The Book-keepers Forum (BKF)
The Book-keepers Forum (UK) -> Professional Book-keepers in Practice -> New Client- Pricing Issue
Post Info TOPIC: New Client- Pricing Issue
Paula


Member

Status: Offline
Posts: 5
Date:
New Client- Pricing Issue
Permalink Closed

I have just spoken with my first potential client, a local driving instructor. He's been doing his own books for a few years now, but as he's getting busier he wants to get away from all the paperwork. I've had a look at his records, and to be honest they are in a complete mess.

I'm pretty sure he is going to hire me to do his book-keeping. He's coming round to mine at the weekend to have a further chat.


As of yet we haven't discussed pricing. I'm keen to charge a fixed fee per month, but my question is how do I tackle tidying up the mess? I suggested I could transfer all the records onto Sage, which he was keen for me to do. Do I charge extra to duplicate his work (and at the same time correct his mistakes) by charging per hour, or do I stick to a fixed fee for the months I have to reproduce? This is going to take quite some time to sort out, and I don't want to lose out, but on the other hand I don't want to lose my first potential client!?


Please help ASAP, as I need to decide how to procede.Thanks. Paula



__________________
Summer


Member

Status: Offline
Posts: 24
Date:
Permalink Closed

Hi Paula

I would estimate how long you think it will take to transfer the data onto Sage and then charge a separate fixed fee for this work. You can then set up a fixed fee for the standard monthly book-keeping thereafter.

Best of luck.

Summer


__________________
Paula


Member

Status: Offline
Posts: 5
Date:
Permalink Closed

Thank you so much Summer for your advice. Woz starting to panic a bit.

Best wishes

Paula

__________________
Page 1 of 1  sorted by
 
Quick Reply

Please log in to post quick replies.
The Book-keepers Forum (UK) -> Professional Book-keepers in Practice -> New Client- Pricing Issue
Tweet this page Post to Digg Post to Del.icio.us
Members Login
Username 
 
Password 
    Remember Me  
©2007-2024 The Book-keepers Forum (BKF). All Rights Reserved. The Book-keepers Forum (BKF) is a trading division of Bookcert Ltd. Registered in England Company Number 05782923. 2 Laurel House, 1 Station Rd, Worle, Weston-super-Mare, North Somerset, BS22 6AR, United Kingdom. The Book-keepers Forum and BKF are trademarks of Bookcert Ltd. This forum is a discussion forum only. There will usually be more than one opinion to any question and any posting should not be viewed as a definitive solution. No responsibility for loss occasioned to any person acting or refraining from action as a result of any posting on this site is accepted by the contributors or The Book-keepers Forum. In all cases, appropriate professional advice should be sought before making a decision. We reserve the right to remove any postings which are offensive, libellous, self-promoting or engaged in covert marketing. We will not notify users of removals. The views expressed in the forum posts are those of the individual and do not necessary reflect or agree with those of The Book-keepers Forum. Any offensive or unsuitable posts will be removed by the moderators. Any reader of this forum can request for a post to be looked into by sending an email to: bookcertltd@gmail.com.

Privacy & Cookie Policy  About