Member Since: 20th Jun 2011
26th Jun 2020
I Googled them and could not find either their business or the person who sent me the email. When I typed in their website, the site was down.
17th Jun 2020
Not only could I not access Sage Monday and yesterday, but all the work I did on Friday has disappeared.
Not a happy camper.
It is a client's licence and we have no control over backups etc. Not that it would have mattered. If we restore a backup now, I will lose all the work I did today and the work the client did this week (who was able to access Sage for a bit).
12th Jun 2020
We are going to continue to work from home as we can do so.
I would love to be back to the office as normal. I miss the chats with colleagues and the other people in our shared building. I miss going for coffee/lunch with friends. I miss the separation of work and home life. I actually miss the commute as this was some me-time to listen to audiobooks.
Going back to work is not going to be the same for a while due to social distancing, so I'm going to wait another while.
No clients have complained and the Zoom meetings save me and clients so much time, I might continue with them going forward.
If I had a health concern, I would continue to work from home and monitor how it goes for the next few weeks.
12th Jun 2020
You could set up an auto-respond so that he gets an email saying that his email has not been read or whatever you need to say. The email can be automatically sent to a hidden folder in your email software, so you can look if you want to.
As stated already, it could drive them to phone you!
Depending on how much money is involved, it might be better for your sanity to just cut your losses. We decided not to run client's accounting software through our practice for this very reason. They pay their own subscriptions.
14th May 2020
We use Toggle. It is easy to use and is free for us (4 users). We have each client set up with various simple projects under each (e.g. Bookkeeping, Accounts Prep, Income Tax, VAT etc). You can set up clients and projects on the fly or import them. We keep the system simple so that people will use it.
We use it mainly to record add on services which are priced by time and also to ensure that we are charging enough.
We are not perfect at recording what we are working on 100% of the time, but it gives us a better idea of the time we are taking on problem jobs. I trust each staff member to record their time as accurately as possible and timesheets are not used for staff reviews or any other HR purpose. I don't even review them at the end of the week. I have explained that they are used to check if we are spending extra time on a client so we can investigate why (e.g. the clients books are not as good due to a new bookkeeper, we could use more automation to save time etc).
12th May 2020
The first few weeks (3/4 maybe?) were awful. I was stressed from the upheaval and worry about family members. Worried about clients, staff and the business in general. Worried about the logistics of working from home. I was fielding a million calls about schemes which were announced 5 minutes ago. Couldn't concentrate. Trying to home-school. Lost interest in things. Was constantly reading news and social media.
Now I am settled into working from home. The business is running fine. Staff are working away as normally as possible. Clients are getting on ok. I've started exercising more and can nearly run a 5k now (which would have seemed impossible a month ago!) I've plenty of hobbies to keep me occupied around the house and garden. I've got the hang of homeschooling now. Every now and then, I get a panic about how things will work out. I'm avoiding news and social media, which is helping.
21st Apr 2020
From experience, I think the key is to be honest. You can't argue against the truth.
In a previous practice, we tried to get rid of a dodgy client by trebling their fee and they stayed! It only proved how dodgy they were.
21st Apr 2020
If you want to be rid of them, then you need to get rid of them. Don't give them an ultimatum to bring in their books early, because they just might!
We recently let a client go as they never did anything we asked them to do and we could see lots of trouble down the line in terms of unpaid taxes etc.
We sent a short email and attached our official disengagement letter.
"It is with regret that we are writing to you today to confirm our resignation as your accountant as of XXX.
Due to the recent problems and delays with receiving information to complete your accounts and tax return, it has come to our attention that we’re not a good fit for each other. As a result of not receiving the information on time, we are unable to schedule our work properly and we cannot give you the same service as we do other clients.
We would like to thank you for working with our team over these past few years and wish you all the best in the future."
I got an email saying something like, I thought this was coming!
Then he proceeded to ask questions and could I do "one last thing" (actually two last things). I ignored them all.
Best of luck! You will be relieved when they are gone.
8th Apr 2020
The hardware will be replaced by the seller for free. We are accruing for replacement costs based on the expected failure of units.
8th Apr 2020
Thanks for your help with this Paul. That makes sense.
I wasn't sure if the hardware and software were separately identifiable because they are not separately usable.