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This month we spoke to Steve Kennedy, Sales Admin Assistant at The Accountancy Partnership!
I process all the forms that are submitted by clients, so when they register for our services, I process that form over to Admin making sure all relevant information is noted.
Busy! The aim is to have a confirmation email sent to each client the same day they submit their registration form. Some are straightforward, some aren’t! I also deal with the sales team inbox, distributing client callback requests which come in throughout the day, and I also allocate the processed forms to an administrator to complete the onboarding process, and an accountant.
Time is the most pressing, sometimes there’s a bit of a lull and I think I’m catching up and then a whole bunch of emails and forms appear in the space of an hour and I’m playing catchup again!
The team, and the staff in general – everyone is really friendly 😊
TAP is very staff focused, much more than other places I have worked. They provide lunches twice a week, smoothies and health shots twice a week, and are very flexible with holiday requests etc.
Concentration! I have to zone out and just power through otherwise we’ll fall behind.
I love a good castle! Just been to Caernarfon. And the great outdoors in general.
I don’t want to ask.
Douglas Murray’s War On The West.
Find out more about the services we offer by hitting the live chat button, or get an instant quote online. Interested in joining the team? Check out our recruitment page!
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Read MoreThe number of monthly transactions you have entered based on your turnover seem high. A transaction is one bookkeeping entry such as a sale, purchase, payment or receipt. Are you sure this is correct?
Please contact our sales team if you’re unsure
It is unlikely you will need this service, unless you are voluntarily registered for VAT.
Are you sure this is correct?
Call us on 020 3355 4047 if you’re not sure.
Your final, end of year MTD Income Tax submission is included in your fee, without this add-on service.
We would recommend you submit the quarterly updates yourself using Pandle or alternative bookkeeping software.
However, if you would prefer us to submit these quarterly updates for you, there is an additional fee of £35.00 per month.
Call us on 020 3355 4047 if you’re not sure.
You will receive our bookkeeping software Pandle for free, as part of your package.
You can use this to complete your own bookkeeping, or we can provide a quote to complete your bookkeeping for you.
Please select and option below:
Call us on 020 3355 4047 if you’re not sure.