fbpx

Client Management

11 February 2019

Meetings Agendas

Introduction This is our approach to all articles. All meetings less than 10 minutes (requiring no major technical input) can be done over the telephone at any time. Where such meeting take place, the agenda is […]
31 March 2021

310321 – Client-Newsletter

Client News Diversity and Inclusion – Best Practice Shopify Conscious Leadership Customer Relationship Management Read More ()
10 July 2019

TeamViewer Presentation

[ ]
06 September 2019

More 4 Less @ Avar

Introduction Standard Phrase This article sets out:  examples of areas that you may want to consider using SSAP Working Practices etc etc in getting the maximum and the biggest value for the money you may spend with Avar. results at the least cost of […]
06 September 2019

Avar Mnemonics

Introduction  Avar, for numerous reasons, has always used Mnemonics and this article summaries many of the most common Mnemonics;  Summary FACH – Final Accounts for Companies House (these are the accounts normally filed to Companies House annually)   FAIR – Final Accounts for Inland Revenue (these are […]
11 September 2019

Request Update

14 May 2020

Download Bank Transactions

Introduction The Approach to this and all Articles is consistent with our Standard System and Procedure. The above-named Article describes “an overview” of the purpose to which the “substantive contents” will be continually “populated” and “grown”, […]
21 May 2020

Client Induction Process

Introduction The process is as follows, depending on the type of the source of introduction: Enquiries: These are generally people from the public domain, who are invited and accept our invitation to become “Guest Clients”. Guest […]
10 June 2020

Email Me Updates

23 June 2020

SSAP – External

Introduction The Approach to this and all Articles is consistent with our Standard System and Procedure. This article lists the External Standard System and Procedures (SSAP) applicable to Clients. The SSAP’s Change of Agents Know Your […]
06 August 2020

Pay As You Go

Visit the related Links: Pay as you go T’s & C’s Guest Client Setup Form Guest Client Fast Track Form Guest Client – More Details KYC Form Telegram Video
06 August 2020

Pay As You Go Policy

Introduction The Approach to this and all Articles is consistent with our Standard System and Procedure. The following article forms part of the Terms and Conditions to be used in conjunction with any other terms that […]
06 August 2020

SEISS Grant Announcement

10 August 2020

Professional Clearance Notice

Please see the following Links: Professional Clearance form Professional Clearance Article ICAEW Code of Ethics
14 August 2020

Email Me Updates

08 January 2021

Standard Operating Procedure “Consolidated”

This is heading This is the text This is the test This is the text This is heading This is the text This is the test This is the text ()
08 January 2021

Standard Systems & Procedures “Consolidated”

This is heading This is the text This is the test This is the text This is heading This is the text This is the test This is the text ()
22 February 2021

Request New Article

11 February 2019

Statutory Verification Formalities

All You Need to Know  This article sets out the entire formalities to enable us to carry out our legal and professional obligations, before commencing any work. For Detailed Requirements, refer to AML. [ ]
26 February 2019

Communication Technology Protocol

Introduction We have implemented new Standard Systems & Procedures (SSAP) for communication, making it easier and faster to get in touch with us and for the team to stay in constant contact with our clients. To achieve this new level of efficiency […]
07 April 2019

Professional Clearance Request

Introduction The Approach to this and all Articles is consistent with our Standard System and Procedure. Substantive Contents This is a formal letter making contact with you as required by bye-laws stated in the ICAEW Code […]
07 April 2019

Letter of Clearance: Company

We write formally to seek professional clearance for all Business Financial matters relating to the aforementioned Company, which hitherto have been dealt with by yourselves in the past. Please advise as to whether you are aware […]
30 April 2019

SATR 2018/2019

Introduction  The Approach to this and all Articles is consistent with our Standard System and Procedure. The following article is a guide to the SATR system applicable for 2018/19 tax year (2019 SATR).  The tax year 2018/19 is in relation to […]
30 April 2019

KYC (Statutory Verification)

[ ]
15 May 2019

Fact Find

What is Client Fact Finding?   Client Fact Finding is our process of gathering information about new clients so that we can carry out the work required to set up a new Client and start a working relationship.   First, […]
17 May 2019

Estimated Tax Liability Calculator

[ ]
10 July 2019

Standard System and Procedure

[ ]
10 July 2019

Anti Money Laundering Checks

[ ]
10 July 2019

Anti-Money Laundering

[ ]
10 July 2019

Teamviewer Meetings

[ ]
10 July 2019

Avar Online meetings

[ ]