larissa feeney
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Larissa Feeney ACA8 March 2017
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Questions What does your accountant do for you
currently? Which of these services do you regard as
adding value? What additional services would you
want/expect/appreciate? How could your accountant make your life
simpler/better? What financial matters do you find
challenging What, if anything do you not value in the
context of your relationship with your accountant?
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The role of the accountant Is your accountant meeting your
expectations How to get more from your relationship
with your accountant
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Role of the Accountant Operational Strategic Advisory
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Operational Bookkeeping VAT PAYE Accounts preparation Tax returns Management accounts
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Strategic
Margin AnalysisBudgeting and Financial planningCapital Investment informationDealing with banks and other
lendersDealing with Revenue/CROHelping with grant applications
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Advisory Confidential advisor Sounding board General business advice Experience in specific industries Introductions
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Is your accountant meeting your expectations
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What duties do you expect them to perform?
What does your accountant expect from you?
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What duties do you expect them to perform?
Bookkeeping? System recommendations Payroll Accounts/tax Advice on figures, margins Management figures/KPI’s Monthly/quarterly/annual meetings Timing Fees
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What does your accountant expect from you?
Quality of records Timing Payment
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How to get more from your relationship with your accountant
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Communication How can we improve the records we are
providing What do you expect When do you expect the records When can we expect draft figures Will the figures be relevant Do we need management accounts What figures should we be focusing on
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Communication How much What are the payment terms What about calls, emails, meetings
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Adding value Choosing an accountant Communication/Discussion Systems/management information Targets/KPI’s Review review review