From 1 April this year we will be introducing a new electronic questionnaire to streamline the collection of your year-end information. Each client will receive a tailored online questionnaire, designed to capture the information and documents required to prepare your financial statements and income tax returns. Only once the completed questionnaire and supporting documents are provided will our team begin preparing your accounts. This new process aims to reduce follow-up emails, improve accuracy, and allow us to complete your work more efficiently during our busy periods. Please see our website here for a list of FAQs regarding this new system.

If you are considering changing software, including payroll, please feel free to contact us to discuss so we can assist and guide you in this process. We currently recommend using Smartpayroll and Paysauce but happy to discuss this with you. Some key points to consider when changing any software: How savvy are you on the computer – some software can be quite complicated to use. What are you going to use the software for - do you do a budget?