We offer a free 45-minute consultation for us to get to know your situation and your organisation's goals.
This meeting gives you an opportunity to meet with us on a no charge, no obligation basis to discuss any of the following:
1. Your goals for your organisation and how you plan to achieve them.
2. Issues or challenges you’re facing in your organisation.
3. How we can work with you to address these issues and plans.
Prior to your consultation, you’ll complete a quick questionnaire and provide any relevant accounts. This will ensure the meeting is productive and relevant to your individual circumstances.
We’ll send you a copy of the meeting minutes and document all agreed actions. We will offer you a personalised proposal, with the cost of the work that needs doing, and if you are happy with the price, we can continue; otherwise, you can walk away obligation-free.
Tax and Trust have been our Church’s Accountants for approximately 13 years. They always do their upmost for our Church and for any help I need or questions answered. As we are a Charity they take care of all our Charity Obligations with filing to the Charities Commission and with our Auditors with their yearly audit of our Accounts. We use the XERO Accounting System and Michelle and her team always help us with any queries. The whole team at Tax & Trust have always been friendly and helpful to myself. I have no hesitation in recommending them for any Clients that are Charities or just need new Accountants that they can trust who are professional & efficient Accountants.
