CONTENT HUB

YOUR SAY REVIEWS

“Very smooth audit, excellent communication and super happy with the tax planning.”

“We are really pleased with the personal relationship and the ability of the CP team to talk detailed finances to non-finance staff and trustees in a way that is digestible and understandable and makes for a really beneficial relationship.”

“Team seemed to work well and audit process was overall fairly smooth. A couple of areas of improvement: – Requests to subsidiary entities for direct audit work on components seemed less joined-up than requests to the UK team, as such some of the work (mainly Spain and Malaysia) had requests drag on for some time after the main work was completed. – Accounts production – I love that this is included in the scope and I’ve been impressed with the turnaround time on getting new versions. But we got to v6 on the audited Holdings accounts and v5 on the unaudited Limited accounts, with several of those versions involving easy formatting errors. Would be great to bring the number of iterations down.”

“Far more proactive team now and real progress been made in addressing outstanding reconciliations Be useful to potentially see capability of Snapshot and how metrics are populated – currently just used as a dataroom.”

“Have worked well with the organisation over many years, whilst maintaining a professional relationship. Information presented gives us confidence that a thorough job is being done.”

“The audit was run very well, keeping disruption to daily tasks for us as a client to a minimum. Communication was excellent throughout. The area I feel that could be improved is the provision of a clear walk forward from client TB to final stats as the unpicking of reclassifications and adjustments always results in unnecessary delays in reconciliation and numerous emails back and forth with the senior team. This could be avoided by having this file readily available.”

“Thorough and professional report, with good pragmatic guidance and help throughout. Still pending HMRC processing (not surprisingly!) but compared with previous reports from other providers I’d be surprised of major issues.”

“Excellent communication and focus from everyone, John Fletcher in particular.”

“As CEO audit passed by seamlessly but with an appropriate level of contact provided. Feedback given to Board was consistent with that provided to management. Team were nice people to work with and worked consistently with our EPIC values.”

“Audit going well – 5 star. Tax has been falling short of expectations”

“We have a consistent team which ensures continuity of knowledge. The team are very helpful and have a collaborative approach with us to find the best way to audit the company.”

“Great job on the audit and deadlines met. Fee overrun was painful though.”

“Audits run smoothly, good levels of communication, helpful responses to queries.”

“Picked up 3 sets of accounts and delivered them with minimum fuss and within target timescale.”

“Very easy to work with and reply quickly to queries.”

“I had good communication with the Auditor on the schemes that we were working on together. The level of queries was acceptable and the comments were all good and sensible. I appreciated the level of detail, analytical skills and the commitment to upholding financial integrity.”