SME News December 2017

6 SME NEWS / December 2017 , CopiaWealth & Tax Limited is a proactive firmof chartered accountants, tax advisors and business advisors, that can offer total support to businesses and their owners. We invited Shaun Philpott to tell us more about the success of the firm in relation to being named Best Accountancy Practice 2017 inWolverhampton. Copious Amounts of Expertise Based in Wolverhampton, Copia aims to reduce tax bills, increase profits and help businesses grow. The firm offers a variety of services in order to help clients and it is its adaptable nature which helps maximise its potential. Just some of the offerings of the company include accounting services, cloud accounting, plus auditing and taxation services. Additionally, the staff also offer tax planning services, wealth planning services and can operate as business advisors should this meet the client’s demands. Copia’s client base is mixed and varied, as staff work to provide quality services to limited companies, partnerships, sole traders and not for profit organisations. With this in mind, the staff always go the extra mile and pride themselves in making the seemingly complex simple and helping clients make informed decisions. As Chartered Accountants, the company does all the things people would expect and more besides. Shaun talks about the mission of Copia, its commitment to training, staff experience and advice offered. “At Copia we value our clients, we value our staff and we value our corporate and social responsibility. Copia’s mission is to build up its client base by ensuring clients are kept up to date with the latest technological advances for example in cloud accounting whilst still providing regular face to face contact whenever they require it. Our commitment to training ensures we remain technically up to date and the strong team culture within the office ensures we are approachable, friendly and professional. The vast experience within the Copia team means we can offer effective and practical advice.” Fundamentally, it is this mission which helps the company differentiate itself from others within the highly competitive industry. In an ever increasing technology based environment, Shaun notes that Copia still provide a personal touch for clients, which it is integral to client satisfaction. “In this generation, the accounting market is getting ever more competitive, as the advances in technology make compliance work on accounts and tax more of a commodity service. What you get from Copia is the opportunity to benefit from these technological developments whilst still enjoying the human touch. We genuinely make a real effort to get to know our clients and their businesses so we can give the most appropriate and effective advice and guidance as well as efficient and professional compliance services.” Shaun tells us what interesting trends and developments the company is noticing within the Midlands area, and whether these are of any benefit to Copia. He talks about how the company will adapt and look to reap the rewards of possible funding opportunities, and also is keen to point out that network of contacts that staff have is particularly beneficial within the region. “As mentioned earlier, the advances in technology make compliance work on accounts and tax more of a commodity service and so to survive and grow your fee base accountancy practices need to focus on providing added value services such as business advice and tax planning. “In the West Midlands at the moment, with the implementation of the West Midlands Combined Authority and launch of the Midlands Engine, there is a positive energy and an aspiration that funding can be secured from Central Government to drive forward the West Midlands economy in terms of transport infrastructure, skills, access to finance and securing inward investment. This more buoyant West Midlands economy will create more opportunities for Copia to support local growing businesses.” “The West Midlands has, through the Midlands Engine, plans to grow GDP and productivity. This means businesses in this area will be looking for advisors that can provide added value services to the core compliance services required. Copia has experienced staff and strong contacts within the locality to enable it to satisfy these future requirements.” Looking ahead, there looks to be exciting times coming up for Copia, particularly with regards MID17018

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