Our Values
Underpinning the delivery and provision our professional advice and support to our clients at Marcus Bishop Associates, we always strive for TRUTH as set our below:
Trust
For us at Marcus Bishop Associates, trust is the bedrock of any long term relationship as such we choose only to work with clients that we can trust. All prospective clients are required to provide satisfactory evidence of the identity for compliance with the Proceeds of Crime Act 2002 and the Money Laundering Regulations 2017 to obtain satisfactory evidence of the identity of new clients. If for any reason we have reason during our client relationship we gain any evidence to lose trust in a client we will terminate our business relationship forthwith.
Respect
Relationships are most effective when there is a two way flow of respect. All our contacts and interactions with our clients are conducted in a polite and respectful as we treat every client in the manner that we expect each team member to be treated. We are respectful of our clients’ time and therefore we expect clients to be respectful of our time, for meeting attendance or cancellations and the provision of information. We will terminate any client relationship for any verbal or time abuse.
Understanding
Marcus Bishop Associates always strives to demystify the world of accounting and finance for our clients free from technical jargon and acronyms. This allows us to engage in successful communication with our clients and not talk at or down to our clients in technical jargon. Furthermore, we always endeavour to acquire the fullest understanding of our clients and their business to enable us to provide them with the most holistic operational and strategic advice and solution(s) for their business.
Timeliness
The world of accounting and taxation is governed by statutory dates and deadlines. Therefore, to ensure our clients do not incur any late submission fines or penalties we always agree with our clients a timetable for receiving their information to undertake the work. In exchange, we advise clients of our turnaround time for their work.
We find that timeliness affords our clients the following benefits:
1. Our clients avoid any last minute surprises
2. Our clients avoid late filing penalties and/or fines
3. Our clients are advised much earlier of any tax liabilities and
4. Our clients are more in control of their business.
Honesty
Clients seeking to use our services must be prepared to provide us with a full disclosure of the facts in their case. We cannot provide a diagnosis or holistic advice to any case unless we have received all the facts and/or correspondences. Irrespective of the nature of the facts of the matter, we will decide what information is key or material to the case. Based upon the information and/or evidence supplied we are always open and honest with our clients. We are not in the business of selling dreams we are in the business of allowing you the freedom to focus on your business and this can only be achieved if we are both honest with each other.
Professional Compliance
Authorisation
We are authorised to carry out non-contentious probate work by the Institute of Chartered Accountants in England and Wales. Details about our Probate Accreditation can be viewed at www.icaew.com/probate under reference number C005917517.
Professional Indemnity Insurance
In accordance with the disclosure requirements of the Provision of Services Regulations 2009, our professional indemnity insurer is xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
The territorial coverage is worldwide excluding professional business carried out from an office in the United States of America or Canada and excludes any action for a claim brought in any court in the United States of America or Canada.
Client Identification
We are required by the Proceeds of Crime Act 2002 and the Money Laundering Regulations 2017 to obtain satisfactory evidence of the identity of new clients. It is our policy to meet all new clients in person before proceeding with the engagement.
Standard Terms of Business
Standard Terms of Business