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First Prospective Client Meeting! HELP PLEASE!!
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Thu 10 May 2012 10:41 AM
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Jo G
Member CB.Dip
Practice Licence
127 posts
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Hi guys,
I will review the other "first client" topics on the forum but I have just received my first telephone enquiry (OMG!!!), I have a meeting set up next Monday 14th to discuss the business, bookkeeping requirements etc. to enable me to provide a proposal.
The prospective client is a limited company, VAT regsitered, runs a delicatessan shop and also a catering business. For his first year he did his own books manually using Simplex books and does all his invoicing etc. from his home office. The accounts have just been reconciled and he has received a £3,500 bill from his accountant which he is looking to hopefully reduce by using a bookkeeper this year.
His turnover in the first year was 120K, not all of the outside catering work went through the till so he found it difficult to reconcile to his bank. His 2nd year of trading will finsihed September 2012.
OK - so where do I start?!?!?
What key questions should I be asking in my first meeting?
Are their any specifics I need to brush up on before my meeting in relation to the retail environment? (I'm assuming the VAT Retail Schemes will be one?!?)
Any pointers, advice, thinks to watch out for would be greatly appreciated!!
Thanks in advance,
Jo
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Fri 11 May 2012 03:11 PM
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Jo G
Member CB.Dip
Practice Licence
127 posts
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Jo Gsaid:
“Hi guys,
I will review the other "first client" topics on the forum but I have just received my first telephone enquiry (OMG!!!), I have a meeting set up next Monday 14th to discuss the business, bookkeeping requirements etc. to enable me to provide a proposal.
The prospective client is a limited company, VAT regsitered, runs a delicatessan shop and also a catering business. For his first year he did his own books manually using Simplex books and does all his invoicing etc. from his home office. The accounts have just been reconciled and he has received a £3,500 bill from his accountant which he is looking to hopefully reduce by using a bookkeeper this year.
His turnover in the first year was 120K, not all of the outside catering work went through the till so he found it difficult to reconcile to his bank. His 2nd year of trading will finsihed September 2012.
OK - so where do I start?!?!?
What key questions should I be asking in my first meeting?
Are their any specifics I need to brush up on before my meeting in relation to the retail environment? (I'm assuming the VAT Retail Schemes will be one?!?)
Any pointers, advice, thinks to watch out for would be greatly appreciated!!
Thanks in advance,
Jo
”
Any quidance, hints, tips, valium, from my fellow practice members would be greatly appreciated if you could spare a moment - I would like to finish my prep over the weekend in time for my Monday meeting.
Yours hopefully!
Jo
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Sat 07 Jul 2012 09:16 AM
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Stevie Boy
Member (Computerised)
Practice Licence
20 posts
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Shame no one replied, how did it go in the end?
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Sat 07 Jul 2012 09:39 AM
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Jo G
Member CB.Dip
Practice Licence
127 posts
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It was a shame no-one replied Steve, I don't think it helped that my post coincided with the website upgrades :-( I'm pleased to report that I did in fact get that client :-) & am currently working my way through his transactions to bring his books up to date. A slow process due to my lack of experience plus trying to get to grips with VT transactions but an enjoyable one. I'm learning loads all the time!
Jo
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Sat 07 Jul 2012 04:34 PM
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David
Member CB.Dip PM.Dip
Practice Licence
262 posts
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Well done Jo
Sorry I didn't see this post until now. I will try to email some valium if you still need it, but am still working around the issue of getting my machine not to crush them first. :)
Good luck.
______________________
Best Regards,
David Bowes MICB CB.Dip PM.Dip (Southend on Sea)
Email: info@booksmart.co
Website: BookSmart Bookkeeping Services
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