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Post Info TOPIC: Contacting Accountants


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Contacting Accountants
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Morning all, and happy new year! One of my new years resolutions is to expand my business so I was thinking about contacting some local practices to see if they would sub contract their bookkeeping clients. I've already spoken to one and he seemed keen so I'm thinking there may be more out there willing to do the same. I was wondering if anyone could give me some advice as to what I need to put in a letter as I was going to send them out with my cv? I appreciate it's probably better to phone the accountants directly, but I REALLY struggle with selling myself and totally clam up.....as soon as a meeting is agreed or interest is shown I'm as confident as anything, but sales really isn't my thing! Thanks, Liz

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Every week I get mail shots from bookkeepers asking this question and all of them end up in the great round under desk filing cabinet.

The thing is that when you write you are putting the control over whether the accountant wants to talk to you in their hands rather than yours.

For larger practices you wouldn't be able to get to the accountant that you need to talk to by phone either but for small practices you will on occassion get accountants who will talk to you where they would not have answered (or often even read) a mail shot / email campaign.

Its nothing personal but try to put yourself in the accountants shoes.

Every day they will be getting a stack of letters from software vendors (lots and lots and lots of software vendors!!!), outsourcing companies, taxation service suppliers, payroll companies, insolvency practices, stationary suppliers, etc. All of which gets get filtered to the bin trying to find the stuff that you need to read. Then of course you have the CV's and the bookkeepers mailshots. I read them before binning them but I know that many do not.

You open your email and its the same story because that free report that you signed up for came at a cost. (The one's that bug me are the one's that you open because they pretend to be what they are not, such as "Bookkeeper needed" then you open it for it to read that if you join xyz they will push your services to their extensive exclusive network (of people who mistakenly downloaded a report!). People that email CV's are to my mind easier to ignore than those who have gone to the effort of sending a letter.

Worth noting that attaching a read receipt just ensures that it is never opened in anything more than the viewer panel.

Then the phone starts ringing and you get pushy sales people who cannot understand why you won't take the great offer that they are offering for this software / service that you don't need but will only cost you £100 rather than their nortmal £20 million but only if you sign up there and then as its a one day thing. And you are trying to get them off the phone without being too rude in order to open your lines so that clients can get through or you can actually phone people that you need to.

So... Welcome to the life of the people that you are trying to contact!

Not all accountants will talk to you, sometimes you will get rude responses, but still when someone comes on the phone quite sheepishly rather than in agressive sales mode the accountant is more likely to give you five minutes of their time so your initial approach that scored results was to my mind the right one and your move to an email / snail mail campaign would be a mistake.

My advice is to keep phoning. Its shown positive feedback results for you so far so why abandon it for something that is less likely to result in work and may actually allienate you from local practices.

Just my opinion but as one of the group that you would probably be phoning / emailing / mailing I hope that you appreciate a bit of feedback from the other side of the desk.

Good luck,

kind regards,

Shaun.

p.s. The more you phone the better your confidence will get. You will need good confidence on the phone for Credit control and HMRC so look at it as practice for that with the possible benefit that you could get some work out of it (But think of that as a cherry on the cake rather than the cake itself).


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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.



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I have built up a good repor with accountants but this hasn't been through a letter, its all been through networking, making sure when I am at events to seek out the accountants and then introduce myself etc. It does take a while, also when I take in a new client if he has an accountant that I don't know, I make a point of getting to know the accountant so then that will open doors later.

Good luck with it all.

A

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Amanda



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Thank you, all good advice! I took over a client from a bookkeeper recently whose entire workload came from one Accountant, so I'm hoping over time this will be a good source of income. Networking sounds good and something that I've been meaning to do but just never got round to.....time to step things up a gear in 2015!

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I know that its too early to be considering this but try to get yourself into a position where you are not dependant upon any one source (such as a single accountant) for any more then 15% of your work and any one client should not represent more than 15% of your work.
Any more than that and you place your objectivity at risk.
Working to those percentages also incentiveses finding work from different sources and eternally expanding your client base to keep within them.



p.s. thats not my percentage, thats the official line from some professional bodies to ensure than members maintain their independance and objectivity. The guidance suggests 10% as the maximum and places 15% as an upper figure. It also states that the rules can be ignored for the first two years when you are just starting but it's something the bare in mind for future reference.


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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.



Master Book-keeper

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The 15% is good advice - not just from a professional objectivity point, but also from a business risk point. Always spread your customer base so you reduce exposure to the loss of any.

Ive always put off ringing new Accountants to gain work. Part of this is my natural shyness with people I dont know, although I managed it well enough in Corporate Banking when on the hunt for new business. The bigger part is because I do this role without the benefit of formal training, but via experience gained although Ive had no complaints from Accountants and I ask regularly to see if they wish me to do anything differently and in fact have gained the opposite with a few compliments. Got to be easier starting on the phones then extend it to in person with networking.

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 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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I used to be incredibly shy when meeting people, easily getting tongue tied.  I find I'm reasonably confident when meeting new clients who approach me, but dread the thought of networking, where I know I could easily dry up.

 



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John



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Go for networking John, its gets easier each time you do it, I am okay on a one to one but not good in a crowd, but hey ho what have you got to loose!!!!

Go for it and be bold.

Good luck!

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Amanda



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Thanks Amanda, I've got a couple of one day courses to attend in April and May, regarding web promotion and social media, and there will be a chance to network with other businesses.  I will use them to wiggle my toes in the water



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John



Master Book-keeper

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A good question, well comment, I learnt in my corporate days '' tell me about your business'' is a good opener, which hopefully will allow you to pick out common ground as they ramble on, so you can start to chat back. People always love it when someone is interested in their business. Don't forget your businesscards. Good luck

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 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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Yes, I like that, thanks Jo.



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John



Master Book-keeper

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No problem John - let us know how you get on



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 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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