Year-end records checklist
Checklist for accountants
For accountants who want more small business clients before busy season.
Case study
From a shoebox of receipts to year end in March
How to use this case study
Send the link to owners who still hand over a bag of receipts in January, or post it in the autumn. It shows what working with you changes before they ever call.
What is inside
Where the business stoodThe client was a joinery business run by its owner and one apprentice.
The changes, in orderWe agreed to change one thing at a time, so the owner never had to learn everything in one go.
The monthly routineOnce the software was set up, the books took about an hour a month.
The first year endThe records were finished by the end of April, and the return was filed in the summer.
What any owner can take from itOpen a separate business account: It halves the time spent on the books.
Three title ideas for your own version
From a shoebox of receipts to year end in March
How one owner stopped the January tax rush
What changed when a small business moved its books online
Where to promote it
Your websiteLinkedIn posts in the autumnlocal business groupsan email to prospects who asked for a quote last year
What goes in an accountant's case study?
One client from start to finish: where their records stood, what was holding them back, the changes in order, the monthly routine, the first year end and what other owners can copy.
Make this case study your own
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