Forum

First Previous - Page 1 of 1 - Next Last

Are clients getting worse?

  • Member PM.Dip
  • 3 posts
  • # 123470

I've been doing the job for over 25 years and now feel extremely frustrated with the job. I feel clients are taking less accountability and coming up with more excuses, even though we're in an era of digital bookkeeping which makes life easier. 

I'm finding more and more, aren't keeping there receipts, suddenly can't use technology and upload to Dext, Xero, etc. The most frustrating is they think they have a right to buy lunch out every day and put it down as a business expense. Image an employee doing that!! 

You try everything and nothing changes. Frown Is anyone else finding this?
Kyparissi
  • Member
  • Practice Licence
  • 6 posts
  • # 123471

jane_dransfield@hotmail.com said:

“

I've been doing the job for over 25 years and now feel extremely frustrated with the job. I feel clients are taking less accountability and coming up with more excuses, even though we're in an era of digital bookkeeping which makes life easier. 

I'm finding more and more, aren't keeping there receipts, suddenly can't use technology and upload to Dext, Xero, etc. The most frustrating is they think they have a right to buy lunch out every day and put it down as a business expense. Image an employee doing that!! 

You try everything and nothing changes. Frown Is anyone else finding this?

”

 Yes+.......its been slowly happenning over the past 2-3 years.....not even reading e mails, missing call appoinhtments, late with everything and asking fot UTR ot NiNo when they already have theser things....dont read my letters at all,,,,its getting worse!
CrawleyDownMTD
  • Member
  • 1 post
  • # 123502

This is concerning to read, given I have just passed my level 3 and waiting for my practice licence. It occurs to me that the amount of upfront work you might need to do before considering taking a client on is very important.

I have come up with this document to aid my initial conversation and help me to decide on progression or not.

Discovery Call Checklist

Initial Qualification       

Date

 

Prospective Client Name

 

Business Name

 

Contact/Mobile Number

 

Email Address

 

 

Sole Trader

Partnership

LLP / PSR (X:X:X)

Limited Company

Non for Profit

Charity?

No. of People in the Business

Directors

Employees

Payroll Support?

PAYE Scheme?

Anything else?

Trading Location

UK Registered

UK Trading Only?

Time Trading?

Approx Turnover

Anything else?

Business Type

Decorator

Gardener

Paving/Driveway

Construction

or what Trade?

CIS

Contractor

Sub-Contractor

Both

Not CIS Registered

Future Chance?

VAT Reg?

Yes (VAT Number)

No

Near Registration Threshold?

 

 

 

Existing HMRC Regs?

Income Tax Self Assessment

Corporation Tax

VAT Returns

PAYE

CIS

 

 

 

 

Current System

Accountant

 

 

Bookkeeper

Software

Current Process

 

 

 

Current Position

How many months behind are the records?

What does MTD mean to you?

 

 

 

 

Further Details:

 

 

 

 

 

 

 

 

 

 

 

Why have you called me today?

 

 

 

 

 

 

 

Scope Assessment

 

 

 

 

 

 

 

Bank Account (1)

With?

 

 

Feed?

Approx monthly transactions?

 

 

Bank Account (2)

With?

 

 

Feed?

Approx monthly transactions?

 

 

Credit Card (1)

 

With?

Feed?

Approx monthly transactions?

 

 

Credit Card (2)

With?

Feed?

Approx monthly transactions?

 

 

 

Payment Providers

 

Sum-Up

 

 

 

GoCardless

 

Others (list)

 

 

 

 

 

 

 

 

Technical Ability Competency

 

Used MS Products?

 

Mobile Phone Apple / iPhone______

Android

______________

 

 

OK to install Apps?

Multi-Factor Auth?

Passwords?

Are you Organised?

 

 

 

 

 

 

 

 

Anything else you think might be relevant?

 

 

 

 

 

 

 

 

 

 

 


 

 

ð     Are Expectations realistic?                                                                                     Initial Assessment

ð     Can this client work digitally?                                                                               Estimated Monthly Fee:

ð     Would I enjoy working with this client?                                                              Estimated Onboarding Fee:

ð     Does this client fit my capacity and type of client I am looking for?       Estimated Risk:     Low / Medium/High

OVERALL CLIENT FIT                        More Information needed YES/NO                Revisit Later YES/NO

 
First Previous - Page 1 of 1 - Next Last
loading