CONTENT HUB

YOUR SAY REVIEWS

“Good insights provided. Nice team to deal with. Need more consistency of team members and where this is not possible a better handover should be provided to new members. Need strong manager oversight on all audits, in particular where there are complex transactions etc. Improved communication between audit team and finance functions within the business.”

“The audit close out meeting deadline was missed and we subsequently had to rush to get the accounts filed on time. We are also reviewing the R&D tax claim, which we feel is slightly conservative.”

“All the insight / guidance / direction from Jake (and Tara) re structure and EMI has been great – as it always is. CP helped us with our annual accounts – again these were only just completed ahead of the deadline, I think we’re keen to try to speed this up in the future – not sure if the challenge is on our side or CP’s but we can work together on it. The jury is out on CP Wealth – but will give this some time to see how it works out – it’s too early to say as investments have only just been moved over. I’ve only just started working with Leigh re personal tax – the initial income numbers etc he has are incorrect, but will work through that – again too early to score. Steve has always been a great point of contact and always feel we can go to him with any questions / concerns etc!”

“The work was well planned, and I like the inflo system, it helps us to keep on track of what is required. The accounts were filed on time, and any adjustments were clearly explained”

“Reliable and helpful”

“Relatively smooth first year audit completed on time. R&D Claim prepared and filed with useful technical insights (from a claim perspective) provided during the process. A responsive team who work well internally across departments and with us as a client”

“Professional, knowledgeable and friendly support.”

“Consistency in quality. Knowledgeable and engaging individuals who not only have the ability to explain on multiple levels of detail, but whom engender confidence and a real feeling of unity within whatever situation the client may be facing.”

“Great audit – responsive when required and seemed to ask the right questions without going over the top. Didn’t focus too much on the little things that sometimes cause audits to drag on.”

“Finalised our first audit, submitted R&D claim, and completed companies tax return plus other support.”

“A more positive engagement, compared to our previous auditors. Still seemed a little ‘dragged out’, but realise we were a late addition to your schedules. Occasionally the depth of detail requested seemed extreme and when discussed, a quicker work around was agreed. Inflo needs to message when an additional task is added, to avoid delays and confusion on outstanding tasks “

“Generally good all round.”

“Good professional , focussed support. Stuck to timetable to ensure timely sign off. Keep consistency of team is important.”

“Will need better communications going forward (already discussed with Audit Partner).”

“Audit is efficient and inflow system is good, tax team are very helpful. I award this 4/5. But, you are too expensive and reluctantly we have had to go else where. The increase in fees over the last two years now means you are very uncompetitive. The benefits outside of audit do not warrant the additional fees. These are not one year decisions so I am sorry but you will have lost us as a client for the foreseeable future. Based on fees 1/5 and I would struggle to recommend you on this basis.”

“Tax work streams and advisory support (Emma and Ayesha in particular) have been excellent and alone would be five star but the audit and accounts prep process was painful.”