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Nikola


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Meeting with first client - Help!
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I have my very first meeting with a client on Tuesday to discuss taking over their payroll and what to charge.

So far i have established their accountant completes the payroll, and they currently have printed payslips. They want to move away from printed payslips and switch to electronic.

My questions so far:

How many staff?

How often is payroll processed?

And now my mind has gone blank :/

What other questions do i need to ask.

 

Thankyou

Nervous Nikola

 

 

 



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Meadowlands


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Nikola

you have covered most of it. The only other things you might need to know are:

What system are they using and can you have the files

are the amounts paid the same each time or is there lots of over time etc

how many starters/leavers in a year

hope that helps

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Alison - Simply Balanced Solutions
Cheshire


Master Book-keeper

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Hi Nikola
Just one other (2- parter) comes to mind for now - when is the payday and when is the cut off (helps to know how long you have got to process it, raise queries, get answers and still meet RTI timeframes.

Good luck with the meeting



__________________

 Joanne 

Winner of Bookkeeper of the Year 2015, 2016 & 2017 

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

You should check out answers with reference to the legal position
Nikola


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Thank you for the responses.

I have now drafted up a checklist. No doubt i will wake up at silly o'clock with something else to add.

I do have another question. When meeting with the client, do you already have a price in mind? If so do you give them the price and follow up with email.

Thanks

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Cheshire


Master Book-keeper

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I always go with a price in mind, may change as I get responses to questions, but always be prepared to negotiate. Don't undersell yourself though, especially given the fact that. RTI is very tying. If you know what the Accountant charged go in a bit less given you aren't having to use your printer ink and paper.

__________________

 Joanne 

Winner of Bookkeeper of the Year 2015, 2016 & 2017 

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

You should check out answers with reference to the legal position
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