I have recently taken on my first few clients and would like to give out some kind of disclaimer so that it's certain that they are aware that I do not give advice on tax or do their final accounts etc.
Do most of you do this? if so how should i go about writing one and do i have to get my client to sign it?
the letter that you are refering to is known as an engagement letter and yes, it's very common (and advisable) to issue these to clients.
Which body are you with as most have their own templates for you to use.
There's certainly one in the ICB and AAT members area's that you could use. The AAT one doesn't seem to be protected so even if you're not a member you should be able to view that one in order to develop your own.
Mostly they need amending a little to incorporate things such as the basis of out of hours charges etc.
The letter also helps to educate the client about MLR and why you need the information from them.
Hope that this helps.
Shaun.
P.S. Ooh, 2000 posts!!!! medal, medal, medal....
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Shaun
Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
Only another 500 till Master Book-keeper... I think that one should really impress the women! Can't wait. I'll be beating em off with a stick.
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Shaun
Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
You get my congratulations Shaun, 2,000 of your posts must be worth about 5,000 of anyone elses! :)
Re the OP, yes as Shaun suggested you need a letter of engagement which should set out what you do and (more importantly from what you put) what you don't do.
You said on an earlier post that Robs not been on here for a while, I have spoken to him recently, hes helping me with one of my clients, and apparently he can't log on, hes tried to sort it but to no avail. He can read the posts but can't reply!
Your typing must have got faster to write that many posts!
it sounds as though Rob's been banned from the site Amanda.... Sure that can't be right as he was one of the prime contributors on here. (I for one certainly still quote from his posts espeichally the networking ones).
Maybe the site administrator needs to take a look at whether when banning one of the spammers Rob's id has accidentally been caught up in the process.
Then again, knowing how much Rob used to post he's probably relieved to be able to actually do some paying work rather than spend all of his time answering posts on here.
If you're reading this one Rob your fan club on here is still going strong. All the best matey.
Shaun.
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Shaun
Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
Congratulations Shaun on reaching 2,000 posts. Your posts and contributions to the forum are much appreciated!
We can confirm we were speaking to Rob a few months back about a browser/cache issue preventing him from logging into the forum. We believed this issue had been resolved, however we will contact him direct again to see if we can help further.
If any other members reading this post are experiencing a similar problem, e.g. when you log in, answer a post and then lose your access, please do not hesitate to contact us direct and we will duly investigate to get the issue fixed.
