Tag Archives: Annual review

Why do we ask you to complete a pre-work questionnaire?

Why do we ask you to complete a pre-work questionnaire?

So you’ve been invited to a zoom meeting with us and we have asked you to fill in a short pre-work questionnaire, but now you are wondering what is this all about…time is precious right?! So why are we asking you to do ‘homework’ before our meeting?   (First things first… if you want to […]

Why do PPF do Annual Client Reviews?

Annual Review

18 months ago, what did the word ‘Zoom’ mean to you? Whatever it was, it most likely wasn’t ‘’spending vast amounts of my time staring at my own face and hoping I’m muted whilst the rest of my family has a row’’… You’ve had the email from our Madison, inviting you to schedule your ‘Annual […]

We do more than just keep the tax man happy!

We’re not merely accountants – we do more than just keeping the tax man happy! Traditional accountants will focus on keeping the tax man happy, but we’re here to partner with our clients and make a real difference.  We want you to spend less time doing boring accounts stuff and more time doing the things […]