Okehampton Office

Office hours: 9am-3pm

1a Estate House, West Street, Okehampton, EX20 1JZ (By appointment only)

Keswick 

Available for meetings in local area (By appointment only - please contact Anna)

Woking 

Dukes Court, Duke Street, Woking, Surrey GU21 5BH (By appointment only)

FAQS

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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.  If you would like to accept the quote we will need to have sight of and take copies of your personal identification to verify your identity and current residential address*. We may use credit reference agencies in order to verify your identity using information from the Electoral Register and other public sources. 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 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.  

*For companies looking to appoint us, valid proof of identity and a proof of current residential address will be required for those person(s) who ultimately own or control the organisation and the director(s) whom will sign the accounts.

How easy is it to change accountants?

The process of changing accountants is relatively simple if you take the following steps:

  1. You first need to write to your current accountant by email, unless they request a 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. 

  2. We will then 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.

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