A warm welcome to James, who I met via his social media activity. James was talking about the importance of accountants providing timely tax advice as part of regular reviews, as opposed to annual accounts reviews that say “You should have done this”. So, as this is a point close to our hearts, I am very pleased to introduce you to him.
This is what James says about Mayflower
WHO – James works with a broad range of clients from individuals through to multi-million turnover corporate clients (up to ca. £5m). The particular focus is on owner managed businesses, who value (or are seeking the tools to value) financial information and use that information to build a path towards further growth and profitability. Liisa, a fellow Director, works with individuals principally who have bespoke tax planning needs, such as inheritance tax planning, estate planning and capital gains taxation considerations.
WHY – Having come from years in industry supporting businesses with a forward-looking outlook to grow, it is clear the traditional accountant does not look forward. Accountants have the most privileged access to the finances of their clients and therefore should be the first to provide first class advice and analysis. I wanted to bring that blue chip industry analysis to owner managed businesses to give them a real edge.
WHAT – We have collectively 35 years of joint experience across industry and practice, working for a variety of sectors including education, telecoms, financial services, asset management, property and practice. With exposure to dozens of systems, processes, approaches, businesses and challenges of all types, we bring real world experience and knowledge supporting businesses for 35 years to help our clients succeed professionally and personally. Customer service, proactivity and pragmatic, no-jargon conversations are what helps us retain and grow many clients across the UK.
HOW – Using a combination of top, time saving and information-driving tech, second-to-none approach and customer service and showing both care for our clients and empathy as a fellow business owner, we want to be in it together and succeed as your partners.
That is exactly what we are looking for.
Contact James on firstname.lastname@example.org