FAQs

These are a few of the more common questions we get asked by prospective clients considering using our services…

How easy is it to change accountants and why should I change?

If your existing accountant is offering you excellent proactive service at a fair fee, then stick with them. However, different accountants will save you varying amounts of tax and provide different levels of business advice. If your current accountant doesn’t offer the type of service you want and that we provide, then switching to us is very easy. It involves just one letter from you, and we take care of everything else. Your existing accountant is not usually allowed to charge you for providing the normal handover information.

I’ve just had my accounts done and don’t need an accountant until next year. Is there any need to contact you now?

Yes, there is. Tax planning is most effective when done early, not at the last minute. Ideally, you do tax planning before the year even starts, but the earlier, the better. This principle applies to all areas of financial advice. We aim to help you shape a better future, not just report what has already happened.

Will you come to visit us for an initial consultation?

Absolutely. We find that it often helps to see your business, books, and records firsthand. We are always happy to invest our time at no charge to show you what we can do. Of course, if you prefer to visit us, that’s perfectly fine too.

When and how soon can you come to see us?

When’s convenient for you? Let us know, and we’ll do our best to accommodate. If you need to see someone urgently, we’re often out and about and can arrange to meet you very quickly.

You offer so much more than my current accountant. How do I know you will deliver?

As accountants, we pride ourselves on being analytical and thorough. We wouldn’t offer services we couldn’t deliver. Our clients are accustomed to this level of service. You are more than welcome to speak with some of our existing clients who can share their experiences with our service.

Why do you offer something as valuable as the Complete Business Development Guide for FREE to new clients?

Don’t be misled by its free status; it’s incredibly valuable. It’s already written and in electronic format, so our production costs are minimal. More importantly, if it helps your business succeed, you’re likely to remain a client longer, which benefits both of us.

What types of businesses do you work with?

We work with a diverse range of clients, including individuals, sole traders, charities, and limited companies. Our services are tailored to meet the unique needs of small to medium-sized businesses across various industries.

How can Vertex help with tax efficiency?

Our team specializes in identifying tax-saving opportunities and ensuring you take full advantage of all available tax breaks and incentives. We provide strategic tax planning and advice to minimize your tax liabilities within the bounds of the law.

What makes Vertex different from other accounting firms?

At Vertex, we combine traditional accounting expertise with a proactive, client-focused approach. We prioritize ongoing communication and personalized service, ensuring that we’re always up-to-date with your business and financial needs.

Do you offer ongoing support throughout the year?

Yes, we do. We believe in maintaining regular contact with our clients throughout the year, not just at tax time. This ensures we can provide timely advice, anticipate opportunities, and address any potential issues before they become problems.