K&H Accountants

If you genuinely can’t tick all the boxes above, then we’re probably not the firm for you But things are not always black and white, so maybe you’d like to re-consider your answers and try again? My accounting records are…

• Computerised All our clients use an accounting software package for their bookkeeping
• Maintained to a high standard Successful companies are generally on top of their bookkeeping
• Kept up to date on a regular basis We only work with clients who keep their books up to date on at least a monthly basis

If you genuinely can’t tick all the boxes above, then we’re probably not the firm for you But things are not always black and white, so maybe you’d like to re-consider your answers and re-submit? I am willing to…

• Travel to Theale (RG7 5BX) for meetings We find that client meetings at our offices are more fruitful because you have fewer distractions
• Act on our advice even if it is challenging Our advice will always be in your best interests, but we need to know that you will be willing to take it
• Do things differently if there is a good business case We’ll never suggest that you do anything unless there is a strong rationale for it, but breaking old habits can be challenging

I conduct my business and personal affairs…

• With honesty, integrity and a social conscience These values really matter to us
• In a professional way and show respect for those I’m dealing with This is how we run our business
• We only work with like-minded people
• By making buying decisions based on the value I receive rather than just the price For us the value received from any service is way more important than the price paid

I am happy to…

• Pay fees of at least £5k p
• a
• (our average fees are £21k per year) Our clients work with us because we offer excellent value, not the lowest price
• Agree a fixed annual fee at the beginning of each year Our annual fixed fee includes all the work we do for you
• We don’t have timesheets
• Pay by monthly direct debit A monthly direct debit reduces your paperwork and makes budgeting easy

Your answers to all the above questions show that you’d be a perfect match for Kirkpatrick & Hopes

We’d be happy to talk to you about becoming a client

We are an established firm of accountants, dedicated to working with business owners to make their businesses even more successful and profitable than they already are And when they’re ready, we help them exit their business in the most tax efficient way – usually via share options and management buyouts

I love coming up with innovative ways of helping our high net worth clients achieve tax-efficient outcomes I get a real kick out of helping our clients to manage their businesses and affairs in the most tax efficient way

We select our clients carefully, limiting the numbers, so we can dedicate ourselves to the clients we do have For us it’s all about personal rapport and building long-term relationships of trust

Many of our clients are successful family businesses, where the owner wants to pass their business on to family members or employees tax-efficiently via share options or management buyouts This is our speciality

We are familiar with the subtle nuances, delicate issues and complex dynamics that can exist in family businesses Beyond the numbers we work with family members to navigate the difficulties and complexities that can arise

Succession planning for forward-thinking business owners

Employee ownership gives you greater financial security, enables you to give up those aspects of running a business that you’ve grown tired of and allows you to “Do More of What You Love”

Succession planning guide »