We usually spend February going through our processes and catching up with clients who we were unable to speak to in January due to the Self Assessment deadlines.
We received some useful feedback about how we communicate with you, how the portal works and who the main points of contact are for each service we provide.
There is a plan to send out an update on the MyDocSafe portal usage before the next tax year, so please look out for an email in due course.
Susie, our office administrator will often be the person you hear from most as she ensures that client work is managed and dealt with. She is the liaison point for when company and self assessment information comes in.
Katie works primarily with companies and self assessments. She also undertakes client meetings and deals with adhoc queries.
Catherine also works with companies and self assessments, but has a focus more on the latter
Luke helps clients with payroll, VAT returns, bookkeeping and company secretarial work, so if we support you with any of these services then you are likely to hear from him on a regular basis.
Lucy works with Luke and is also the usual point of call for setting clients up on cloud accounting software such as QuickBooks or Xero. Currently she is on extended leave, so her workload has been shared across the team.
Sid mainly works on limited companies and on adhoc work such as business plans, management accounts, and covering any client work necessary.
The email@example.com email is a centralised email address, which we all have access to. As a general rule we aim to respond within 2 working days, although this is subject to when the team member is online and the current issues with homeschooling and homeworking.
Hopefully the summary has reminded you of who is more likely to be sending you an email :)
We will send our next newsletter shortly after the Chancellor’s budget speech, as there may well be dramatic changes which are likely to affect businesses and individuals in a range of ways.
If you have missed any of our previous newsletters, then our website has a backlog of them here.