Taking on clients before their year end

I would be grateful for comments from other accountants on how they deal with taking on new clients part way through their year ie before their year end.

I have done this. I am thinking about changing this practice - wait till their year end. My concern is that client may move elsewhere. What is your experience?

The problem I have with taking on clients part way through the year are:

  • Trail balance is not provided by the previous accountant. TB would¬† be my starting point.
  • Far more work is involved in starting from the last year's balance sheet

I have done this now and will handle it. I am thinking about the future now. Do you take on client "in year" ? How do you deal with taking over from where previous accountant left?

Thanks

Comments
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What?

JCresswellTax |
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Deja vu?

Flash Gordon |
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when ever you take them on

geoffmw1 |

I don't see the problem!

ShirleyM |
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I don't understand the

Steve Holloway |
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Shirley

FirstTab |
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Why ask such silly questions then?

Roland195 |

After eights!

Old Greying Accountant |
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@FirstTab

ShirleyM |
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-

Top_Cat |
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Well said Roland195

vince8 |

What a strange question

nigelburge |
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Keep it coming

FirstTab |
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What is it you want us to say here?

Roland195 |

overly critical?

two sheds |
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I don't get it.

Monsoon |
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What is the problem?

petersaxton |
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Monsoon

FirstTab |
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it's a difficult question

Tonykelly |
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Reply in kind

petersaxton |
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Wierd or what?

nigelburge |
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Same old same old, you ask a

two sheds |
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two sheds

FirstTab |
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@FirstTab

ShirleyM |
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last word from me

two sheds |
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Defensive?

petersaxton |
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Contradictory

petersaxton |
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Its official...

mumpin |
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My take

Flash Gordon |
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Really?

ShirleyM |
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Nonsense

petersaxton |
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[removed by mod]

vince8 |

Just wait

geoffmw1 |

Will it be you ?

frankie |
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not at all frankie

geoffmw1 |

Reported posts

Becky Midgley |
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Having read this thread, I think ...

Old Greying Accountant |
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.

blok |
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@OGA

ShirleyM |
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Better part wat through

bduncan |

Why?

petersaxton |
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Please Becky...

nigelburge |
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Why indeed?

nigelburge |
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I've found it

petersaxton |
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Many thanks Peter

nigelburge |
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Really good that we have ignore button

FirstTab |
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Shirley ...

Old Greying Accountant |
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@OGA

ShirleyM |
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Phwoarr!

Flash Gordon |
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-

Top_Cat |
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