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Presentation binders for final accounts

We have been using thermal printed propylene binders for presenting final accounts to clients for many years. Our manufacturer has gone bust and we may be forced to change the style of our binders. I would be interested in knowing what the current trends are for presentation binders, and whether practitioners do still issue final accounts in binders.

Many thanks

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23rd Mar 2018 04:35

I used to use them, proper litho printed card covers, but since the address changed a couple of years ago I haven't bothered. 99% get PDFs now.

See this recent thread here https://www.accountingweb.co.uk/any-answers/how-do-you-present-accounts

I do think that accounts production software across the board does produce pretty bland looking accounts though, unlike some large companies who increasingly seem to be using colour in their annual accounts, together with some graphics.

Thanks (4)
By Tornado
23rd Mar 2018 10:28

A number of my clients still like to have Accounts in Folders so I have been using the Staplix folders from Turaco -

http://www.touraco.co.uk/

The sheets are held securely by staples but the fold over system means that the staples are covered by the front & back sheets. The main drawback with this is that the overall folder size on completion will only just fit in an A4 envelope which makes it a little difficult for posting.

I also use a thermal binder system where this is better for the job.

I use my own style for the presentation of non-corporate Accounts and VT for Corporate Accounts. Both of these systems allow for the use of a pleasing layout with modern fonts and the final bound version of printed Accounts (or other documents) is professional and easy to read.

As has been mentioned, I see some Accounts in a format that reminds me of what I was producing 30 years ago. Very boring.

Thanks (3)
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to Tornado
23rd Mar 2018 12:04

I believe since the client sees only a few pages for his money's worth, an effort should be made towards impressive presentation. Moreover, banks and other financial institutions receive accounts from many practitioners, and good presentation would separate the men from the boys!

Thanks (3)
to Fatbrain
23rd Mar 2018 17:35

If the only thing my client saw for the fee was a few pages of paper every year I'd be out of business.

The year end accounts for my clients are pretty much an irrelevance, they are the equivalent of a 5th VAT return.

I also have women as clients and understand that there are some women accountants.

Thanks (1)
to Paul Scholes
23rd Mar 2018 17:45

Paul Scholes wrote:

The year end accounts for my clients are pretty much an irrelevance, they are the equivalent of a 5th VAT return.

You're not doing it right.

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to Fatbrain
24th Mar 2018 11:21

Fatbrain wrote:

. Moreover, banks and other financial institutions receive accounts from many practitioners, and good presentation would separate the men from the boys!

ex corporate financier here - frankly dont give a sh*te about how pretty they look.

Thanks (3)
By DJKL
to Tornado
23rd Mar 2018 13:09

I really think we should take things further.

Given the detailed P & L is already non statutory, how about a fun section with sudoku, crosswords (fact find and cryptic), join the dots, some brain teasers and a colouring in section, this would have the advantage that clients might actually open the accounts we spend all this time preparing.

We could encourage clients to take the accounts away with them on holiday to while away the time on the plane and in the airport, a few, having finished the puzzles might actually look at the accounts (I am an eternal optimist)

And now to be serious, as someone who spends a fair amount of his free time wading through listed company accounts I actually think less is more, I waste time wading through pretty graphics to get to the meat to decide if X or Y is to join the stable in my SIPP.

With my size of clients a non statutory idiot guide to the accounts highlighting key figures, all on one page e.g GP% some key ratios, e.g staff cost to sales , drawings expressed as percentage of profits etc, ought to be the way to go, in a world where people have short attention spans brief and concise works.

(Of course I could always write crossword clues/ where the answers were particular to that set of accounts, in effect mix the two ideas)

Thanks (4)
to DJKL
23rd Mar 2018 13:21

I wasn't thinking of pretty graphics so much as merely presenting the figures in more than the top inch and a half of the page.

However, reprints of the Bash Street Kids or Little Plum your Redskin Chum would, imho, be a welcome addition to the accounts.

Does anyone else remember Black Bun ? I'm sure he was in the Dandy at some point ....

Thanks (1)
By DJKL
to lionofludesch
23rd Mar 2018 13:26

I am more a Victor/Hornet person, Alf Tupper, The Tough of the Track and Roy of the Rovers etc. Then there was Look and Learn, it is amazing how ahead of trends in society that was, really equipping the reader to play Trivial Pursuits later in life.

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to DJKL
23rd Mar 2018 13:36

Roy Race was very underrated as a player. Even Stanley Matthews didn't have a 35 year playing career. Ten league titles, eleven FA Cups and three European Cups, not to mention surviving an assassination attempt, a helicopter crash, a terrorist car-bomb, two earthquakes and a dozen or so kidnappings. What a player !

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to lionofludesch
28th Mar 2018 08:52

Billy the Fish - now there was an unexpected superstar keeper. Multiple assassination attempts, tabloid scandals where he’d been set-up with multiple busty half-naked blondes, escaped from kidnap to parachute into Wembley to save a penalty on his way down (never did understand why his team decided to play 11 outfield players in the FA Cup final, just because their first choice #1 was ‘unavailable’).

Oh yeah, as if that wasn’t enough, he was a talking fish that could hover on land.

Beat that Roy, Stan ...

Thanks (0)
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to lionofludesch
28th Mar 2018 08:53

Billy the Fish - now there was an unexpected superstar keeper. Multiple assassination attempts, tabloid scandals where he’d been set-up with multiple busty half-naked blondes, escaped from kidnap to parachute into Wembley to save a penalty on his way down (never did understand why his team decided to play 11 outfield players in the FA Cup final, just because their first choice #1 was ‘unavailable’).

Oh yeah, as if that wasn’t enough, he was a talking fish that could hover on land.

Beat that Roy, Stan ...

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By Tornado
to lionofludesch
23rd Mar 2018 13:48

I love the thought of including a review of the Accounts by Dennis the Menace, and the Accountants Report being signed by Roger the Dodger.

Thanks (1)
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By Maslins
to Tornado
24th Mar 2018 10:39

Tornado wrote:

As has been mentioned, I see some Accounts in a format that reminds me of what I was producing 30 years ago. Very boring.

Horses for courses. I'd hope the primary things our clients would rate us on wouldn't be how snazzy our statutory documents are.

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23rd Mar 2018 10:54

Very good points there and maybe food for thought for software companies.

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27th Mar 2018 12:50

PDF, signed online for years. We did not charge for hard copies if requested but only one client ever requested them.

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27th Mar 2018 20:41

I've always produced accounts on the cheapest copy paper I can get, with no bindings or anything. I have never heard of any client caring tuppence about what the accounts look like. Whenever I have lost a client, it has never been due to how cheap the accounts looked.

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