Hello and welcome this is Gordon D Silva.

And I’d like to congratulate you on a great decision in choosing us to work with you.

Of course we have a commitment to you and we want to keep that commitment.

So I want to cover two things in this quick presentation.

The first one is to understand how we can help you as that’s our main objective.

And the second thing is how you can help us to help you which is again a partnership of association.

That we have a relationship that we’re going to build.

So that we get the most from our time together.

So let’s get started into how we can help you the first thing.

We are going to do is help you reduce stress by keeping things on time keeping communication channels open and regular

We’re going to reduce your penalties to zero as long as you do what you can and.

We do what we have to do we have advance planning to make sure that wherever possible.

You have maximum notice off tax bills and also how to reduce them ahead of time.

We’re going to look at minimizing tanks to the lowest legal possible amount we’re going to meet making sure.

We give you a quick response to your questions sometimes their responses within the day sometimes.

It’s within three days and sometimes .

If it’s not in our control it’s within a couple of weeks or a couple of months.

If we’re waiting for HMRC to reply to us we are looking to set up if you are in business

A 30 minute plan with you well the 30 minute plan is all about identifying your goals and making sure.

We have a plan of action that week we can play a part it if you’re not in business and.

You’re an individual but you have some plans on protecting your income protecting your wealth then.

We can have a 30 minute plan to make sure that.

We understand what you’re looking to do and.

We can provide a plan and a set of actions for that to help you do that you can call us on O to O eight to four one three thousand

As a client you pick option 1 and just leave a message with a friendly team of telephone answering services and give this much detail of.

What you want to help with and they will provide that information to us the appropriate team member will get the information and call you back alternatively every single email.

We send you in the signature section has a link to create an appointment with us at a time that suits you that will go directly into our calendar and hence.

we just have an appointment to call you again put all the information down you want to talk to us about so.

We can have it all ready to get the call done and cleared for you let’s now look at how.

You can help us to help you first of all of course we want the information regularly often it helps you to give us the information every quarter.

We have a very secure portal where you can send the information to us every quarter.

we want you to send the information to us on time we will send you regular automated reminders and the fewer reminders you get the better it’s going to be for you and for us to help.

You of course to make sure your stuff gets out on time the quicker you reply to questions you know.

We will sometimes have queries on things we don’t know.

We don’t understand and we want to clear them with you we will send you those questions often .

They will have a video  link attached to them and the quick you reply to those questions either by  phone call or just typing it out the
faster .

We can get the job done for you.

If you have any issues anything that’s worrying you anything that’s stressing you out ask for help you must never know.

Where we can add some value or a different view on what’s going on please copy all correspondence you get to us

Often official nature from HMRC or Companies House just scan it in using

Your smart phone there’s a little link on how to do it with your smart phone or

If you have a scanner with your scanner and just send it to us to our secure portal and that way.

We know what’s going on and can help you deal with it now

This is really important if you really would like to help us so that we can help you in and better is feedback to us at least four times or more per year .

Just tell us how we doing whether there’s anything.

We can do better anything we can we can improve on if you’re going to give us a four or five stars.

Please log into these area these portals and just give them a reason why you’re giving us four or five stars if it’s under four or five stars.

Just tell us what you’d like us to repair fix improve and we will get onto. 

It of course you should subscribe to our YouTube channel and Facebook channel to make sure you stay up to date with all

The things that are changing for you and with us so that you’re you’re aware of.

What’s going on to help you more don’t forget when you are in Facebook and Youtube.

Please like and share our posts and of course refer us whenever you can now if you do these last three things.

We have a referral program which we’ll tell you about separately you will certainly

Benefit as will we we spend less time on marketing and more time delivering advice to clients like yourself.

So that’s really it for this welcome email

You’re going to get a whole series of emails now that’s going to help bring

You on board to get you the maximum information and the best advice possible.

Please complete the viewing of those videos complete the forms that.

We need and let us get this relationship going to a flying start and afford speaking to you soon.

All the best goodbye

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