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SBCA Chartered Accountants

SBCA Chartered Accountants

Chartered Accountants in Preston

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Successful client onboarding

Maybe you’re looking to get some help with the numbers, or you’re daunted by the words ‘bookkeeping’, ‘VAT’ or ‘HMRC deadlines’. Perhaps you’re just looking for a second opinion to make sure your business is fully compliant and not missing legal obligations. 

1st June 2022 by Chris Bond

Maybe you’re looking to get some help with the numbers, or you’re daunted by the words ‘bookkeeping’, ‘VAT’ or ‘HMRC deadlines’. Perhaps you’re just looking for a second opinion to make sure your business is fully compliant and not missing legal obligations. 

Whatever it might be, starting your journey with an accountant shouldn’t be draining. You should be guided through every stage and shown that you’re in good hands. 

So what does this look like at SBCA? 

At SBCA, we start off by having a coffee and a chat. We want to have a relaxed conversation with you about what you are looking for and what your current concerns are. We see our clients as part of the SBCA family  With a business cared for and nurtured, and a business to understand. 

During our meeting we will get a better idea of the size of your business and what services you might benefit from. Services include financial forecasts, budgets and management accounts, but we don’t provide them all as a standard package as not all businesses need this. We find the bigger your business, the more financial analysis becomes an essential business tool. 

We act as a sounding board so that the best guidance is given to you and your business. Honesty and transparency are key – so don’t hold back. Tell us what’s worrying you, what you are celebrating and everything in between. Everything you share with us is 100% confidential. 

Together, we’ll agree on the solution that’s right for your business; that may not be working with us, but you’ll have clarity on what to look for in your business support. 

So you can get the most from a meeting with us, or any other adviser, we’ve prepared some questions we recommend you take to your initial meeting: 

  1. How can you help my business grow? 
  1. What do you do to minimise my tax liability? 
  1. How can my cash flow be better managed? 
  1. Who on your team will I be working with? 
  1. What changes would you recommend I make based on our discussions today? 

If you’re wondering how your journey could start with SBCA, keep reading. The information below will give you a visual representation of how we onboard our clients.

Your-onboarding-journey

To conclude, if you’re looking to change your accountant or find your first one, accountants who show a genuine interest in you and your business are keepers!  

We want your business to reach its full potential and are happy to be by your side on this journey.  

If you’d like to talk to our friendly team, contact us today on 01772 963050. 

Category iconBusiness Development,  Business Management

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This firm is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

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