Paseo de la Castellana, Madrid, a few minutes from our office in Calle de Almagro.
Marta Lozano opened the Madrid office in 1987 to keep the books of small companies in Chamberí. By the early 2000s a third of them were trading with the United Kingdom, and their questions no longer fitted in one country.
In 2005 Thomas Ferris opened the London office to answer them. Since then both teams work from the same client file, the same software and the same monthly close, so a client never has to explain the same thing twice.
Today sixteen advisers keep the books, file the returns and run the payroll of more than four hundred businesses, and advise the families behind many of them.
Your numbers every month
Not once a year. A one-page report by the 10th.
Fees in writing first
Nothing starts until you have signed the scope and the price.
One adviser, both countries
A named person who knows your file in Madrid and London.
We say no when we should
If a service is not worth it for you, we tell you before you pay for it.
- Day 1A first meeting
Thirty minutes, free, by video or at either office. We look at what you file today and what is pending.
- Day 3A fixed fee, in writing
An engagement letter with the scope, the fee and the name of your adviser. Nothing starts until you sign.
- Week 2We take over the records
We contact your previous adviser, collect the files and set up your client area.
- Month 1Your first close
Your first monthly report, and every filing for the year with its date.
