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Post Info TOPIC: Looking for accountants to offer discounts to our customers/prospects


Newbie

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Looking for accountants to offer discounts to our customers/prospects
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Dear Sir/Madam. 

I apologise for this unusual approach but we are an insurance broking business that specialises in insurance for cleaning companies.  We have 5,000 customers and a database of over 25,000 cleaning companies who we are permitted to email (under GDPR).  We are looking to offer incentives to our customers and possibly prospects and one area we know they struggle with is accountancy.  So we are looking for a small panel of accountants that can deal with customers across the UK who are willing to offer a discount off their normal fees for introductions. 

 

We have a number of other incentives in the pipeline and once they are all in place we will be launching a "buying group" for the industry using the data we have and using social media advertising.  

 

If you are interested in being involved please email mark@gleaminginsurance.co.uk.   It won't cost you a penny to be involved, just the discounts you offer when you are contacted by our customers. 

 



-- Edited by Gleaming Insurance on Thursday 31st of May 2018 10:58:49 PM

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Mark


Master Book-keeper

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Has anyone responded to this and had an answer?

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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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Cheshire wrote:

Has anyone responded to this and had an answer?


 I read the post and that was it



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Doug

These are only my opinions of how I see things and therefore should not be taken as advice



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"Please consider working for these people at lower than your normal rate."

No thanks.

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Vince M Hudd - Soft Rock Software

(I only came here looking for fellow apiarists...)



Master Book-keeper

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VinceH wrote:

"Please consider working for these people at lower than your normal rate."

No thanks.


Well quite.

But then what is a 'normal' rate?  So then who knows if it's discounted.

I did wonder what criteria they would be using for choosing who should be on their panel, so against my own usual rules, I thought I would email him and I asked for FI/criteria, but have I received a response. Nope, not a dicky bird. Not very impressed really.    

So does that make the OP VEIS?

Of course this sector is fraught with the usual IR you know what issues, never mind painful payroll for most businesses due to the constant changes, MLR issues and many many more.  So surely that commands a premium fee structure.   Plus by the time they've come to take insurance out, the late input of an Acountant means you are just firefighting wrong set up decisions etc.

 



__________________

 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



Newbie

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Joanne,

Apologies I haven't yet replied, been on holiday until today. I will respond to you personally in a moment.

This is a genuine offer of free introductions in return for a small discount. If you are all inundated with work and spend no money to get new clients through the door then fair enough. I just didn't realise that would be the case.



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Mark


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Gleaming Insurance wrote:

Joanne,

Apologies I haven't yet replied, been on holiday until today. I will respond to you personally in a moment.

This is a genuine offer of free introductions in return for a small discount. If you are all inundated with work and spend no money to get new clients through the door then fair enough. I just didn't realise that would be the case.


 Hi Joanne

Did you get a reply?



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Doug

These are only my opinions of how I see things and therefore should not be taken as advice



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She did Doug.

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Mark


Master Book-keeper

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Hi Doug
I did. Ive just emailed Mark back to (hopefully) explain why we are choosy about clients and its not a stack em high scenario (**) in this sector.

(** - except for some eg newbies desperate to get a client base.....who usually come to the same conclusion when they get no sleep at deadline times!)

__________________

 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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