I have just obtained a new client, via recommendation, who lives about 60 miles away. As I already collect paperwork once a month from another client living about 15 miles from him, it won't be too much of a problem to kill two birds with one stone.
However I am thinking of maybe asking the client to send the paperwork by post, as it may not always be convenient for him the same day I collect from the other client. I know some bookkeeping firms do this but I have reservations about the security aspect of it. What if the post went astray for example?
Nothing has been agreed with the client yet, I have just got his acceptance that he is happy with the quote and wants to go ahead.
I use post regularly to receive paperwork and send it back to the clients. I have clients all over the UK. I normally use First Class Recorded mail or Special Delivery Next Day if the client prefers it. To date I have never had any paperwork lost.
Hope this helps.
Fabs
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I use post regularly to receive paperwork and send it back to the clients. I have clients all over the UK. I normally use First Class Recorded mail or Special Delivery Next Day if the client prefers it. To date I have never had any paperwork lost.
Hope this helps.
Fabs
Thanks Fabs, I have offered my client the choice of either me collecting or using the post. I am thinking of using plastic envelopes. for want of a better word, similar to what the courier companies use, but suited to A4 paperwork.
I share folders on dropbox with most of my clients, who scan all their records and save them in the folders. I still have a few who insist on posting records to me, but I find they take up too much room before I return them. I've never had any paperwork lost. but when you have a large number of clients it becomes impossible if you don't have the storage space (!).
