That’s not the way we work.
Of course we must comply with the rules, but what we really want is to make an impact. To add value. To be the trusted advisor you always consult. To be your guide in the complex world of tax and business. To tell you the questions you should be asking not just the answers to the ones you do.
Our DNA reinforces everything we do here at Mark Holt & Co Group and drives us to make an IMPACT to you and our team.
I – Innovate
We are creative, proactively looking for new ideas, spotting opportunities and providing solutions to problems.
M – Make a difference
We add value in everything we do and are a net contributor to our clients. Whilst developing individuals in our team to be the best they can be.
P – Passionate
We are passionate and enthusiastic about you and your business. Going the extra mile to help you succeed.
A – Achieve
We will support you to achieve your vision. We strive to overcome challenges, assist through periods of change and our drive can help you to be the best you can be and achieve more than you ever thought possible.
C – Client service
We deliver great client service to create a long-term relationship and be your trusted advisor. We genuinely care and client service is the focus in everything we do.
T – Team
We are one team who work hard encouraging and supporting each other whilst having fun. We truly believe that Together Everyone Achieves More.
The Mark Holt & Co Way
How we can make a difference to you and your business.
We focus on what matters
We don’t just focus on the business, on financial performance and tax planning, but on what really matters to you. That could be protecting the wealth you have created from risk, succession to the next generation of family or employees. It could be planning for a retirement, or it might just be as simple as being the person you can trust to share your concerns or to celebrate your successes. Sometimes we are the ones that tell you how it is when you need a wakeup call or reality check.
To become a net contributor to your business
Providing value greater than our fees. To do this we must bring a constant flow of ideas to make an impact to you and your business. This can include complex tax advice that generates tax refunds or future tax savings, or business advice to improve profits or increase the business value, or even wealth planning to grow and protect your personal wealth. It is only through delivering these services where value is much greater than the costs, that we can strive to ensure we pay for ourselves year after year, and become a net contributor and not just another business overhead.
Offering passion and proactivity.
There is no fun in accounting, audit or tax returns! Honestly, there isn’t! We get excited about adding value, growing businesses, saving tax, and all the proactive advice that our clients love. We want to be part of your journey, and to achieve this we need to be passionate about you. Nothing gives us greater pleasure than seeing clients excel, grow their business, build a great lifestyle and enjoy their own success.
We provide ‘solutions to problems’.
Most professionals can give the right answer providing you ask the right question. We work to understand you and your business, and to guide you on the questions we think you should be asking. We identify the underlying problem and offer a range of solutions, explaining the pros and cons of each so you can decide what is right for you. For example, when we meet a new business that complains about their high tax bills, we need to uncover whether it is too high and can be reduced, whether they simply don’t understand how it is calculated, their existing accountant is too concerned about HMRC asking questions, or perhaps it may even actually be a cash flow problem and not a tax problem and the concern is that they can’t pay it. Looking for the real issue is crucial.