How do you count your clients

How do you count your clients

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Being as it's end of the year etc it's admin and planning time.

Have added number of clients. Clearly a sole trader is one client. But a company with two director and TRs? Is that on or three? Does it depend on what you want?

I was pleasantly surprised that company + partnership + sole trader + dir/partners was nearly 85% more than just c + p + s.
But obviously in working out average fee per client we divide by the lower number. And if I lost that company client then I would record that as losing one client, not three.

What do others do, please?

Replies (4)

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By johngroganjga
16th Apr 2015 10:15

You can do it however you want. Whatever makes most sense to you.

Treating a group of related clients who will most certainly stay or leave together as one client makes good sense to me.

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Should Be Working ... not playing with the car
By should_be_working
16th Apr 2015 10:55

I tend to agree with John.

Apart from our internal purposes, our fee priotection insurer asks about the number of clients and is happy using the related clients (e.g. h&w plus company) method.

 

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Universe
By SteveOH
16th Apr 2015 11:51

I treat them as one client

As my limited company clients are 1 or 2 shareholder/1 or 2 director companies, I treat them as 1 client. If I had a company with several directors and 1 of them had complicated tax affairs, I would probably treat that director as a separate client.

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By girlofwight
17th Apr 2015 21:26

Treat them as one
I treat them as one client.

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