The Book-keepers Forum (BKF)
The Book-keepers Forum (UK) -> Professional Book-keepers in Practice -> Self assessment checklist
Post Info TOPIC: Self assessment checklist
Charlottec5779


Member

Status: Offline
Posts: 5
Date:
Self assessment checklist
Permalink  

Hi

I finally took the plunge and started my practice last year after 8 years working in a large accounts department and having several different volunteer roles in accounting to gain as much experience as possible. I have been fortunate in that I have already picked up a few clients and have meetings booked in with a couple more potential clients. 

 

In order to get organised I have been working on a checklist to give my self assessment clients to ensure that they provide me with the all the documentation and information needed. I was just woundering if any one else has done this and if you had any tips on putting one together? Or if perhaps there is someone who would be able to give it a once over just to ensure I haven't missed anything glaringly obvious off? 

 

Any help/advice anyone can offer would be greatly appreciated.

 

Kind regards 

Charlotte 



__________________
Artois


Guru

Status: Offline
Posts: 1313
Date:
Permalink  

 

Hi Charlotte

When I first arrange the meeting I always tell the potential client to bring along any paperwork that they feel is relevant to their business as this will usually give me some idea of how their business is run as well as how well their accounts are kept, I do not use a generic checklist as such but what I tend to do is at the initial meeting I will have an A4 pad that I will use to make notes and at the end of the meeting I will make a list that I give to them of all the further information that I require, what I do have is a Client Information sheet for all their personal details that I get them to fill out if we are both happy to continue.

The notes I have made will then help me make any adaptions necessary to my engagement letter. 

I am sure that everyone has a different approach to the initial meetings but this seems to work for me

Good luck with the new venture



__________________

Doug

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


Master Book-keeper

Status: Offline
Posts: 8646
Date:
Permalink  

Post your ticklist!

__________________

 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
Charlottec5779


Member

Status: Offline
Posts: 5
Date:
Permalink  

Hi Artois

I just want to thank you for your reply and apologize for lateness in getting back to you. Unfortunately my laptop has picked the opportune time to break & I have only just got a nice shiny new replacement.

I was worried that I had to go to all of my meetings knowing all of the answers so to speak to any question that might arise, but your post gave me the confidence to make notes as suggested and then go away and give the client a bespoke list of everything I need from them instead of just a document that may have lots of irrelevant bits and pieces, as well as find out the answers to any tricky questions that might arise which are out of the norm.

Kind regards
Charlotte

__________________
Casu


Senior Member

Status: Offline
Posts: 359
Date:
Permalink  

Suggest you look into a backup. almost 2 months without a laptop will be an issue when you have clients.



__________________

Caron
Page 1 of 1  sorted by
 
Quick Reply

Please log in to post quick replies.
The Book-keepers Forum (UK) -> Professional Book-keepers in Practice -> Self assessment checklist
Tweet this page Post to Digg Post to Del.icio.us
Members Login
Username 
 
Password 
    Remember Me  
©2007-2024 The Book-keepers Forum (BKF). All Rights Reserved. The Book-keepers Forum (BKF) is a trading division of Bookcert Ltd. Registered in England Company Number 05782923. 2 Laurel House, 1 Station Rd, Worle, Weston-super-Mare, North Somerset, BS22 6AR, United Kingdom. The Book-keepers Forum and BKF are trademarks of Bookcert Ltd. This forum is a discussion forum only. There will usually be more than one opinion to any question and any posting should not be viewed as a definitive solution. No responsibility for loss occasioned to any person acting or refraining from action as a result of any posting on this site is accepted by the contributors or The Book-keepers Forum. In all cases, appropriate professional advice should be sought before making a decision. We reserve the right to remove any postings which are offensive, libellous, self-promoting or engaged in covert marketing. We will not notify users of removals. The views expressed in the forum posts are those of the individual and do not necessary reflect or agree with those of The Book-keepers Forum. Any offensive or unsuitable posts will be removed by the moderators. Any reader of this forum can request for a post to be looked into by sending an email to: bookcertltd@gmail.com.

Privacy & Cookie Policy  About