An individual or a business wishing to become a client and appoint YBSM Partners to act for them or their business, they need to;

First time contact.
The easiest way is to Contact Us and provide a few basic details so that we can get in touch with you. We will then call you to establish some key facts about the issues you are facing and to arrange an initial meeting. Alternatively, contact us by phone and partner or senior member of staff will be pleased to talk to you.

Who will cater for my affairs?
Every client is assigned a client liaison partner who will oversee the provision of services and advice to you. That partner will usually be present at the initial meeting, although you may find you are introduced to additional partners, as your needs may dictate the specialist skills of someone else within the firm.

How do we charge for services?
We will explain how we charge for our services, which normally is pre-quote a fixed fee, or provide you with an estimate of the expected costs.

I already have an accountant – can I change?
Yes it can. If you wish to change accountants then it is a simple process, but we do have to follow some professional guidelines which involves us writing to your previous accountant to confirm that there are no professional reasons why we should not act for you. This is generally a formality and your outgoing accountant will usually provide us with any relevant information about your affairs to make the changeover as smooth and as straightforward a process as possible for you.

Do I need any proof of Identity become a client?
Under current legislation, we are obliged to obtain proof of your identity - this process will be fully explained to you at the initial meeting. Additionally, if you are already in business, we will ask you to let us have a copy of your most recent accounts.