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FREQUENTLY ASKED QUESTIONS
Is it difficult to move to Xero?

Not at all! Xero was designed in such a way as to make the process simple (they wouldn’t have become such a huge global player if the switch-over was problematic).


Accounting data can be migrated to Xero digitally and a launch date for your Xero will only be agreed when you are happy and confident that everything is as it should be.

I don’t use Xero. Can we still work together?

Of course!

 

We highly recommend using Xero – and if you would like to change we can manage the conversion for you - but we do not insist upon it and have extensive experience in the full range of accounting software out there.

How do I learn how to use Xero?

We are here at every step of your journey and can provide step-by-step training on Xero software – whether you’re completely new to bookkeeping or are experienced in the use of different software.

 

We can also train you to use Xero reports, to ensure you are getting the best knowledge and analytics to empower your business. 
 

Xero also has a fantastic ‘help’ section, and a community of people out there to assist users. A quick Google search will usually answer your question about Xero functionality. 


Xero is intuitive and easy to learn – so there’s no need to be daunted. 

I’m considering moving to Evans Accountants. What’s the process?

Great news! The first step is for us to get to know each other. We like to ensure that the relationship will be a good fit, so take some time to get to know you and your business’s current position and aspirations.


We then produce a proposal using GoProposal for you to consider… and when you give us the go ahead we commence with onboarding – which includes writing to your existing accountant, and all the behind the scenes things that enable us to act for you compliantly. Switchover is usually very straightforward and needn't be stressful!

I’m looking to set up a new business. Can I use your services?

Absolutely! We work with ambitious start-ups and would love to be part of your business journey from the very beginning.


We help with business planning, finance applications and strategy, as well as registering for necessary taxes and incorporating your business. 

I’m not based near Evans Accountants. Can we still work together?

Yes!

 

Technology enables us to work together remotely. Geography is no barrier, and we work with clients all over the world. 

What are your fees?

We don’t offer set packages as we believe bespoke solutions are better for your business (we’ve considered packages in the past but there just is not a one-size-fits-all solution for every business).


When we have gained an understanding of your business and how we can help, we will put a proposal together using GoProposal which will clearly lay out what you can expect from us and what it will cost. 
 

We never give our clients nasty surprises, so if work arises unexpectedly, we will always let you know the cost beforehand.
 

We offer flexible payment solutions – including monthly direct debits.

Do you bill by the hour – i.e. will you charge me for a phone call?

No!

 

We work on a fixed-fee basis which means a price is agreed up front. If unexpected work arises, we will quote in advance, so you won’t get any nasty surprises.


We do not charge for phone calls and actively want to be part of your business – so definitely don’t want to put you off communicating with us!

How do I pay for your services?

Most of our clients pay by monthly direct debit to spread the cost of services - but we also accept bank transfer or debit/credit card payments if that is more suitable for you!

What happens if I am subject to a HMRC investigation?

If your business is selected for a tax investigation, we are here to help. 


We offer an annual fee protection service which, for a modest annual subscription, offers peace of mind that the cost of our time will be covered should an investigation happen.
 

Our team includes qualified Chartered Accountants and a Chartered Tax Advisor.   

What’s the difference between an accountant and a Chartered Accountant?

Anyone can call themselves an ‘accountant’ – whether they hold any qualifications/experience or not… but Chartered Accountants have been through a rigorous training and examination process over many years.

 

Chartered Accountants are bound by a strict code of ethics and must maintain current knowledge to continue practicing. Chartered Accountants are also required to have professional indemnity insurance in place.
 

Choosing a Chartered Accountant means you can rest assured that they hold the relevant qualification, have the right experience, stay up to date and are scrupulously regulated.

Any other questions?

If you have any other questions, please get in touch and we will be more than happy to answer your queries!

Book a Discovery Call to kickstart the conversation!