Account Management

We're not just about contesting rate demands and giving general advice. The appeals process is only one of the tools we use to minimise your rate liability. We can take on responsibility for the rate function altogether, providing a service that integrates our expertise in rating and management accounts.

Our objectives

Traditionally, surveyors have focused on challenging rateable values, leaving clients to deal with the payment of non-domestic rates. We can manage your company's rate function for you.

We'll ensure only correct rate demands are paid and that any refunds and interest you are due are paid promptly. We make sure all payments are traceable against individual properties and we provide regular, comprehensive reports to keep you in touch with all developments.

Our services

Dedicated specialists

We're a specialist team made up of experts from our London-based Management Accounts and Rating departments. But as part of a global firm, we can draw on the full range of services of a large practice when we need to.

Rate demands

We stay in close contact with each billing authority, so they're up to date with changes to our clients' portfolios, and we keep track of any refunds, exemptions or reliefs we’re able to claim.

Funding and payment

We ask for one monthly payment from clients and make consolidated payments to each billing authority at the required time. We can stop future instalments immediately if need be.

Reporting

Monthly reporting is a core element of our service. We provide statements of account on payments made against each property, details of refunds received and itemised funding requests. And we can tailor our reports to suit your needs.

Forecasting

We can provide our clients with non-domestic rate liability forecasts to help with budgeting.

We're here to minimise the rate burden for our clients, but our focus on management accounting  incorporating cash-flow control, traceability and accountability  means we give you the information you need to manage your business.

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