Meeting face to face is still key to a successful relationship

The coronavirus pandemic and the need for social distancing made it impossible to sit down for a chat with us in the usual way. Yet the financial fallout from covid and the current economic situation has made such meetings even more essential.

We have all had to find new ways of working and communicating. Wood and Disney were well placed for the move to home working as we had invested and moved all our systems in to the cloud long before the pandemic hit. So our productivity and our service to our clients was not interrupted or affected by remote working. Technology enabled us to stay in close touch with our team and clients during the coronavirus pandemic with virtual meetings and access to clients' data the through cloud accounting and our secure on-line document exchange. As we emerged from the restrictions of the pandemic, Wood and Disney embraced the benefits of hybrid working, with our team in the office 50% of the time. Virtual meetings with clients and colleagues have become a mainstream means of communication. They have not replaced in-person meetings but run alongside, often taking the place of telephone meetings as a means of communicating and keeping in touch. At Wood and Disney we believe that holding such virtual meetings with our clients and colleagues can be as effective as face to face meetings and have become an essential part of our communication toolkit.

Why is a meeting necessary?

Some accountants offer their clients a traditional standard package of services. This typically includes historical accounts preparation and tax compliance and these accountants might see their clients a maximum of once a year.

At Wood and Disney, we believe all our clients have their own specific needs, so we do not offer standard solutions. We understand that all our clients are individuals, with their own short-term and long-term financial goals, aspirations and problems for both themselves and for their businesses. We provide advice and support that is tailored to you and your needs.

Our service is all about you and we believe that by regularly meeting with you, virtually or otherwise, we can openly discuss, question and listen to you and find out exactly what your current financial objectives are and provide solutions to any problems.

Once we understand your goals, we work with you to develop a personalised roadmap to help you on your journey. We encourage you to meet us on a regular basis as your needs and goals will change as time passes. We want to help you over the long term to achieve your changing goals and solve the problems that will inevitably arise along the way.

With the financial fallout from the Covid pandemic and the ongoing challenging business climate, the need for continued support has never been greater and a virtual meeting with us could be invaluable.