Annie Lee – WSM Advisors
The team at UK top 100 chartered accountancy practice, WSM, tell us about their services to business
What is your area of expertise? My expertise is in business advisory to small and medium sized businesses including not for profit organisations and charities.
Tell us a bit about your business WSM is a UK top 100 chartered accountancy practice who provide tax, accounting, audit, consulting and insolvency services to businesses operating in the UK, personal tax services to private clients and specialist UK tax services to international property investors and alternative investment funds. We are situated in the heart of Wimbledon town centre.
What do you enjoy most about what you do?
I love to meet my clients, listen to their problems and frustrations and offer my help and advice. My job is very satisfying especially when the clients take on board your suggestions and see their business flourish.
What makes your business stand out?
WSM is not your traditional accountancy firm. The firm is a paperless office and has invested heavily in their IT and accounting software in the past years. The firm is prepared and ready for MTD (Making Tax Digital), which comes into effect from 1 April 2019.
What do your clients value most about your services?
Trust and confidence in our personable and close relationship with our clients
What has been your best business decision in the last few years?
Specialising in not-for-profit organisations and charities. This has widened my knowledge and experience in this sector including advising on direct and indirect taxes, and on trustees’ responsibilities and governance, which is fundamental to any charity in this rapidly changing environment.
What can you offer clients that competitors can’t?
WSM has dedicated teams for our private individuals and business clients. Our clients expect bespoke tax advice and a friendly and efficient tax compliance service from our private client team. Our business clients expect sound, pragmatic advice to assist them in making the decisions that will help their business succeed.