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Your Bespoke Accountancy Proposal

Every business is different, which is why we take the time to understand your circumstances before preparing your accountancy proposal.

At Culverhouse & Co, our Chartered Accountants provide practical, tailored advice designed around your business needs. We aim to make our fees clear from the outset, helping you avoid unexpected bills throughout the year.

Whether you are starting a business, growing an established company or considering changing accountants, we can prepare a proposal based on the support you require.

What You Can Expect

Your bespoke accountancy proposal will include:

  • A tailored selection of accountancy and taxation services

  • A clear explanation of the work we will undertake

  • Transparent fees and payment arrangements

  • Advice based on your business circumstances

  • A clear understanding of what is included

  • The opportunity to ask questions before making a decision

 

Our aim is to provide a straightforward proposal, with no unnecessary services or hidden surprises.

1. Understand Your Requirements

We begin by discussing your business, your current arrangements and the areas where you need support.

2. Review Relevant Information

Where appropriate, we review your existing accounts, financial records or other relevant information to understand your requirements more fully.

3. Prepare Your Bespoke Proposal

We prepare a proposal outlining the recommended services, scope of work and fees. This may include accounts preparation, taxation, bookkeeping, payroll, company secretarial services or other accountancy support.

4. Discuss the Proposal

We will explain the proposal, answer your questions and make any necessary adjustments. You can then decide whether Culverhouse & Co is the right accountant for you.

 

There is no obligation to proceed.

How We Create Your Proposal

Clear and Transparent Fees

We believe you should understand what you are paying for and what services are included.

Our proposals are designed to provide clarity from the beginning, helping you plan your costs and reduce the risk of unexpected accountancy bills during the year.

Your Information Is Treated Confidentially

Any financial information you provide during the proposal process will be treated confidentially and handled with appropriate care in accordance with our professional and legal obligations.

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Considering Changing Accountants?

Changing accountants does not need to be complicated. We can help make the process as straightforward as possible, including liaising with your existing accountant and requesting the information needed to take over your affairs.

If you are unhappy with your current service, need more proactive advice or simply want to review your accountancy arrangements, we would be pleased to speak with you.

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Culverhouse & Co. is the trading name of Culverhouse & Co Ltd and Culverhouse Financial Planning Ltd.

 

Culverhouse & Co Ltd Company No: 6426365

Culverhouse Financial Planning Ltd Company No: 8470047

Registered Offices: 7 High Street, Farnborough Village, Kent, BR6 7BQ

Email: info@culverhouse-accountants.co.uk

VAT Number GB166078392

 

Culverhouse & Co Ltd is registered to carry on audit work in the UK by the Institute of Chartered Accountants in England and Wales.

Details about our audit registration can be viewed at www.auditregister.org.uk under reference number C001690279.

Culverhouse Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority for Financial Services. FCA Registration Number: 600931

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

Content within this website does not represents financial advice. If you would like personalised financial advice please contact a financial adviser. 
Taxation is based on current legislation which is subject to change and will also depend on the individual circumstances of each investor. The value of your investments can fall as well as rise and investors may not get back the full amount they initially invested.  Past performance is not a guide to future performance. 

© 2018 by Culverhouse & Co

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