Yes!

  • Yes!

How We Find Your Ideal Accountant With A Dating Agency Approach

find-accountant-dating-agency-approachThis is a two stage process.

Accountants tell us about themselves, their services, and what types of clients they are suitable for.

Then we ask you what you are looking for with an ideal accountant.

Bit like a dating agency!

It’s an important relationship for  you and your business so important to try and get it right!

1)  Complete the survey and it is better for everyone if you can complete as much as possible. Please note that we do not share your data with any third parties.

2)  We will select Accountants who we feel meet your needs and contact them on your behalf. They get to see your survey responses but NOT your contact details.  In a lot of cases, these are Accountants that we know quite well and have received endorsements from happy clients. In other cases we communicate with them to check whether both we and they feel that they are a good match for you based on a combination of skills, experience, qualification, ways of working, fees and location, industry strengths,  and they will then be offered to purchase your details.

3)  Once they have purchased your details, the Accountants will contact you to provide a quote or to arrange a meeting.

4) We will follow up with you to ask how you found the experience and for feedback on the Accountants that you were introduced to. This is so that we can continuously improve the service we provide.

CLICK TO TAKE THE SURVEY

You will notice that there are articles written under the nicknames of Accountant Authors and Contributors.  Please email us if you would like details of a particular author.

These Accountants will be writing articles and giving advice to help make the process of finding an acountant easier. They are posting with pseudonyms to minimise direct contact although we can ask them to contact you if you wish.

You can search by Category of Accountant Author or by Industry to find useful information by Author or by Topic.

If you would like to make a general enquiry contact us please either use the contact form below or call us on 01480 878088

And, don’t forget to sign up for our newsletter to help with advice and tips whilst you are finding your ideal accountant.

If you prefer to just give us a few details at this stage please complete the contact form below and we will start our searching now and hopefully introduce you to some ideal accountants within a few hours.

Your Name (required)

Company Name (required)

Your Email (required)

Your Phone Number (required)

Location

Industry

Business Structure

What services might you be interested in?

Are there any one off projects or areas of assistance you may be interested in?

What are your reasons for considering changing accountants at the current time?

Do you wish to outsource your bookkeeping?
 Yes No Other

Do you have any preferences regarding the software used for bookkeeping and accounting?
 Sage Quickbooks MS Office Accounting Kashflow Pegasus Clearbooks Spreadsheet / Excel Xero Freeagent I am open to suggestions Other

How would you feel if we recommended a separate supplier to do your bookkeeping?
 That’s fine, I am open to offers No thanks, prefer it to be done in one place Yes if it will give better value for money overall No thanks, I would rather make other arrangements for bookkeeping Other

Number of Employees

Please tell us about your payroll requirements
 Weekly payroll Monthly payroll Electronic payslips only (with option to print and send) Paper payslips (always printed and sent) I’m OK doing the inputting myself but want someone to run payroll for me I want someone to do everything with payroll I could just do with a bit of help with P35 and adhoc tasks

What operational hours are you looking for with your new accountant?

What service levels would you like from your new accountant? (obviously this depends on nature and priority of the issue but this is a general question)

How would you like your fees to be structured?

What are your visiting preferences?

How do you feel about using a remote service (someone who is not local but who operates nationally within specific areas of expertise). It can be more difficult to meet up but can be valuable if appropriate to your business?

Please let us know what budget you have in mind for fees?

Please let us know your timeframe for working with your new accountant

Please provide five time slots of 45 mins each when you will be available for either a face to face appointment or a telephone appointment with an Accountant. We will aim to fit in with three appointment times out of the five

What are you looking for from your new accountant? (Consider fees, location, software, advice, customer service, business approach etc)

Share

Archives

Maxxy

  • Maxxy Site