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Becoming a Streets’
client
The first meeting
We will be only
too pleased to meet with you to discuss your needs and how we can be
of service. To arrange an initial no obligation meeting or an informal
chat please call us on 0845 880 0320, alternatively please email info@streetsweb.co.uk
The next steps
Following our initial
meeting, where we will discuss with you your aspirations and personal
requirements, we will provide you with a written fee quote and a proposal
for working together.
Engaging with
Streets
Having chosen to
become a Streets client and as part of our professional code of conduct
and good practice, we will send you a ‘letter of engagement’.
This confirms in detail the work we are to undertake on your behalf,
who will be handling your affairs and the fees to be charged.
We are required
by law to obtain proof of your identity; this is a process which will
be explained to you fully upon engagement.
Who will be
looking after me?
All clients have
a Streets Partner as their principle point of contact. In addition your
Partner will be supported by Managers and an Assistant, who with their
technical skills and qualifications, form part of your team and support.
From time to time and as your needs require, your Partner may also draw
on the expertise of fellow Partners and colleagues from across the Streets
organisation.
What if I have
an accountant already?
You may have outgrown
your existing accountant or are looking for someone who is a specialist
in your field who can provide you with more specialist advice on tax
savings and business in general. If this is the case, then Streets is
the firm for you.
We appreciate that
the decision to change is not always an easy one and that it is not
an every day occurrence. You can be reassured that the move is less
daunting than you might first think. Certainly, Streets’ primary
concern is to make the switch as easy as possible.
A key aspect of
our work is ensuring we are familiar with your accounting procedures
and systems and that from a very early stage we understand your business
and needs.
Part of this process
involves us writing to your current accountant, on your behalf, and
asking them to provide us with information about your affairs and paperwork
to ensure the transfer is as seamless and smooth as possible. Ordinarily
there is a cost incurred in handing over the information or in us gaining
professional clearance to act for you.
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