General FAQs
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Is the initial consultation with an accountant/tax advisor?
The initial call is with a member of our client care team and not an accountant/tax advisor. We don’t give advice on the call (due to professional regulations) - it’s more understanding your situation and needs and running through our options for suppor...
Can you help me with [INSERT SPECIFIC TAX/ACCOUNTING QUESTION]
If you’d like to know how we might help with this, the usual process is we book in a ‘discovery call’ with a member of our client care team. Are you looking for advice on something tax/accounting related, or are you looking for an accountant to help wit...
Do you offer a free consultation?
We offer a free discovery call with our client care team for new clients. In this half an hour (ish) discussion, we like to find out more about your business / situation and typically find people want to learn about us, our services and get a feel for o...
Can you do video consultations?
Yes of course! However we usually arrange ‘discovery calls’ that are normally done in the first instance by phone. Would you like me to arrange this now? [IF YES, CONTINUE VIA SCRIPT STEPS] [IF NO] OK, you can find plenty of videos on our website which ...
How much are your fees?
Our fees depend on your needs and the services you require. We have bespoke packages available depending on your situation. [PAUSE 10 SECONDS] If you’d like to know how we might help with this, the usual process is we book in a ‘discovery call’ with a m...
I’m just starting my business, can you help?
Yes, we work with many start ups! We can help you with everything you need to get your business up and running successfully. [PAUSE 10 SECONDS] If you’d like to know how we might help with this, the usual process is we book in a ‘discovery call’ with a ...
Where do you operate?
We work with businesses and individuals across the UK.
Can I park at your offices?
Yes we have visitor parking available.
What are your office hours?
We’re open 9am to 5pm Monday to Thursday and 9am to 4pm Friday.
Do you offer appointments outside office hours?
Sadly not - as business accountants, we operate within business hours, so do not offer enquiry appointments outside office hours.
Where are you based?
We’re based in Waterlooville, Hampshire and work with businesses and individuals across the UK. [PAUSE 10 SECONDS] Our office address is 1 The Briars, Waterberry Drive, Waterlooville, Hampshire PO7 7YH.
I need help with…
If you’d like to know how we might help with this, the usual process is we book in a ‘discovery call’ with a member of our client care team.Are you looking for advice on something tax/accounting related, or are you looking for an accountant to help with...
I’m looking for help with growing my business.
Great news; we help many business owners to achieve their business goals! If you’d like to know how we might help with this, the usual process is we book in a ‘discovery call’ with a member of our client care team. Would you like me to arrange this now?...
Can I read your case studies?
Yes, we have a number of client case studies here -https://www.heelanassociates.co.uk/client-case-studies/
I need to make changes in my business, can you help?
Yes we help lots of owners get where they want to go. If you’d like to know how we might help with this, the usual process is we book in a ‘discovery call’ with a member of our client care team. Would you like me to arrange this now? [PAUSE 10 SECONDS] ...
Do I need to be local to you?
Nope! We work with business owners all over the country thanks to the wonders of technology.However we don’t take on appointments for clients not based in the UK.
Why don’t you deal with client’s not in the UK?
This is because we don’t feel we are best placed to do this. We love to add value (and tax savings!) to clients and this is often difficult if the client is not a UK taxpayer.
What size or businesses do you work with?
We work with clients from £0 - £10 million turnover.
What business sectors do you work with?
We work with most small business sectors, however we don’t take appointments to act with clients working in: Forex businesses, Non-property investment businesses, Doctors/GPs, Dentistry, Non-uk physically established businesses, Charities, social enterp...
I’m just looking for guidance right now, do you have anything that can help?
We have created an extensive library of guides that cover a number of key accounting subjects. You can see the written guides here on our blog:https://www.heelanassociates.co.uk/blog/ [PAUSE 10 SECONDS] You can watch video versions here -https://www.hee...
What accounting software do you use?
We primarily work with Quickbooks and Xero. If you’re using another system we have options to help migrate you onto either of these.
I’m looking for a job. Do you have anything available?
You can see our latest career opportunities here -https://www.heelanassociates.co.uk/careers/
Do you work with charities/
Unfortunately we are not a charity specialist, so we no longer take appointments to act as accountants for charities.