Mid Month May 2018

As the warmer weather and lighter nights seem to finally be here we’ve been very busy behind the scenes here trying to improve the customer experience of our clients whilst also tackling the fun issue of GDPR.

To start with, you’ll be wondering why this month’s newsletter has arrived early and that; in short, is mainly due to GDPR.

We have had to implement a series of changes in order to become compliant by 25 May 2018 and also have some exciting other changes that are not due to this so thought we’d give you a quick heads up.

So, here is a list of the key changes we are bringing in this month:

1. We have added to our accounting team so would like to introduce Lisa Lockhart who started with us on Tuesday of this week who some of you will soon be hearing from. With our emphasis on client service and us continuing to grow we want to maintain this level of service and are even in the process of recruiting at least one further accounting member of staff by July 2018.

2. All clients will shortly be receiving an invite via e-mail to access their ‘client portal’ which will allow us to communicate with one another through the cloud. This portal will be personalised to you and have within it your own filing deadlines that you can refer to and somewhere where you can safely access and upload documents wherever you are in the world (subject to internet connection of course). It will also have several other features which we’ll explain in more detail in our end of month newsletter. Current guidance we are receiving suggests that this will be the safest means by which we can exchange confidential information with you from 25 May 2018 without exception. We will be walking you through using this step by step in a separate e-mail prior to it’s introduction though as we’ll also be having to update all of letters of engagement and money laundering documentation. This will also be done through this software. Unfortunately the ICO has been very late in the guidance around GDPR issued hence everybody is tackling this issue so close to the deadline and your mailbox will be filling with several e-mails around GDPR; thankfully not so many from us.

3. We have become Gold Partners of the Sage Business Cloud Accounting Package so we can offer discounts on this that mean you could pay almost a third less than going directly through Sage.

4. We have changed our company bank account across to Natwest. You might be thinking how does this benefit me as a client? Well we will be working a lot more closely alongside them to bring you details of free upcoming events that they will be running which you can attend whether you are a client or not, can give you access to grant funding portal through them and so much more.

Now this is actually only the very start so there are a lot more exciting changes still to come this year so watch out for your usual end of month newsletter where we’ll tell you a little more about your personalised portal and also what other exciting changes lie ahead.


SPECIAL OFFER – Sage Business Cloud Accounting

For our second month of special offers we again thought we couldn’t let you miss this opportunity so will even be repeating this on our end of month newsletter:

Interested in an accountancy package, accessible through the cloud, that is easy to use, with e-mail, telephone and web chat support that is only on a monthly rolling contract that could be cancelled at any time?

Well why not try Sage Business Cloud Accounting? It is £22 plus VAT directly through Sage or £15 plus VAT through us. I know where I would be getting this from.



We’re just currently finalising the arrangements for this but we only have very limited places so if you would like to pop along to hear about some of the most common HR pitfalls and get some advice around contracts of employment contact us today.

The event is currently pencilled in for Tuesday 19 June 2018 from 9.30 to 12.30 so why not get yourself and even benefit from a bit of networking with fellow business owners.

Mark Anderson

"We have developed a great working relationship with Graeme and the team over the year and their priority is always to go beyond simple accountancy practices"

Mark Anderson – Managing Director of Cobalt Scaffolding Limited

Speak to the team about your goals and vision. We'll tell you how we can help you make them a reality.

Are you looking to work with a strategic accounting partner to help shape your business’s future? We’d love to hear from you