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Post Info TOPIC: New Client


Newbie

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New Client
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Hello, I'm a bookkeeper, currently using Quickbooks for my business.  I've had a new enquiry from an established client already set up & using Sage.

What would you suggest I do, buy Sage myself (if so, which version?), convince him to let me move his books onto Quickbooks, or suggest me working from his office so many hours per week?

Are there any other options I could consider?

 

Thanks in advance



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Expert

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It really depends which of these options fit best with your business model and ideal client profile. This will be different for everyone.

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BKN Most Innovative Accountancy Firm 2012

Director and Co-Founder of The Bookkeepers Alliance

 



Guru

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I would go and work in their office... SAGE is hiduoiusly expensive for startups!
And you need to find out the fees in youtr local area to charge an hourly rate for that... but its can range from £8-£20 an hour depending on location.

HTH

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Gary

W: www.backtoblackbooks.co.uk    E: gary@backtoblackbooks.co.uk     t: @backtoblackBK



Expert

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I've always turned down any work where it meant going to someone's office, you may as well get a job! Now sending an employee/subcontractor out who knows Sage and paying them £12 an hour but charging the client £25 an hour works! Or possibly you could ask the client for their Sage details if they have already bought it?

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Rob
www.accounts-solutions.com


Expert

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If it is Sage Instants ask him for the disc and stick it on yours, then you can do it from home. If it is Sage 50 (or whatever it is called now), don't bother getting a license it will cost the earth, so if that is the case see if you can go there for a few hours every so often when needed.

You would really need to ask the question about what do they want?...............

Rob - like the idea of charging £25 per hour but paying someone £12 per hour to do the job instead of you going out and doing it yourself, I may have to think about that one in the future!

I've got quite a bit pending at the moment, new clients that are just about to sign up, new ones to see when they return from their holiday, its just gone mad!

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Amanda



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I used to charge £25 an hour (10-15 years ago) to sit in client's offices teaching them to use Sage, so I could sit at home charging the same amount to do the clever stuff, while they did the basic book-keeping!

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John


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You could get the clients license upgraded to take 2 users and then get sage on your own pc. there would be a cost to the client for Sage but minimal hassle for you... just a thought!!
JennieJo

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