The £150 sounds ridiculous. I would wish them well and advise that 'if' it does not work out, you would welcome them back.
I always try and give fair price, if client not happy would prefer they went elsewhere. Life is demanding enough without arguing over £100 here and there
I expect this from new engagement and we write off as appropriate, but there are a few over the years that have been extraordinarily needy (always negotiate a tight fee for compliance only, then need £7-800 worth of advice / queries). Tend to bill 50% for advice / consultancy over last 6 weeks and mention actual time cost.
It has not always gone down well, some appreciate the advise and service and tone down the requests, others take a strunt and move on.
No point in being a busy fool!
what is the problem?
Obtaining this pre populated information is a bug bear as client often forgets something and then it is your fault when it crops up. Taking the client out of the equation for basic compliance seems like a great idea to me
I am all for supporting our clients hour of need, but how this second account is going to be viewed as anything other than parallel trading is beyond me. The fact that NONE of it goes through the books to me you will be lucky not to be forced down the cop9 fraud route once all agencies are informed.