Welcome To MCA Accountants
Find out more about the process to switch here
STEP 1: Familiarise Yourself With Us
Terms and Conditions
Our terms aren’t too different from most accounting firms. We require you to act promptly when we request information, and we rely on the information provided to us (we don’t do a full audit of your accounts, but we do use our professional judgment to find errors).
Our staff do great work, and they deserve to get paid for it. We therefore expect that you pay our fees within the agreed terms. We aren’t heartless however, and we are happy to extend payment terms for those in need.
All client tax refunds come to our trust account first. This is so we can check that your refund is accurate, and like other accounting firms our policy is to deduct any outstanding fees from your refund before we forward it to you. This goes for any related parties also.
Mission, Vision, Values
We make things simple, and in return we believe you will never want another accountant.
We’ve lost track of the number of times new clients have come to us and been amazed that for the first time their accountant has explained something to them in a way they could understand.
We are dedicated to helping you understand the tax and business environment you operate in – which in turn allows you to make smart decisions. But this is a two way street…
If you are coming to MCA chances are you like how this sounds, but it can’t work unless you allow us to keep you informed and updated. Part of this involves subscribing to our email list and our social media sites.
STEP 2: Let Us Get To Know You
Get In Touch
Tell Us Why You Want To Join MCA
We don’t want an essay, we just want to know what drew you to us. It helps us understand you and tailor services for you.
Complete Our New Client Forms
To look after you we need to know all of your details. That means names, addresses, emails, dates of birth, places of birth, tax file numbers, australian business numbers, companies, trusts, super funds, and much more.
After making initial contact, we will forward these plus any other information we think is relevant.
Provide Copies Of Your Tax Returns
Your previous tax returns and financial statements are more than a treasure trove of information to us – they are vital for us to do our job. We will need the past 2 years, plus we will need to get any depreciation schedules, hire purchase agreements, and cost details of capital assets.
STEP 3: We Obtain Ethical Clearance
What Is Ethical Clearance?
A requirement of our professional bodies is that we contact your previous accountant and ask if there are any reasons why we shouldn’t take you on as a client. If you have a history of dishonesty (for example, you provide false information to your accountant) – we will decline the appointment.
Collection Of Other Information
Typically accountants will provide us with the bare minimum upon losing a client. The most common phrase we see is “our client has been provided copies of their tax returns” when we ask for copies.
Assuming your fees are paid up, your accountant will release any of your original documentation they hold (such as company constitutions, bank statements, receipts, etc), but generally not much more – which is why we ask for it all from you in the previous step.
STEP 4: Confirm Services And We Get To Work
If you haven’t already, you need to confirm exactly what you would like us to assist you with.
Some of our services have agreements that require signing before we can commence, and some require a direct debit arrangement.
Naturally, if we are going to be performing work for you, we will need you to provide us with the relevant information to do this.
You can post it, email it, upload it via our website, or upload it via your client portal.