Accountancy | Advisory | Audit | Tax

Our strategy

Be part of the journey.

Our three-year strategic plan sets out a bold vision of success for our clients, our people and the firm. The accountancy, tax and business landscape is rapidly changing, fuelled by advances in technology and changing working practices. This presents us with some exciting opportunities.
We are ambitious to create a positive legacy for our clients, our people and our communities. Let’s take a closer look at our three strategic priorities…

Delivering outstanding client service and satisfaction

This is what our success is built on. Making sure we are the right fit for our clients, and vice versa, will enable us to build mutually beneficial relationships and enhance our reputation for combining expert advice with personal service.
Our actions are:
  • Adopt key account management

  • Focus on client feedback and service metrics

  • Enhance our offering for the corporate market

Being recognised as a great place to work

Attracting the best people, valuing diversity and keeping our people happy and motivated in their roles is key to delivering outstanding client service. As a significant regional employer, we also seek to have a positive impact on the communities where we live and work.
Our actions are:
  • Attract and develop the people we need to succeed

  • Enhance our culture, in particular by listening closely to our quarterly employee surveys

  • Care for our communities and the environment, including by reducing our carbon footprint, developing diversity and inclusion initiatives, volunteering and focusing on wellbeing
Re-engineering our processes for efficiency
Technology is disrupting many sectors of our economy and accountancy is no exception. By being at the forefront of this revolution, we can work more efficiently and upskill our people to do more stimulating work that adds real value for our clients.
Our actions are:
  • Continually improve our robust, resilient and agile IT infrastructure to meet changing needs

  • Be data-driven in our decision-making

  • Re-engineer our processes and develop our project and change management capabilities
Our three-year strategic plan sets out a bold vision of success for our clients, our people and the firm. The accountancy, tax and business landscape is rapidly changing, fuelled by advances in technology and changing working practices. This presents us with some exciting opportunities.
We are ambitious to create a positive legacy for our clients, our people and our communities.

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