Client 1 - Richard Moneypenny, Business - Bond Goods and Services Pty Ltd: You are a bookkeeper
Question:
Client 1 - Richard Moneypenny, Business - Bond Goods and Services Pty Ltd:
You are a bookkeeper (not BAS registered) meeting with a potential client. Your contact details have been passed on by a friend for whom you have done bookkeeping work in the past. The client wants to meet with you to discuss engaging your services to do his bookkeeping on a fortnightly basis, including preparation and lodgement of his quarterly BAS.
- How would you greet the client and introduce yourself?
- What questions would you ask to clarify business needs, and expectations?
- The client asks you if you can lodge their BAS for them. What would your response be? Include the responsibilities you could do and those that fall outside your role.
- In regards, to lodging the BAS, would the situation be different if you were an employee of the business?
- Act on the feedback provided by the client, by referring them to alternative service providers for advice if you choose not to accept the offer.
- If you were to accept the client's offer to work for them within your scope, what feedback would you request, in what form, and how often?
- To ensure you are meeting the needs and expectations of the client, is there anything else you would ask, discuss, or plan with the client before you end the conversation?
- How would you end the conversation with the client?
Scenario - Client 2 - Lewis Gilbert, Business - Reach for the Sky Cleaning Services:
You are a BAS registered bookkeeper meeting with a potential client. The client wants to discuss changing over from a manual bookkeeping system to an accounting software package. They want your advice on which software program they should use and whether you can set it up for them.
- Are you able to advise on the best accounting software package to go with?
- What alternative service providers or networks would you refer the client for assistance if necessary?
- If you choose to assist the client,how would you present the information to them to ensure you comply with bookkeepers' ethical principles?
- Once the client has decided, are you able to set up the accounting software package?
Intermediate Accounting
ISBN: 978-0470161012
9th Canadian Edition, Volume 2
Authors: Donald E. Kieso, Jerry J. Weygandt, Terry D. Warfield.