What would you put on an introductory pack for your practice?

I am looking for ideas on what to write on an  introductory pack for my practice. Here are some of my thoughts:

  1. Our promises - response and turnaround times.
  2. Your (clients) obligations - pay on time being a key one, meet deadlines, deal with request for information, pay by DD on 1st of each month
  3. Best way to contact - email
  4. FAQ on tax - eg home exps, travel and subsistence,
  5. Deadlines
  6. Information we need from you
  7. Complaints
  8. Day to Day contact - not being me
  9. Use our preferred software -  Xero or VT
  10. We dont do bookkeeping - support and train you to do your own (better way to put this).

I would be grateful for your thoughts/comments.

Thanks

Comments
There are 26 comments. Login or register to view them.

Use our software

philhendy |
philhendy's picture

Why?

cymraeg_draig |
cymraeg_draig's picture

Can they remember discussions?

ShirleyM |
ShirleyM's picture

Use your website

philhendy |
philhendy's picture

I think that Introduction Packs are a good idea

SteveOH |
SteveOH's picture

Most of my clients . . .

davidwinch |
davidwinch's picture

.

cymraeg_draig |
cymraeg_draig's picture

Some ideas

Bob Harper |
Bob Harper's picture

.

cymraeg_draig |
cymraeg_draig's picture

Depends

Bob Harper |
Bob Harper's picture

Varied response

FirstTab |
FirstTab's picture

.

cymraeg_draig |
cymraeg_draig's picture

What point

Bob Harper |
Bob Harper's picture

Bob

cymraeg_draig |
cymraeg_draig's picture

Some clients appreciate them

ShirleyM |
ShirleyM's picture

Ignorant or well educated

Bob Harper |
Bob Harper's picture

.

cymraeg_draig |
cymraeg_draig's picture

No guessing needed

Bob Harper |
Bob Harper's picture

.

cymraeg_draig |
cymraeg_draig's picture

Thanks

Bob Harper |
Bob Harper's picture

.

cymraeg_draig |
cymraeg_draig's picture

Go for it

Bob Harper |
Bob Harper's picture

Hardly professional is it?

cymraeg_draig |
cymraeg_draig's picture

Size doesn't matter

Bob Harper |
Bob Harper's picture

.

cymraeg_draig |
cymraeg_draig's picture

What is wrong?

Bob Harper |
Bob Harper's picture