Thats why its called Sage Drive, as its quicker/cheaper to drive to your clients and back up the backup.
Jobs like that I just move over onto cloud software, the only problem is if they have been a long term Sage user they are worried about the change but ultimately the time savings take over.
I had a company setup with 4 friends, and I encouraged them to set it up, but they could not agree terms and it has dragged on and ended up not getting in place.
They now have an issue with 1 not pulling his weight.
My worry is once the individuals start taking independent advice, you are exposed to losing the job if you are perceived to be taking side with people.
Its dead easy with the benefit of hindsight for someone to say "well your accountant should put a shareholder agreement in place and you wouldn't have this problem."
When you form a £100 share company, that is when the agreement would need to be made, at that stage you do not know what the future value will be or who the value will be attributable to.
At the start when everyone is friends its hard to get people to spend the money, which is great until it goes wrong
The mortgage info is a bit of a mess as a lot still ask for SA302, then also want an accountants reference, I thought lenders had agreed what was acceptable yet they all seem to do their own thing.
I had one last week where someone said his mortgage was due to expire in 7 days could I sort it out for him.
His earnings have been poor for last year so would not get loan.
What is the answer then?
How about giving more than 7 days notice, if you had told me a while back we could have increased your salary to give you the income you need.
Client was miffed I was not more helpful, but failed to remember I had closed the miracle department down.
I am actively trying to get my clients all with one of 2 brokers who are clients and I work well with, as when clients go with people you do not know it goes pair shaped.
I also see an increasing trend where with people who cannot get a mortgage, the mortgage guys don't admit they are unable to do it.
Instead they try and blame us "All your accountant needs to do is say this or do a projection showing you can afford it"
Well if you accountant would have just done this you would have got it etc.
FCA regulation still seems loose in the mortgage world.
So basically you are hoping to get 30 people in a room to share their ideas with each other and discuss their business ideas.
On day 2 you get them to populate a template which generates a 30 page report.
So for this you expect to get paid 30 x £2900
Nice work if you can get it.
I would imagine the report is very generic and of limited to value.
You could get a local accountant to do it for less, that will be totally bespoke to your requirements, he will also work with you post plan to help you deliver it.
I would imagine your scheme will only work if the workshops are funded by government grants as no small business would pay £3000 to attend a 2 day workshop with 30 others to self complete a template document.
My answers
I would look at BTC or Taxcalc they will set you back between £1250 and £1500 per year for unlimited clients.
Taxcalc are creeping prices up though.
If you want cheaper Taxfiler used to be, but is getting the IRIS treatment currently so it could be a frying pan and fire scenario for you.
Not seen Sage practice stuff for years but would imagine it is expensive and not as good as other things available.
FT I am fan of the Samsung monitors I would have went with the one "In a daze" recommends that is a cracking monitor
FT I am fan of the Samsung monitors I would have went with the one "In a daze" recommends that is a cracking monitor
Thats why its called Sage Drive, as its quicker/cheaper to drive to your clients and back up the backup.
Jobs like that I just move over onto cloud software, the only problem is if they have been a long term Sage user they are worried about the change but ultimately the time savings take over.
I prefer an Audi myself.
Mercs are old mans cars.
This reminds me of that Eminem song, are you Stan.
I had a company setup with 4 friends, and I encouraged them to set it up, but they could not agree terms and it has dragged on and ended up not getting in place.
They now have an issue with 1 not pulling his weight.
My worry is once the individuals start taking independent advice, you are exposed to losing the job if you are perceived to be taking side with people.
Its dead easy with the benefit of hindsight for someone to say "well your accountant should put a shareholder agreement in place and you wouldn't have this problem."
When you form a £100 share company, that is when the agreement would need to be made, at that stage you do not know what the future value will be or who the value will be attributable to.
At the start when everyone is friends its hard to get people to spend the money, which is great until it goes wrong
The mortgage info is a bit of a mess as a lot still ask for SA302, then also want an accountants reference, I thought lenders had agreed what was acceptable yet they all seem to do their own thing.
I had one last week where someone said his mortgage was due to expire in 7 days could I sort it out for him.
His earnings have been poor for last year so would not get loan.
What is the answer then?
How about giving more than 7 days notice, if you had told me a while back we could have increased your salary to give you the income you need.
Client was miffed I was not more helpful, but failed to remember I had closed the miracle department down.
I am actively trying to get my clients all with one of 2 brokers who are clients and I work well with, as when clients go with people you do not know it goes pair shaped.
I also see an increasing trend where with people who cannot get a mortgage, the mortgage guys don't admit they are unable to do it.
Instead they try and blame us "All your accountant needs to do is say this or do a projection showing you can afford it"
Well if you accountant would have just done this you would have got it etc.
FCA regulation still seems loose in the mortgage world.
So basically you are hoping to get 30 people in a room to share their ideas with each other and discuss their business ideas.
On day 2 you get them to populate a template which generates a 30 page report.
So for this you expect to get paid 30 x £2900
Nice work if you can get it.
I would imagine the report is very generic and of limited to value.
You could get a local accountant to do it for less, that will be totally bespoke to your requirements, he will also work with you post plan to help you deliver it.
I would imagine your scheme will only work if the workshops are funded by government grants as no small business would pay £3000 to attend a 2 day workshop with 30 others to self complete a template document.