Completing your internal management reports as required by your company; workload management of clients within a team; and back office administration and operational duties.

Highlighting opportunities for tax planning etc.

Arguably one of the most important roles of your accounting firm, our Client Managers will be a fully qualified chartered/certified chartered accountant with vast experience of the UK tax system so can be the main point of contact for your clients in offering support and technical advice to clients, while also being resonsible for reviewing key work such as Year-End Accounts and Corporation Tax Returns for your clients. Whether it be an on-going role you would like, or if you just need a couple of months to have someone take care of the clients while you hire, our Client Management Solution will fit around your business needs.

Since the pandemic caused lockdown in March 2020 within the UK, the role of an accountant has very much become a digital or online service with clients being more forthcoming to a Zoom/Teams call rather than a meeting in person. In most cases clients find this more convenient so they don’t need to host their accountant or don’t need to travel to the office of their accountant, just simply hop on a video call and they can see their accountant.

The benefit of the Client Management solution we offer is that you can operate that service with your clients so you have piece of mind that you are putting a chartered accountant in front of your clients who can deliver your company values under your company name, while having the flexibility normally unavailable to staff in your office. Do your clients want calls or meetings out of normal 9-5 hours? Do they require work being completed around the clock or ready for an early meeting? Our Resourcing Solution works for you so we can ensure you have a remote Resource available to meet those needs.