Service Journey

Douglas Home & Co are chartered accountants in Scotland and the North of England. This presentation explains the service journey that we take with new clients when they access on of our accountancy services.

About Douglas Home and Co

Douglas Home & Co are leading chartered accountants and tax advisors across Scotland and Northern England. They also provide specialist services such as , Tax Planning, R&D Tax Claims, IT support, Wills, Trust & Estates.

Locations our offices are found in are:

accountants chartered accountants finance BUSINESS service Tax Tax PLANNING Accounts director

document preview

Douglas Home & Co are chartered accountants in Scotland and the North of England. This presentation explains the service journey that we take with new clients when they access on of our accountancy services.

About Douglas Home and Co

Douglas Home & Co are leading chartered accountants and tax advisors across Scotland and Northern England. They also provide specialist services such as , Tax Planning, R&D Tax Claims, IT support, Wills, Trust & Estates.

Locations our offices are found in are:

accountants chartered accountants finance BUSINESS service Tax Tax PLANNING Accounts director

document preview

COMPLIANCE SERVICES
• Accounting • Tax Reporting • Payroll • Bookkeeping • VAT • Audit
SPECIALIST SERVICES
TAX PLANNING
 • Succession, Retirement & IHT Planning • R&D Claims
 • CGT Planning • Capital Allowances Claims
 • Corporate & Income Tax planning
BUSINESS DEVELOPMENT
 • Raising Finance • Strategic Planning • Corporate Restructure
 • Mediation • Business Consultancy
WILLS, TRUSTS & ESTATES
 • Wills, POA’s, Trusts & Estate Planning
IT SUPPORT
 • Custom Designed IT Systems • Microsoft Resellers • Hardware Provider
 • Email, Server & Network Installations
We have been delivering genuine, 
proactive and director led service 
to our clients for over 35 years. 
Led by 6 directors, our highly 
experienced team work across
8 offices located in Scotland and 
Northern England.
Drop in and meet the team
We have offices in Edinburgh, Kelso, Melrose, 
Selkirk, Hawick, Alnwick, Haddington, & Penrith
Web:  dhco.co.uk
Email:  mail@dhco.co.uk
Call:  
01573 225082
TAX EXPERTS IN TOWN, CITY & COUNTRY 
Darren Thomson
Managing Director
Darren has worked with the firm 
for over 25 years undertaking 
his C.T.A and A.T.T. as he 
worked becoming a specialist in 
all tax matters. Alongside the 5 
other directors, Darren oversees 
the Tax planning work and has a 
wide range of knowledge in 
specialist tax areas such as IHT, 
CGT, Family Trusts, Corporation 
Tax and VAT as well as in 
succession and retirement 
planning for his clients.
Mike Johnston
Director
Mike Johnston has been with 
the firm since 2003. He joined 
the Tax and strategic planning 
team in 2014 before becoming 
a director. He is a qualified CA 
having studied through the 
Institute of Chartered Accountants 
in Scotland and he specialises 
in Tax and Business Advisory 
Services for all clients whether 
an individual or an SME.
Andy Purves
Business & Strategic Development
Having merged his accountancy 
practice with DH&Co in 2015, 
Andy is focused on raising finance, 
consulting on strategic development 
and delivering commercial 
advisory services to clients. Since 
qualifying in 1992 Andy has 
started, bought, managed, grown, 
diversified, restructured and sold 
his own and clients businesses. 
He is also the MD of three SME 
businesses with diverse operations 
in the service, retail, motor, 
manufacturing and property sectors.
Victoria Ivinson
Director
Victoria has worked with Douglas 
Home & Co since 2007. She is 
the Head of Advisory and 
oversees tax planning work for 
the firm. Victoria is a qualified CA 
and specialises in Agricultural 
and Equine Clients due to having 
a background and interest in 
both. She is also an expert in all 
areas of tax including IHT, CGT, 
R&D and Capital Allowances.
Caroline Tice
Director
Caroline has worked with the 
company for 26 years before 
which she graduated with a 
degree in Business Studies from 
Edinburgh Napier University.
She is also a qualified CA through 
the Institute of Chartered 
Accountants Scotland. Within 
Douglas Home & Co, Caroline 
specialises in general accountancy 
practice and HR.
Sheryl Macaulay
Director
Sheryl has been with the firm 
since 2002. Having begun her 
training in Accounts and Audit, 
Sheryl now specialises in Tax 
Planning with expert knowledge 
in areas such as IHT, CGT, 
Family Trusts, Corporation Tax, 
VAT and succession planning. 
She has a great understanding 
of many industries, allowing her 
to provide tailored advice to a 
large variety of clients.
Alan Dummond
Director
Alan has been with Douglas 
Home & Co since 1990 having 
previously worked in the financial 
services industry in London. He 
is a qualified Chartered Accountant 
and is a Fellow of the Association 
of Accounting Technicians both 
of which have allowed him to 
gain a vast array of industry 
knowledge. Alan undertakes a 
range of roles within the firm
but specialises in agriculture 
and corporate finance.
You’re in safe hands with our accomplished directors.
By getting to know all the details of your business and the industry you work in, 
you will be placed with a director and their expert team who have a skill set 
which compliments your business needs. They can provide proactive and 
tailored advice to help with multiple areas of your company.
TAX EXPERTS IN TOWN, CITY & COUNTRY 
SERVICE JOURNEY
CASE STUDIES
WE PRIDE OURSELVES
ON OUR LEVELS OF SERVICE
BUT DON’T JUST TAKE
OUR WORD FOR IT.
You don’t expect accountants to be so 
lateral in their approach, so we have 
welcomed their expertise on a business
as well as financial level.
STUART GRAY, THOMSON GRAY
The guidance, communication and 
correspondence from Douglas Home & 
Company has been absolutely fantastic.
DODS OF HADDINGTON
We always have projects on our mind, from 
changing bank provider to how to 
introduce family members into the 
business. In addition to providing us with 
standard accountancy services, our 
accountats business advice is always 
helpful and welcomed.
BREAMISH VALLEY COTTAGES
We appreciated the firms personal 
approach. Having our accountant visit our 
farm for meetings and knowing he was 
able to be contacted at any time if we had 
questions made it feel like he was an 
extension to our own business.
SANDYSTONES FARM
STEP 2
 INFORMATION AND FACT FINDING
Director gets to know all the complexities of your business
STEP 3
WELCOME REVIEW
In depth breakdown to identify immediate and staged
action points
STEP 4
 AGREE & BEGIN EXECUTION
Confidently start building the working relationship
STEP 6
ADDITIONAL PROJECTS
Start moving the business forward with confidence in
conjunction with your trusted advisors
STEP 1
MAKE CONTACT WITH DH&CO
Firm establishes best director skill set to suit your needs
In our 20 years of business,
this is the first time that we are 
happy with our accountants. 
DH&Co provide a flexible 
service with very fast response 
times from all their team 
members.
KEVIN KEENAN
THE KEENAN CONSULTANCY
The Keenan Consultancy
Sector:  
Building Design
Location:  
Edinburgh
Services Used:  Compliance Accountancy  
 
Services (Bookkeeping, VAT,  
 
Payroll etc); Tax Planning;  
 
Research and Development  
 
Claims; Business Rate   
 
Evaluation
www.dhco.co.uk/case-study-tkc/
 
Over the many years I have been 
a client of DH&Co, their high 
service standards have never 
wavered. They get to know your 
business extremely well and by 
providing standard and 
specialist services all under one 
roof, you can rely on them for 
quick and efficient help with 
many different projects.
RM & JF SEED
RM&JF Seed
Sector:  
Agriculture
Location:  
Duns
Services Used:  Compliance Accountancy  
 
Services; Succession Planning;  
 
Tax Planning; Corporate  
 
Resturcture; Purchase of
 
new farm
www.douglashomeandco.co.uk/case-study-david-seed/
 
A Hume Country Clothing
Sector:  
Retail
Location:  
Kelso
Services Used:  Compliance Accountancy  
 
Services (Bookkeeping, VAT,  
 
Payroll etc); Tax Planning;
 
IT Consultants; Succession  
 
Planning; Sale of the Business
www.dhco.co.uk/case-study-a-hume/
 
DH&Co are not just a business 
machine, they take a personal 
interest in your company and 
aim to gain a strong 
understanding of how it all 
works. Since the day we started 
working with them, the DH&Co 
team have felt like an extension 
to our own business rather than 
an external supplier.
KAREN HUME
A HUME COUNTRY CLOTHING
STEP 5
CREATE CORPORATE/FAMILY BIBLE DOCUMENT
Be assured that business/personal tax planning and strategic
matters are captured, reviewed and actioned annually through
this working document