info@optimaadvisory.co.uk

Frequently Asked Questions

What services do you offer?

We offer a comprehensive range of services tailored to meet your needs, including accounting, tax planning, bookkeeping, payroll, business advisory, and more. Our goal is to provide you with all the support you need to achieve your financial objectives efficiently and effectively.

What experience do you have working with businesses like mine?

We have extensive experience working with businesses across various industries, sizes, and structures. Whether you're a small startup, a growing SME, or an established corporation, we understand the unique challenges you face and have the expertise to provide tailored solutions that align with your goals.

How do you charge for your services?

We believe in transparent pricing and offer a variety of fee structures to suit your preferences and budget. Whether it's hourly rates, fixed fees for specific services, or retainer agreements for ongoing support, we'll work with you to find a pricing model that fits your needs.

How will you communicate with me, and how often?

We prioritise clear and regular communication with our clients. We're happy to communicate via email, phone calls, or in-person meetings, whichever you prefer. We'll also establish a communication schedule that works for you, whether it's weekly updates or quarterly reviews.

What is your approach to tax planning and compliance?

Our approach to tax planning is proactive and strategic. We stay updated on the latest tax laws and regulations to identify opportunities for tax savings while ensuring full compliance. We'll work closely with you to develop a customised tax strategy that minimises your tax liabilities and maximises your financial benefits.

How do you stay updated with changes in tax laws and regulations?

We invest in continuous professional development and stay connected with industry networks and resources to stay abreast of any changes in tax laws and regulations. This ensures that our advice is always current and in line with the latest legislative updates.

Can you provide references or client testimonials?

Absolutely! We're proud of the relationships we've built with our clients and would be happy to provide references or share testimonials from satisfied clients who have benefited from our services. Just let us know, and we'll be glad to connect you with them.

Do you offer strategic business advice beyond accounting and tax?

Yes, we do. In addition to accounting and tax services, we offer strategic business advice to help you achieve your long-term goals. Whether it's growth planning, financial forecasting, or business expansion strategies, we're here to provide the guidance and support you need to succeed.

How do you handle sensitive financial information and ensure data security?

We take data security and confidentiality very seriously. We have robust systems and procedures in place to protect your sensitive financial information and ensure compliance with data protection regulations. Your privacy and security are our top priorities.

What sets you apart from other accountants or firms?

What sets us apart is our commitment to delivering personalised, high-quality service that goes beyond numbers. We pride ourselves on building strong relationships with our clients, understanding their unique needs, and providing innovative solutions that help them achieve their goals. With us, you can expect professionalism, expertise, and a genuine dedication to your success.