FAQs

I've just signed up, what are the next steps?

How exciting, you’re at the start of your journey with us!

Over the next couple of weeks you’re going to receive a few emails from us. They contain useful information such as tax tips and allowances, who in our team can help you best and how to keep up to date with our content.

Do you contact my old accountant?

Yes, leave that to us! If we don’t already have it, we’ll be asking for their email address.

They’ll then receive automated requests for the information we need to complete your sign up. They will need confirmation from you that you’re happy for them to send us your information.

The majority of the time, this is quick and isn’t really an issue for you.

Do you deal direct with HMRC for us?

Yes, as soon as authorisations are in place. This involves us requesting authorisation for each tax we’re going to act for you on. HMRC will post you several codes which you need to give to us. There could be 4-5 codes. You’ll be sent reminders from our software to watch out for them.

For Making Tax Digital for VAT, you will need your government gateway & password as the authorisation is done online.

I'm getting several things from HMRC in the post to give to you, is this right?

As discussed in the last answer, yes it is. HMRC require an authorisation for each tax, which means a bit of post to pass over to us.

Make sure you send it as soon as you receive it as after 30 days we have to reapply for it.

When will I be given access to the online software? e.g. bookkeeping & receipt tools

When you agree your proposal it triggers the task list in our workflows.

We would normally expect you to have access within 7 days. However, if you need it much sooner, then we can move things around, just let us know!

You’ll receive emails for both QuickBooks and AutoEntry, so watch out for those in your inbox and junk email.

Will I receive training?

Anyone who buys QuickBooks through us receives 2 x hours free training from one of our team once you’ve watched our free training videos here.

We’ll make sure the software is simplifying your business processes along with giving you better information about your financial performance.

Who will I speak with from your office?

In short, you can speak with any of us as we can all help with most of your day to day queries or questions.

However, our business is split in the following main departments –

Accounts / tax – Eleanor & Callum
VAT & Bookkeeping – Claire, Callum & Michelle
Payroll – Michelle & Callum
QuickBooks support – Callum, Claire & Michelle
Business growth support – Michael & Eleanor
New customers and general support – Steff & Mary

Get to know the team a little more.

How do I book a meeting with you?

You can book an online meeting / call directly here. This will go into both our diaries then.

Or if you want to go old school, give us a call or drop us an email 😉

Do you offer pension advice?

Yes, we have a separate company which does this – Woodville Financial Planning. We’ll cover this in your kick starter meeting. If you want more information, drop us an email!

How can I get hold of you?

We’re around Monday to Friday 0830 to 1700. We close between Christmas and New Year and all English bank holidays. You can give us a call in these times on- 01257 368963.

Or drop any of us an email. If you don’t have an email, contact sayhello@woodvilleaccountancy.co.uk

You can also find us on Facebook Messenger

Who in our team can help you?

If you get in touch, most of us should be able to help or pass you to the right person. You can have a look on our meet the team page before calling if you like though.

In short –

Accounts / tax – Eleanor & Callum
VAT & Bookkeeping – Claire, Callum & Michelle
Payroll – Michelle & Callum
QuickBooks support – Callum, Claire & Michelle
Business growth support – Michael & Eleanor
New customers and general support – Steff & Mary

Do you charge for meetings?

All of our costs are rolled into your monthly direct debit. There are no surprise invoices from us.

Anything which is outside the scope of our engagement is chargeable, however, a new quote & engagement letter will be sent before we progress on it.