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Hi guys,
I will review the other "first client" topics on the forum but I have just received my first telephone enquiry (OMG!!!), I have a meeting set up next Monday 14th to discuss the business, bookkeeping requirements etc. to enable me to provide a proposal.
The prospective client is a limited company, VAT regsitered, runs a delicatessan shop and also a catering business. For his first year he did his own books manually using Simplex books and does all his invoicing etc. from his home office. The accounts have just been reconciled and he has received a £3,500 bill from his accountant which he is looking to hopefully reduce by using a bookkeeper this year.
His turnover in the first year was 120K, not all of the outside catering work went through the till so he found it difficult to reconcile to his bank. His 2nd year of trading will finsihed September 2012.
OK - so where do I start?!?!?
What key questions should I be asking in my first meeting?
Are their any specifics I need to brush up on before my meeting in relation to the retail environment? (I'm assuming the VAT Retail Schemes will be one?!?)
Any pointers, advice, thinks to watch out for would be greatly appreciated!!
Thanks in advance,
Jo
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