Starting a new business, changing your professional advisor, and meeting a new accountant can feel like a daunting task. Whether you have a rental property, sole trade income, a partnership, or a limited company, taking professional advice early on is key to ensuring your business is structured correctly and runs smoothly from the start.
At Lambert Chapman LLP, we’re here to make that process as simple and reassuring as possible.
A meeting that fits around you
We understand that everyone’s schedule is different. That’s why we offer flexible options for your first meeting – whether that’s a phone call, a virtual meeting via Teams or Zoom, a visit to our offices in Braintree, Maldon or London – or our preferred option – meeting you at your own business premises.
Our goal is to make it easy and comfortable for you to get the advice you need.
Getting to know you and your goals
Your first meeting is all about understanding you – your background, your current position, and your future goals. Whether we’re visiting you to discuss your business or your personal finances, we’ll spend time learning about your plans so we can identify how best to help you achieve them.
This initial discussion also gives you a chance to get to know us and decide if we’re the right fit for you – we believe the relationship between client and accountant should be built on trust and mutual understanding.
What to bring
Any information you can provide helps us gain a clearer picture of your circumstances. This might include recent tax returns, company accounts, your laptop, or access to your accounting software. However, don’t worry if you don’t have everything immediately to hand – we’ll guide you through the key details during our conversation and gather what we need at a later point.
Moving forward, together
Once we’ve discussed your situation in detail, we’ll outline the services and level of support you require from us – whether that’s bookkeeping, tax planning, business advice, or a full accountancy package.
Our aim is to tailor our services to suit your needs and ensure you feel supported every step of the way.
Are you looking for a new accountant?
At Lambert Chapman LLP, we pride ourselves on offering practical, proactive advice to help individuals and businesses thrive. Your first meeting is the start of a relationship designed to make your financial journey smoother and more successful.
Contact us today to arrange your first meeting and see how Lambert Chapman LLP can help you achieve your goals.
Disclaimer
The views expressed in this article are the personal views of the Author and other professionals may express different views. They may not be the views of Lambert Chapman LLP. The material in the article cannot and should not be considered as exhaustive. Professional advice should be sought in connection with any of the issues contained in the article and the implementation of any actions.