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Accounts and Legal: Client Portal

09 Jan 2014

Accountants, with some justification, have a reputation for not being the best communicators.

We aim to change all that, and one of the ways that we keep our clients up to date is through our Client Portal.

By logging into the portal you can easily track the progress of your accounting work making the relationship between you and us efficient and transparent; something that many small business owners tell us they don’t currently manage with their current accountant.

Instant updates

The accounting section of the client portal gives you real time illustrations of the work being done across all of the services we are providing to you. 

Detailed Accounts

Using the Statutory Accounts example above you can see the information is clear and easy to read; we even give you a doughnut with each service! Of course it’s only a low fat, helpful accounting doughnut to let you see with just a quick glance how far along we are with your job, but it’s a doughnut nonetheless.

Knowledge is power

We love to help our small business clients and one of the ways that we do that is through our e-learning presentations. We’ve compiled a set of presentations that provide a thorough grounding in some of the key accounting issues facing small business owners. 

E -learning

We’re always available to answer questions in person but our e-learning articles are brilliant when you need thorough explanations on specific topics such as VAT or understanding your balance sheet.

Your resources

What do you do when your business starts to expand and you want to take on your 1st or another employee? Do you have the right contracts and paperwork for them to sign? How do you go about creating a contract?

Fear not! The client portal is there for you. Not only do you get your accounts overview and e-learning facility you also have access to a library of useful HR forms to use whenever you need. 

HR Forms

 

Tickle your fancy?

If this sounds like something that would benefit your business, then we want to hear from you.

Keir Wright-Whyte

photo

Managing Director

0207 043 4000

About the author

Originally graduating with a degree in geography from Edinburgh University, Keir claims that he was then tricked into becoming an accountant by one of the UK's top 5 accountancy practices.The deception extended to the usual training in audit and associated activities.

Keir subsequently worked in a number of advisory roles with clients including in the energy trading, pharmaceuticals and financial services sectors.

He loves working at Accounts & Legal because of the variety of work and clients, the excellent team ethos and morale, the importance placed on genuinely helping and being useful for clients and because he believes what he does matters to clients and helps the firm.

Keir's primary role is to ensure that new clients with complex businesses or needs are on-boarded in the best way and he is a "trouble shooter" both for clients and where complex issues arise internally. He also helps the accounting teams strive to improve what we do for clients, whether processes or services.

When not debiting or crediting, Keir has a penchant for fixing old buildings, skiing, surfing and cycling.

  

We can help you grasp opportunities

 

If you’re wanting to grow your business business in Manchester or Brighton, we can help plan ahead and get your accounts in order. We are full-service accountants offering tax and accounting support from bookkeeping to business plans, and payroll to tax-efficient investment advice.

 

Call us today or get an instant quote for our services!

 

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