Who are PBTA?
PBTA’s dedicated team includes a mixed team of business and tax advisors. Within the team we have many years of experience ( our longest qualified team member has over 35 years experience) in general practice. Our talented team our client focused and work hard to find the right solution to your needs.
Where are PBTA located?
PBTA offices are based in and around Bristol. We have three offices covering our local clients, however we have many clients based much further afield!
What do PBTA do?
We offer a wide range of services depending on what you need. We cover everything from the basic to the complex.
- Bookkeeping for those who don’t have the time, we love our “cloud software” and many of our clients do too!
- Payroll including RTI submissions for those who prefer someone else to keep on top of the ever more complex PAYE legislation.
- Personal Tax Returns, from simple land and property to complex tax returns.
- VAT return preparation is a popular choice, we can take the quarterly hassle away from your business.
- Larger clients often want management accounts and regular performance meetings. We can assist by preparing projections and reports to assist in financing from banks and others.
- And of course we do those accounts and the other compliance items which any business needs.
Why use PBTA?
We are a small professional team and we like to get to know our clients and their businesses. Because we make the effort, we believe we can give you better advice. Keeping jargon to a minimum, offering affordable solutions and utilising the latest technology you can relax in the knowledge that you are being cared for.
Can I meet you before becoming a client?
We always take the time to meet people at their convenience, this can be at their premises, at any of our offices or more often remotely via Zoom, Teams, Skype. It’s part of our philosophy to get to know you and your business better, where possible it’s always better to know a business first hand and how things actually work for you. There is no cost or obligation for us to come and see you. Invest an hour of your time, you may be surprised at how our way of working is better for your business and pocket.
How easy is it to change accountants?
The process to switch from your previous accountant is really straight forward. Once you have agreed to become a client, we will write to your previous accountant to tell them about the switch. We will also contact the HMRC to become your authorised agent, ensuring as little fuss as possible.
How can I get in touch with you?
Easy, please make contact. Call our office on 0117 9467333 or email on email@example.com. Arrange a time convenient for you, we can visit you or pop in to one of our offices. These meetings take a maximum of 90 minutes, we will discuss your business be it a new idea or a business your great grandparents set up - our oldest client was started in 1895!
Who are our existing clients?
We cover a wide range of clients from large to small and across many different industries. Our biggest clients turnover is in the millions and we have clients who are in the start up stage. We represent fields such as multimedia marketing, security, aerospace, telecoms, breweries, manufacturers, haulage, consultants and many others. You will find comments from our clients throughout this website, they are the most important thing in our business without them we don’t exist.
How do we charge?
First and most importantly you, the client, needs to know you aren’t on the clock. We don’t charge for you contacting us and asking our opinion on anything. When you meet with one of us you will receive a fixed fee proposal. That fee covers all the agreed work and as much of our time as is needed, plus using our skills and experience for those problems which crop up. The proposal will clear show what is included in the affordable fee, if you require any additional work we will inform you of the cost upfront, we want to ensure that clients know exactly what they are paying for.
How do we take payment?
The vast majority of our clients use monthly standing orders, over the last decade our clients have seen the advantages of budgeting their accountancy fees across the year.
It’s helps you and us in a variety of ways. It’s eases your cash flow, no large bill to cover. It eases our cash flow, we know how much income to expect each month and no awkward discussions about getting paid. Most importantly for us we spend no time chasing fees leaving more time to concentrate on providing our services.
What is the process of becoming a client?
The first meeting
To arrange an initial no obligation meeting or an informal chat please call us on 0117 946 7333, alternatively please email firstname.lastname@example.org.
During our initial meeting we will discuss the next steps; after the meeting we will provide you with a written fixed fee quote and a proposal for working together with all the paperwork to commence our appointment.
Becoming a client
The pack will include a ‘letter of engagement’. This sets out the work we are to undertake on your behalf, who will be handling your affairs and the fees to be charged.