Yes, gets it down to about 90 pages:-)
Yes, I tried CCH, but it's long winded. I'd prefer something where you can just tick the boxes. In fact just send them every service under the sun and then ask clients to untick the ones they don't want - clients don't read them anyway, so will never untick:-)
Even I'd be hard pushed to get it on one page, maybe I'll use microdots.
OMG, I need to become an IT consultant to get an accounts and VAT status report! Actually, Digita is quite flaky on our system (LAN with SQL Express), already had a couple of database issues and only had it a few months. Iris seemed more stable (or hid problems better) on same system.
Thanks - you'd think the Digita tracker system would be able to do these simple reports, instead of having to resort to yet another system:-(
I did consider that, but didn't want to be named in divorce proceedings (come to think of it, maybe I could get my name removed under GDPR!).
Perfect. I might adopt that for the rest of my terms of engagement!
It would be nice to have a simple one page summary for the sole practitioner. I'm sure it can be done. As usual the ICAEW does nothing to support its sole practitioner members! Slightly off topic, but I have just been sent an email by ICAEW with links to a 'Firm wide risk assessment', a SIX page 'AML Compliance Review Checklist' and an hour long mind numbingly boring webinar that was in gobbledeegook and contained hardly anything of relevance to a small practitioner. I'm expected to read through all this, but it is very difficult to sort the wheat from the chaff and work out what I need to do to comply with the minimum of inconvenience, disruption and cost for my practice. At the end of the day this just means that sole practitioners will do do nothing because too confused. The ICAEW needs to understand the needs of sole practitioners, it doesn't.
I don't agree that 8% is high end (unless that is a month:-) ). A secured bridging loan will often be 1% a month plus arrangement fees, so an unsecured loan to a company could well justify an even higher rate.