What information do you need to see to provide good advice and a quote?

In an ideal world we would like to have access to a brief review of your books and financial/tax records, to be able to get a feel for the amount of work currently being done on your behalf, and the amount of our time that might be required in the future.

In addition, a copy of your last financial accounts, prepared by your accountant, will help us to quickly get an overview of your business/personal situation and give relevant advice.

If you have any current concerns or questions you'd like ask, please try to have any relevant paperwork and records available for us to view. During the initial consultation with Advance Accountants Milton Keynes, we will also try to highlight where your current accountancy is succeeding, and also where it might need a different approach to produce better results.

Some of our frequently asked questions