For accountants and bookkeepers

A virtual landline for accountants that keeps a record of every client call

Clients ring when it suits them, which is usually when you're halfway through someone else's return. A quick question about a van purchase or a dividend turns into advice, and advice with no note is a risk. New enquiries need turnover, VAT status and the state of their books before you can price the work. Minuted writes up every call, so you have a dated record of what was asked and said, and everything you need to work out a fee.

Where the notes slip

What the client asked, what you said and the fee to work out, written down.

Client queries answered off the cuff with no note of what you said
New client enquiries in January, lost under the tax return pile
Fee quotes to work out later, with turnover and records half remembered

A real accountant call, written up

Call with Darren Webb

4:35pm, 6 min

Minuted

Darren is a self-employed plasterer looking for a new accountant. His turnover is about £92,000, so he has just gone over the VAT threshold and hasn't registered yet. He keeps receipts in a folder, has no bookkeeping software and his previous accountant has retired. He asked what you'd charge for a year's accounts, his tax return and VAT returns, and whether he's in trouble over the VAT.

Todos

Work out a monthly fee for accounts, tax return and quarterly VAT
Check when Darren passed the VAT threshold and his registration date
Call Darren back on 07700 900592 to book an onboarding meeting

Stop losing new clients to notes you never wrote down

Keep your number or take a new local one. Ten minutes to set up, cancel anytime.

Choose your number See how it works

From £14.99 a month. No contract. UK based.

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