Our Work
Every new client receives a welcome book
For new clients we produce a welcome book with all the information we consider relevant to our clients. This document tells the client about our firm and the way we work.
In addition, our welcome letter also clarifies the details of the engagement that has been assigned to us to ensure that both the firm and the client’s expectations are mutually agreed.
We drive the engagement through anticipation
We work in a proactive way by:
- visiting our clients if necessary
- requesting information and documentation regularly
- providing you with estimates of future tax obligations
- keeping you informed of progress
- advising you of changes in legislation and environment
We may say no
We may decline to perform the work we are being asked to do if:
- we feel we are not able to do the work requested to a high standard
- we have not received the necessary information or documentation
- what you are asking us is not in line with our ethical guidelines
We share responsibilities
We are committed to delivering an excellent service, however on most occasions we need the support of our clients to allow us to do so.
We always meet our objectives provided that the necessary documents and information have been duly received within the required time to allow us to perform our work.
We go to our clients
We like to visit clients instead of asking them to visit us. This is because we believe that by coming into contact with our client’s environment we are able to better understand their business and thus become better advisors.
Further meetings can either continue at our client’s premises, or alternatively be held at our own premises, conveniently located in Centro Plaza.