PHILLIP CARROLL

David Burgess

4th July 2019

PHILLIP CARROLL

Carol Chan

4th July 2019

PRESS RELEASE

Altrincham-based accountants specialising in Property Services join Xeinadin.

Xeinadin can confirm the addition of yet another major specialism to its ever growing list of business expertise.

Phillip Carroll is renowned for its services to over 1,600 property-related businesses, including a string of shopping centres across the UK region.

The practice is run by two main Partners, David Burgess and Carol Chan. David qualified as a Chartered Certified Accountant in 1996 and specialises in owner-managed businesses, systems implementation, IT services, taxation and auditing.  Carol has been working within the property service charge audit field for over 19 years. She qualified as a Chartered Certified Accountant in 1999, and since then has worked at some leading firms of Chartered Accountants based in Manchester.

Both have followed the Xeinadin movement for over a year. David conducted much due diligence through his legal representatives and tax specialists. On joining Xeinadin he said: “Our principal service aims to assist property management agencies and property owners to meet their service charge obligations and obtain certification of expenditure, which will provide transparency and accountability required by the regulations. Our clients rely on us to deliver a comprehensive, flexible, value-for-money service, backed by a thorough understanding of the commercial property industry.

In April 2007 the Royal Institution of Chartered Surveyors (RICS) introduced a ‘Code of Practice’ for its members who are involved in all aspects of service charges for commercial property. It provides the property industry with a clear set of recommendations which, if implemented, will benefit all sides. The Code has now evolved into a Professional Standard effective from April 2019. Our support in this is provided through our services which include service charge review, preparation of statutory accounts, reviewing service charge accounts, statement of rental income and head rent calculations. We also provide VAT advice, ensuring recoverable and non-recoverable expenses are correctly allocated.

We currently undertake service charge accountants’ reviews and related work for over 1,600 properties varying in size from small commercial sites to large regional shopping centres. We are constantly referred new clients in this area. Despite being in Altrincham we have clients around the UK region and the availability of latest technology allows our clients and our team to work on systems live at anytime of the day and from any place in the world. Geography has become less of an issue in building client relations. We work smartly in person and through cloud-based technology as we respect the fact that clients need their time to build their businesses.

David joined Xeinadin on June 1st 2019 and is planning to actively support the ‘Firm of the Future’ concept. He said: “As business owners ourselves, we understand first hand the pressures and challenges facing today’s businesses.

Our clients use the firm annually for both compliance-based services and services of an added-value nature. The firm prides itself in helping clients deal with tax and compliance issues, but also to undertake many of the day-to-day financial operations of their business – leaving them with more time to concentrate on developing their business. This philosophy creates additional service opportunities, including proactive advice on business management and improving business profitability and personal wealth management.

We believe in this Xeinadin world-class business model. I’ve been working discreetly with over 20 firms in the North West all planning to enter the model. The firms I’ve spoken to all unanimously agree that this movement is the way forward for accountancy firms wishing to offer clients a more proactive support. It’s clear that Carol and I don’t have the expertise to support every client situation. Now we have scope to ask 260+ equity Directors. Many are experts in their specialisms, and to date we have found the internal support very responsive. The movement took a year to build to ensure the entrants in this mass merger culturised around  the community theme. I’m astounded by how we are progressing as a group so quickly. Irrespective of award winners or major specialists, it’s clear we all believe that we are in a stronger place for our clients and team with the support of a wider group. Carol and I plan to serve our clients for many more years, so this move allows us to best prepare for client futures.”

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PHILLIP CARROLL

David Burgess

4th July 2019

PHILLIP CARROLL

Carol Chan

4th July 2019

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