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Post Info TOPIC: New Client Checklist, UK
Coles


Newbie

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New Client Checklist, UK
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Hi all

Can anyone point me in the right direction for a new client checklist please? I am a virtual assistant also offering basic bookkeeping and need to have something in place for compliance.

TIA



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ksalter


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2020 forms letters and tools has lots of checklists - including an interactive "New client checklist"

www.the2020group.com/product/forms-letters-tools-2019/


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K Salter
Cheshire


Master Book-keeper

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Hi ???

So hows about an intro before we start. We always ask newbies! Usual stuff - what prof body do you belong to, do you work for yourself or in a practice/ firm, are you a bookkeeper or accountant, what qualifications, who is your MLR with, how long in role, where up to in your studies-what exams passed/with what body/in midst of doing, where based, what you did before this role? That sort of thing. Helps get to know you but also how best to pitch answers.

Also can you add your first name so that it appears under the signature bar on your posts? I normally say it saves everyone looking it up each time, but your profile page also seems to be devoid of a name for some reason.   Saves folk calling you 'oi you'wink!! (Edit profile --->signatures)



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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
Casu


Senior Member

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ksalter wrote:

2020 forms letters and tools has lots of checklists - including an interactive "New client checklist"

www.the2020group.com/product/forms-letters-tools-2019/

 Is that part free Kev?



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Caron
ksalter


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Sorry it is not free - prices on website link - 



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K Salter
Cheshire


Master Book-keeper

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I wondered that as well Kevin. Thanks for clarifying.

If the OP comes back on and confirms what Im asking I could direct him/her to a free version.  

Or of course I could sell mine.wink



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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
Cheshire


Master Book-keeper

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No response.

I do hope OP that you have MLR cover, even for basic bookkeeping, otherwise you can be fined/imprisone when they catch up with you, which they will eventually.if you haven't got it, sort that out before you do ANYTHING else.

__________________

 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
Ally2019


Veteran Member

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Hi Joanne!
Sorry to jump in on this - any chance you can point me the direction of a free link for the client checklist?

Thank you!
Ally

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Ally
Leger


Master Book-keeper

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ksalter wrote:

Sorry it is not free - prices on website link - 

 Ouch!!!



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John 

 

 

 Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.
Casu


Senior Member

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ksalter wrote:

Sorry it is not free - prices on website link - 

 thanks



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Caron
Cheshire


Master Book-keeper

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Ally2019 wrote:

Hi Joanne!
Sorry to jump in on this - any chance you can point me the direction of a free link for the client checklist?

Thank you!
Ally

 hi Ally

I presume you've seen my note on your other post for this one.



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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
Cheshire


Master Book-keeper

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Posts: 8646
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Hi Coles
I can see you have been back on this morning - can you answer our Qs? Its absolutely no problem if you are QBE but we need to understand the position especially re MLR.

Then I can direct you to a free version. Unless you want to pay for my version (cheaper than the link given , but still not free)



-- Edited by Cheshire on Monday 29th of July 2019 10:42:08 AM

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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
Casu


Senior Member

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Been back on again. Flogging a dead horse Joanne.

Not a single acknowledgement. Not even a thank you to Kev.

Rude. Hope they are not that rude with their clients.

Clearly breaking the law acting as a bookkeeper with no MLR.



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Caron
Cheshire


Master Book-keeper

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I had clearly gone soft.



__________________

 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
Ally2019


Veteran Member

Status: Offline
Posts: 49
Date:
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Hey Joanne

Think Ive missed it. Unless Im looking at the wrong post ;) 

completely going Insane. Just moved house and i am all over the place! Happy Friday! 

Thank you  Ally



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Ally
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