For accountants and advisers
Laura sets up a new business's everyday systems: the diary, the inbox, the files, the client list, and quote and invoice templates in the client's own tool.
She never keeps the books, runs payroll, does tax returns, forms companies or files at Companies House.
What your client gets
For a new business of one or two people, set up before old habits set in: the inbox and the diary, the client list and the templates, each with a written how-to guide.
What can reach your desk afterwards, set side by side: each kind of record before the set-up, and after it.
Its price, and everything it includes, are on the Start-ups page.
| Record | Before the set-up | After it |
|---|---|---|
| Invoices | Typed from scratch, numbered from memory | From one template, numbered in order |
| Receipts | In a shoebox, and in three inboxes | In one Money folder, month by month |
| Clients | Names on the back of an envelope | One client list, each at its stage |
| Quotes | A new one written every time | From one template, in their own tool |
| Year end | A hunt for every piece of paper | One shared folder to send you |
Passing her name on
Three steps, and your work stays yours.
First
To her call page, or to the Start-ups page for the whole of Foundations.
Example: a note to send a client
Your diary, inbox, files and client list can be set up properly from the start: Laura Thompson does this for new businesses. Her first call is free, and the books stay with me.
Then
Free, with Laura herself, through her own booking form.
Example: what your client brings to the call
And
Their systems, set up and handed over. The books, payroll and filings stay with you.
Example: who keeps what
The free call
For you, or for a client you pass on: free, with Laura herself.
Book your free callQuestions first
The call page says what the call covers, then takes you to her booking form.
