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Post Info TOPIC: Checlist for Clients
gerry


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Checlist for Clients
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Hi there

Does anybody know of a general checklist to give to clients in order to get all the paperwork to you. 

I could make the templates but could spend ages for all the forms that a company might need.  I thought I would check to see if any of you used a website or book that could be helpful.

I'm kicking myself really, I made all the necessary forms at my previous employed job but was made redundant and didn't think to get copies of them all.

Many thanks

Gerry

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BobHarper


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Gerry - we've developed a Small Business Handbook with sections on filing, storage, cross referencing, what records to keep, how to organise paperwork and legal requirements. We use this as part of our service to help clients keep their fees down!

However, I'd recommend rolling a consultation into your engagement process and include organising records - I figure clients should pay for being told how to organise their paperwork!

I hope this helps and good luck.

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Bob Harper
Crunchers - The fixed fee accounting franchise for bookkeepers and accountants
gerry


Senior Member

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Posts: 116
Date:
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Hi

Yes, this does make sense, thank you.

I will start to compile all of the necessary forms and in time maybe I would be able to offer a handbook too.

I'm afraid I was looking for a shortcut but as they say, "There are no shortcuts to any place worth going"

Thank you Bob

Gerry



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