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Client Charter

At Forth Accountancy, we are committed to providing our clients with the highest level of service and support. As part of our commitment to excellence, we have developed our client charter.

By working to this client charter, we hope to build long-lasting relationships with our clients who we hope will enjoy working with us.

Communication

We will communicate with you promptly and regularly, and keep you informed about the progress of your work. We like to listen, talk and learn about your needs, ensuring we can consistently provide the right advice for you. We will respond to your queries and requests in a timely and efficient manner.

2

Professionalism

We will provide you with the highest level of professionalism and integrity, whilst  maintaining strict confidentiality in all our dealings with you.

3

Asking big questions

What do you feel your challenges are for the next year? Have you reviewed your inheritance tax?   Asking the big questions is important fact finding for us to ensure we can provide you with the best service and alert you to areas of accounting and tax that may be advantageous.

4

Quality 

We will deliver high-quality work that meets your needs and exceeds your expectations.

5

Expertise

We will provide you with expert advice and guidance and keep up to date with the latest developments that are of relevance to your circumstances.

6

Reassurance

We are here to reassure you; when you realise that something might not be right and there is an HMRC letter in your post box, then we can remove that stress as much as possible.  Practical advice and quick action will help us to move forwards. As with any work we provide for you, we will jargon bust as much as possible!

7

Value for money

We will offer you competitive fees for our services and strive to provide you with value for money.

8

Accessibility 

We will make ourselves accessible to you and ensure that you receive a personal service tailored to your specific needs.

9

Data

Your data is confidential, and we run up to-date systems with data protection to ensure good data security. Please see our Data Protection policy.

10

Feeback

We will seek your feedback on our services and use it to continually improve the quality of our work.

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