MELVYN, OCT 23
“Efficient, supportive and big 5 service but not big 5 fees”
1 Reply:
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“Efficient, supportive and big 5 service but not big 5 fees”
“Always very responsive”
“Always a pleasure to work with the staff at CP, they are friendly, efficient & hard working & always happy to talk through any issues”
“Agile to support on various topics/areas such as EMI Option, VAT, Audit. Continuing to be agile in responding to our needs is extremely helpful and the ‘less red tape/ non corporate’ process to providing quick support and solutions is what will keep this rating high.”
“Always helpful and approachable.”
“Definitely experienced more engagement from the on site team and the quality of questions demonstrated that the team were gaining a greater understanding of our business. Better upfront planning of dates and availability reduced tensions this year also. Challenge for next year will be how do we retain the efficiencies and knowledge improvements that we gained this year in line with the natural movement of people as they develop through their careers.”
“Definitely a positive step forward. Improved second year both in terms of communication and working together. General feeling that prior year comments had ben listened to and actions re team responsibilities and use of Inflow. Lessons to be learned for this year re MWB issues and early comms/calls rather than leaving to end.”
“Good proactive, responsive support. Reliable, all-round service for taxation needs.”
“Nothing comes to mind as an obvious area of improvement”
“Pleasant, professional staff, who it feels are working WITH you, not just for you, while also being fastidious in their auditing. Findings and recommendations presented in a very user-friendly form.”
“All seemed smooth”
“Change of personnel on both sides caused longer time spent on annual report and accounts. We will have new FD next year and new trustees so forward planning very important”
“I feel convinced that you are technically good, and in safe hands. I would prefer one point of contact, like an account manager who just makes sure things are progressing across departments.”
“Excellent work product, but took longer than expected.”
“Really smooth audit as usual with an understanding, helpful team. The only issue this year was how drawn out the audit ended up being but they are already looking to improve for next year.”
“Excellent service on planned activities, audit, tax advice etc. Could be more dynamic on improvements and initiatives.”