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.

2. How would you greet the client and introduce yourself?
4. What questions would you ask to clarify business needs, and expectations?
6. 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.
8. In regards, to lodging the BAS, would the situation be different if you were an employee of the business?
10. 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.
12. 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?
14. 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?
16. 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.

2. Are you able to advise on the best accounting software package to go with?
4. What alternative service providers or networks would you refer the client for assistance if necessary?
6. If you choose to assist the client,how would you present the information to them to ensure you comply with bookkeepers' ethical principles?
8. Once the client has decided, are you able to set up the accounting software package?

Answer rating: 100% (QA)

Meeting with Client 1 Richard Moneypenny Business Bond Goods and Services Pty Ltd 1 Greeting and Introduction Good morningafternoon Richard Thank you for meeting with me My name is Your Name and Ive b... View the full answer