Based in Marksbury, near Bath, we progressed from a small home-based business in 1993 to our first office in Midsomer Norton in 2000. In November 2009, we relocated to our current office which is bigger and suits the needs of both employees and clients since it is more easily accessible from Bristol, Bath, Weston-super-Mare and surrounding towns and villages. We offer a wide range of services covering all aspects of accountancy, taxation and payroll and support clients in a wide range of business sectors.
We pride ourselves on the level of service we provide for our clients. We understand that the relationship with your accountant is very important and one which should last for many years. Above all, we strive to ensure that you understand your accounts and other information about your business and your tax liabilities by explaining things in plain English, not accountancy jargon.
“This practice provides exemplary customer service and they go the extra mile to make sure that they make things simple for their clients. By doing this they build relationships that last, and focus on providing the very best of service.” JA
Unit 12 Westway Business Centre
Terms of Business
The following terms of business apply to all engagements accepted by Paul Clark Accountants Limited. All work is carried out under these terms except where changes are expressly agreed in writing.
Investment business is regulated by law. We are not authorised or licensed to give investment advice. We will be pleased to provide you with details of an independent financial adviser if you so wish.
Commissions or other benefits
In some circumstances we may receive commissions or other benefits for introductions to other professionals or transactions we arrange for you. In this case, we will notify you in writing of the amount, the terms of payment and receipt of any such commissions or benefits. The fees you would otherwise pay as described below will not be reduced by such amounts. You agree that we can retain the commission or other benefits without being liable to account to you for any such amounts.
We may, from time to time, hold money on your behalf. The money will be held in trust in a client bank account, which is segregated from the firm’s funds.
We reserve the right during our engagement with you to deliver services to other clients whose interests might compete with yours or are or may be adverse to yours, subject to the following paragraph. We confirm that we will notify you immediately should we become aware of any conflict of interest involving us and affecting you.
We confirm that where you give us confidential information, we shall at all times keep it confidential, except as required by law or as provided for in regulatory, ethical or other professional statements relevant to our engagement.
To enable us to discharge the services agreed under our engagement, and for other related purposes including updating and enhancing client records, analysis for management purposes and statutory returns, crime prevention and legal and regulatory compliance, we may obtain, use, process and disclose personal data about you, your business, its officers and employees. We confirm when processing data on your behalf that we will comply with the relevant provisions of the Data Protection Act 1998.
With electronic communication there is a risk of non-receipt, delayed receipt, inadvertent misdirection or interception by third parties. We use virus-scanning software to reduce the risk of viruses and similar damaging items being transmitted through emails or electronic storage devices. However electronic communication is not totally secure and we cannot be held responsible for damage or loss caused by viruses nor for communications which are corrupted or altered after despatch. Nor can we accept any liability for problems or accidental errors relating to this means of communication especially in relation to commercially sensitive material. These are risks you must bear in return for greater efficiency and lower costs. If you do not wish to accept these risks please let us know and we will communicate by paper mail, other than where electronic submission is mandatory.
In common with all accountancy and legal practices, the firm is required by the Terrorism Act 2000, the Proceeds of Crime Act 2002, the Fraud Act 2006 and the Money Laundering Regulations 2007 (the ‘Anti Money Laundering Legislation’) to:
Before acting on your behalf we are required to obtain ‘satisfactory evidence’ to confirm your identity, this will involve obtaining a credit report from a third party and searching by electronic means. We assume that our clients are honest and law abiding. However we are obliged to report to the National Crime Agency any activity considered to be a crime under UK law, no matter how trivial, and whether carried out in the UK or abroad. You are responsible for the detection of any irregularities or fraud within your own business. We would emphasise that we cannot undertake to discover any shortcomings on your systems or any irregularities on the part of your employees or others, although we will advise you of any such circumstances that we encounter.
Help us give you the best service
We wish to provide a high quality of service at all times. If at any time you would like to discuss with us how our service to you could be improved, or if you are dissatisfied with the service you are receiving please let us know by contacting Judith Clark on 01761 410890.
We will provide our services with reasonable care and skill. Our liability to you is limited to losses, damages, costs and expenses caused by our negligence or wilful default.
We will not be liable if such losses, penalties, surcharges, interest or additional tax liabilities are due to the acts or omissions of any other person or due to the provision to us of incomplete, misleading or false information or if they are due to a failure to act on our advice or a failure to provide us with relevant information.
