New Client Resources
Before you make the decision to change accountants, you really need to think about what you want from your accountant. Do you just want tax returns and compliance or are you looking for an adviser who offers strategic and proactive advice? If it’s the latter, you’ve come to the right place!
How to change accountants
Change accountants can seem daunting. To help diffuse the anxiety, our guide on Changing Accountants gives you everything you need to help make the transition as easy as possible.
How we work with clients
Like any relationship, the experience needs to be mutually rewarding for both parties. That’s why we spell out what we bring to the table in our working with new clients guide. This means that you know what to expect and in return what you need to do to make sure you get the most out of working with us.
Your Twelve Month Plan
Your needs are unique so a tailored engagements will be provided to ensure that your goals are met. As a guide, your first twelve months as an East Partners client outlines some of the things that we may be helping you with.
Legalities
It’s the boring but important stuff! You can view our Engagement Terms and Financial Services Guide here.
