We needed an accountant who could genuinely be a strategic partner, not just a service provider. Pennyhills exceeded our expectations with a seamless transition and proactive advice that our previous firm couldn’t offer. They truly understand our evolving business needs!
Taking over from another accountant
London & Kent Surveyors
Industry: Property, Surveying
Location: Dartford, Kent
Est. 2023
Strategic Accounting Partnership & Future-Proofing Financial Advisory (Accountant Switch)
The Challenge
London & Kent Surveyors, a reputable firm of RICS surveyors and support staff, providing essential property surveying services across London and Kent, had experienced consistent growth in their operations and client base. As their business matured and the property market evolved, their existing accounting arrangements began to feel restrictive. They found their previous accountant was delivering basic compliance but lacked the forward-thinking financial guidance and proactive engagement necessary to truly support a growing professional services firm. The directors sought a new accounting partner who could not only manage their current financial affairs impeccably but also provide strategic insights and a more collaborative approach to future-proof their financial health as their business continued to evolve.
Pennyhills’ Solution
Pennyhills engaged with London & Kent Surveyors to provide a strategic accounting partnership, focusing on a seamless transition and proactive financial advisory. Our solution involved:
Expedited & Organised Accountant Switch
We executed a swift and orderly transfer of all accounting records, historical financial data, and necessary compliance documentation from their former firm. Our priority was to ensure a hassle-free transition that allowed London & Kent Surveyors to maintain full operational continuity without any administrative burden.
Comprehensive & Proactive Financial Management
Beyond the provision of core services like bookkeeping, payroll, and year-end accounts, we implemented a more proactive advisory model. This included regular meetings to discuss financial performance, identify emerging trends within the property sector, and provide forward-looking insights.
Strategic Growth & Tax Planning
We offered tailored advice on optimising their professional service structures, managing partner remuneration, and leveraging available tax efficiencies for a growing firm. This foresight aimed to enhance profitability and support their long-term strategic objectives, such as expanding service offerings or geographical reach.
Enhanced Client Collaboration & Responsiveness
Acknowledging their prior unmet needs, we established a more collaborative and responsive relationship. We ensured direct access to expert advice and timely responses to queries, fostering a true partnership where their financial concerns were always a priority.
Key Results & Impact
By choosing Pennyhills, London & Kent Surveyors successfully transitioned to an accounting partner whose capabilities and proactive approach genuinely met their evolving business needs. The seamless switch resulted in immediate improvements in financial clarity and reporting. They now benefit from a strategic financial partnership that not only ensures robust compliance but also provides foresight and guidance, enabling them to make confident decisions and continue to grow and adapt within the dynamic property surveying market. Pennyhills has become an integral part of their planning for future success.